Sila Realty TrustSILA

13F holders, Q2 2024 (June 30)
194holders
3famous investors
$21.19avg. 13F price*

At the end of Q2 2024, 194 institutions reported holding Sila Realty Trust Inc. (SILA) in their 13F filings. The largest holders were Long Pond Capital, LP ($50.0M), Prudential Financial Inc. ($17.9M) and Millennium Management ($16.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Sila Realty Trust Inc.
CUSIP
146280508
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q2 2024: 194Q2 2024Q3 2024: 257Q3 2024Q4 2024: 267Q4 2024Q1 2025: 282Q1 2025Q2 2025: 275Q2 2025Q3 2025: 277Q3 2025Q4 2025: 275Q4 2025Q1 2026: 271Q1 2026Q2 2026: 266Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions187$271.7M
Exits0$0

Ownership 194 holders

Long Pond Capital, LP 2.70% New 2,360,956 $50.0M
Prudential Financial Inc. 0.03% New 845,770 $17.9M
Millennium Management 0.01% New 756,258 $16.0M
Alyeska Investment Group, L.P. 0.09% New 746,555 $15.8M
Cambridge Investment Research Advisors, Inc. 0.06% New 733,789 $15.5M
Ranger Global Real Estate Advisors, LLC 5.77% New 683,599 $14.5M
Balyasny Asset Management L.P. 0.03% New 589,414 $12.5M
Citadel Advisors 0.01% New 423,251 $9.0M
Conversant Capital LLC 1.72% New 370,010 $7.8M
Cetera Investment Advisers 0.02% New 356,482 $7.5M
LPL Financial LLC 0.00% New 297,686 $6.3M
Soapstone Management L.P. 3.53% New 250,000 $5.3M
ExodusPoint Capital Management, LP 0.06% New 245,292 $5.2M
Madrona Financial Services, LLC 1.44% New 221,371 $4.7M
Commonwealth Equity Services, LLC 0.01% New 166,205 $3.5M
Prime Capital Investment Advisors, LLC 0.05% New 152,949 $3.2M
Independent Financial Group, LLC 0.13% New 148,386 $3.1M
Diversify Wealth Management, LLC 0.38% — 135,098 $3.1M
Cubist Systematic Strategies, LLC 0.05% New 128,014 $2.7M
PFG Advisors 0.17% New 121,930 $2.6M
PFG Investments, LLC 0.18% New 121,620 $2.6M
Mariner, LLC 0.00% New 104,055 $2.2M
Kestra Advisory Services, LLC 0.01% New 99,948 $2.1M
Larson Financial Group LLC 0.13% New 90,210 $1.9M
McDonald Partners LLC 0.45% New 78,813 $1.7M
Focus Partners Wealth 0.01% New 74,908 $1.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% New 72,201 $1.5M
Osaic Holdings, Inc. 0.00% New 68,519 $1.5M
Focus Financial Network, Inc. 0.06% New 59,721 $1.4M
Regatta Capital Group, LLC 0.27% New 58,654 $1.2M
AE Wealth Management LLC 0.01% New 56,052 $1.2M
JB Capital LLC 0.07% New 55,922 $1.2M
Aptus Capital Advisors, LLC 0.02% New 55,922 $1.2M
Guardian Wealth Advisors, LLC / NC 0.14% New 55,245 $1.2M
Allworth Financial LP 0.01% New 49,717 $1.1M
Integrated Wealth Concepts LLC 0.01% New 49,664 $1.1M
Orion Porfolio Solutions, LLC 0.01% New 48,503 $1.0M
Orion Portfolio Solutions, LLC 0.01% New 48,503 $1.0M
Insight Wealth Partners, LLC 0.64% New 46,917 $993K
Beacon Capital Management, LLC 0.18% New 45,245 $958K
Arete Wealth Advisors, LLC 0.08% New 45,560 $956K
Diversify Advisory Services, LLC 0.05% New 43,123 $923K
LGT Financial Advisors LLC 1.94% New 43,538 $922K
Jane Street Group, LLC 0.00% New 40,200 $851K
Sigma Planning Corp 0.03% New 39,204 $830K
Ausdal Financial Partners, Inc. 0.08% New 37,201 $788K
Harbour Investments, Inc. 0.03% New 36,352 $770K
Lineweaver Wealth Advisors, LLC 0.16% New 35,588 $753K
Dynamic Advisor Solutions LLC 0.02% New 35,391 $749K
Boothbay Fund Management, LLC 0.03% New 34,735 $735K
J.W. Cole Advisors, Inc. 0.03% New 34,194 $724K
Cooper Financial Group 0.11% New 34,061 $721K
Fisher Asset Management 0.00% New 33,409 $707K
Castleview Partners, LLC 0.40% New 33,140 $702K
HF Advisory Group, LLC 0.36% New 32,498 $688K
Atria Wealth Solutions, Inc. 0.01% New 32,009 $678K
Apollon Wealth Management, LLC 0.02% New 31,813 $673K
Berger Financial Group, Inc 0.05% New 31,320 $663K
Camelot Portfolios, LLC 0.36% New 29,759 $630K
Fulcrum Equity Management 0.55% New 28,825 $610K
Centaurus Financial, Inc. 0.04% New 28,664 $607K
Moloney Securities Asset Management, LLC 0.09% New 28,592 $605K
Rehmann Capital Advisory Group 0.04% New 27,857 $590K
Triumph Capital Management 0.21% New 25,872 $548K
Envestnet Asset Management Inc. 0.00% New 25,188 $533K
Monument Capital Management 0.15% New 23,550 $499K
McKinley Carter Wealth Services, Inc. 0.03% New 23,242 $492K
Wealth Enhancement Advisory Services, LLC 0.00% New 23,186 $491K
Creative Planning 0.00% New 22,546 $477K
BOS Asset Management, LLC 0.22% New 22,510 $477K
Advisory Alpha, LLC 0.02% New 22,292 $472K
Cerity Partners LLC 0.00% New 22,161 $469K
Townsquare Capital LLC 0.01% New 22,003 $466K
Authentikos Wealth Advisory, LLC 0.44% New 21,406 $453K
Ameriprise Financial Inc. 0.00% New 19,852 $420K
N.E.W. Advisory Services LLC 0.04% New 19,566 $414K
Sound Income Strategies, LLC 0.03% New 19,178 $406K
Nisa Investment Advisors, LLC 0.00% New 19,000 $402K
Silverlake Wealth Management LLC 0.16% New 18,845 $399K
Captrust Financial Advisors 0.00% New 18,231 $386K
Arkadios Wealth Advisors 0.03% New 18,080 $383K
Independent Advisor Alliance 0.01% New 17,808 $377K
E&G Advisors, LLC 0.11% New 17,700 $375K
CreativeOne Wealth, LLC 0.02% New 17,323 $367K
Pineridge Advisors LLC 0.12% New 17,080 $362K
Sage Mountain Advisors LLC 0.03% New 16,591 $351K
Northwestern Mutual Wealth Management Co. 0.00% New 16,076 $344K
Cape Investment Advisory, Inc. 0.15% New 15,776 $334K
Sowell Financial Services LLC 0.02% New 15,698 $332K
Royal Bank of Canada 0.00% New 15,552 $329K
Krilogy Financial LLC 0.02% New 15,060 $319K
UBS Group AG 0.00% New 14,611 $309K
Compound Planning, Inc. 0.02% New 18,065 $304K
Capital Asset Advisory Services LLC 0.02% New 13,945 $299K
Soltis Investment Advisors LLC 0.03% New 13,965 $296K
Redwood Wealth Management Group, LLC 0.22% New 13,734 $291K
Stewardship Advisors, LLC 0.10% New 13,629 $289K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% New 13,614 $288K
WealthPlan Investment Management, LLC 0.04% New 13,303 $282K
Raymond James Financial Services Advisors, Inc. 0.00% New 13,185 $279K
AlphaStar Capital Management, LLC 0.03% New 13,140 $278K
Brookstone Capital Management 0.00% New 12,244 $278K
RE Dickinson Investment Advisors, LLC 0.17% New 12,891 $273K
Farther Finance Advisors, LLC 0.01% New 12,970 $267K
MML Investors Services, LLC 0.00% New 12,521 $265K
WealthPLAN Partners, LLC 0.03% New 12,433 $263K
Round Hill Asset Management 0.17% New 12,284 $260K
Kingsview Wealth Management, LLC 0.01% New 12,068 $255K
Ignite Planners, LLC 0.06% New 11,648 $249K
Axxcess Wealth Management, LLC 0.01% New 11,380 $241K
Lion Street Advisors, LLC 0.09% New 11,274 $239K
Sequoia Financial Advisors, LLC 0.00% New 11,246 $238K
Alamar Capital Management, LLC 0.14% — 11,010 $233K
Factorial Partners, LLC 0.14% New 11,000 $233K
Keel Point, LLC 0.02% New 10,613 $229K
Strategic Blueprint, LLC 0.01% New 10,429 $221K
Intrua Financial, LLC 0.04% New 10,316 $218K
Beacon Pointe Advisors, LLC 0.00% New 10,265 $217K
Morgan Stanley 0.00% New 10,171 $215K
Empower Advisory Group, LLC 0.00% New 10,167 $215K
Global Assets Advisory, LLC 0.33% New 9,858 $209K
Westmount Partners, LLC 0.07% New 9,963 $205K
Curi Capital, LLC 0.00% New 9,605 $203K
Susquehanna International Group, LLP 0.00% New 9,524 $202K
Ellevest, Inc. 0.01% New 9,457 $200K
Baldwin Wealth Partners LLC 0.01% New 9,000 $191K
NFSG Corp 0.07% New 8,308 $178K
Anfield Capital Management, LLC 0.08% New 8,262 $175K
Global Retirement Partners, LLC 0.01% New 8,204 $174K
International Assets Investment Management, LLC 0.02% New 7,886 $167K
REAP Financial Group, LLC 0.04% New 7,276 $154K
Abound Wealth Management 0.05% New 6,415 $136K
JPMorgan Chase & Co. 0.00% New 5,976 $127K
Assetmark, Inc. 0.00% New 5,898 $125K
Wells Fargo & Company 0.00% New 5,517 $117K
Continuum Advisory, LLC 0.01% New 4,271 $90K
Tucker Asset Management LLC 0.02% No change 3,999 $85K
Sunbelt Securities, Inc. 0.01% New 3,848 $81K
Tyler-Stone Wealth Management 0.03% New 3,526 $75K
Gradient Investments LLC 0.00% New 3,290 $70K
Ashton Thomas Private Wealth, LLC 0.00% New 3,182 $67K
Anchor Investment Management, LLC 0.01% New 2,857 $60K
Bare Financial Services, Inc 0.03% New 2,474 $58K
Tsfg, LLC 0.01% New 2,561 $54K
Highline Wealth Partners LLC 0.02% New 2,453 $52K
IFP Advisors, Inc 0.00% New 2,384 $51K
Cullen/Frost Bankers, Inc. 0.00% New 2,313 $49K
Rosenberg Matthew Hamilton 0.01% New 2,281 $47K
Dunhill Financial, LLC 0.03% New 2,112 $45K
Pacific Capital Wealth Advisors, Inc. 0.01% New 1,909 $40K
Kelly Financial Services LLC 0.01% New 1,906 $40K
Fifth Third Bancorp 0.00% New 1,813 $38K
Johnson Financial Group, Inc. 0.00% New 4,681 $38K
Cultivar Capital, Inc. 0.03% New 1,666 $35K
Raleigh Capital Management Inc. 0.01% New 1,653 $35K
LRI Investments, LLC 0.00% New 1,437 $30K
Gen-Wealth Partners Inc 0.01% New 1,347 $29K
DiNuzzo Private Wealth, Inc. 0.00% New 1,277 $27K
Global Financial Private Client, LLC 0.01% New 1,250 $26K
Cedar Mountain Advisors, LLC 0.01% New 1,250 $26K
Householder Group Estate & Retirement Specialist, LLC 0.01% New 1,275 $26K
EverSource Wealth Advisors, LLC 0.00% New 1,113 $26K
GoalVest Advisory LLC 0.01% New 1,189 $25K
Crewe Advisors LLC 0.00% New 1,113 $24K
Financial Gravity Asset Management, Inc. 0.01% Add +200.8% 1,091 $23K
Aspire Private Capital, LLC 0.01% New 1,060 $22K
Hanson & Doremus Investment Management 0.00% New 1,048 $22K
Arax Advisory Partners 0.00% New 926 $20K
Benjamin F. Edwards & Company, Inc. 0.00% New 887 $19K
POM Investment Strategies, LLC 0.01% New 836 $18K
Moisand Fitzgerald Tamayo, LLC 0.00% New 804 $17K
Janiczek Wealth Management, LLC 0.00% New 787 $17K
US Bancorp \de 0.00% New 732 $15K
Beaird Harris Wealth Management, LLC 0.00% New 718 $15K
Archer Investment Corp 0.00% New 700 $15K
Bartlett & Co. Wealth Management LLC 0.00% New 643 $14K
Richard W. Paul & Associates, LLC 0.00% New 599 $13K
Financial Avengers, Inc. 0.01% No change 575 $12K
Parallel Advisors, LLC 0.00% New 568 $12K
NewEdge Advisors, LLC 0.00% New 510 $11K
Signaturefd, LLC 0.00% New 476 $10K
PSI Advisors, LLC 0.00% No change 465 $10K
MCF Advisors LLC 0.00% New 419 $9K
Belpointe Asset Management LLC 0.00% Reduce -85.7% 377 $8K
Asset Dedication, LLC 0.00% New 351 $7K
Financial Management Professionals, Inc. 0.00% No change 342 $7K
Silver Oak Securities, Incorporated 0.00% New 310 $7K
SWAN Capital LLC 0.00% New 280 $6K
Triad Wealth Partners, LLC 0.00% New 268 $6K
Tradewinds Capital Management, LLC 0.00% New 261 $6K
ORG Partners LLC 0.00% New 220 $5K
TD Waterhouse Canada Inc. 0.00% New 198 $4K
GHP Investment Advisors, Inc. 0.00% New 105 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 30 $635

"% of holder's portfolio" is SILA's weight in each manager's 13F, not the share of Sila Realty Trust Inc. the manager owns.