Sila Realty TrustSILA

13F holders, Q3 2024 (September 30)
257holders +63
110new positions
52sold out
2famous investors
$25.29avg. 13F price*

At the end of Q3 2024, 257 institutions reported holding Sila Realty Trust Inc. (SILA) in their 13F filings, up 63 from Q2 2024. 110 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($66.9M), BlackRock, Inc. ($54.6M) and Diameter Capital Partners LP ($48.0M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q3 2024

InstitutionsTotal Value
New Positions110$292.0M
Exits52$87.8M

All 13F filers, Q2 2024 → Q3 2024: 15,255,850 shares bought and 6,309,477 shares sold, net +8,946,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 257 holders

Vanguard Group Inc. 0.00% New 2,645,836 $66.9M
BlackRock, Inc. 0.00% — 2,159,252 $54.6M
Diameter Capital Partners LP 15.57% New 1,899,130 $48.0M
Conversant Capital LLC 8.54% Add +388.8% 1,808,481 $45.7M
Millennium Management 0.02% Add +20.3% 909,442 $23.0M
State Street Corp. 0.00% New 877,389 $22.3M
Balyasny Asset Management L.P. 0.06% Add +46.6% 864,216 $21.9M
Citadel Advisors 0.02% Add +71.8% 727,310 $18.4M
Osaic Holdings, Inc. 0.04% Add +819.9% 630,306 $15.9M
Frontier Capital Management Co. LLC 0.15% New 625,150 $15.8M
Geode Capital Management, LLC 0.00% New 576,995 $14.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -22.8% 566,510 $14.3M
Punch & Associates Investment Management, Inc. 0.79% New 558,366 $14.1M
LPL Financial LLC 0.00% Add +32.2% 393,652 $10.0M
Chilton Capital Management LLC 0.38% New 354,832 $9.0M
Charles Schwab Investment Management Inc. 0.00% New 320,269 $8.1M
Park West Asset Management LLC 0.59% New 314,621 $8.0M
Cetera Investment Advisers 0.02% Reduce -12.1% 313,375 $7.9M
ExodusPoint Capital Management, LP 0.07% Add +13.2% 277,766 $7.0M
Harbor Capital Advisors, Inc. 0.30% New 274,770 $6.9M
Susquehanna International Group, LLP 0.01% Add +2592.4% 256,420 $6.5M
Legal & General Group Plc 0.00% New 243,646 $6.2M
Madrona Financial Services, LLC 1.47% Reduce -5.2% 209,786 $5.3M
HGI Capital Management, LLC 4.39% New 199,067 $5.0M
Nuveen Asset Management, LLC 0.00% New 180,907 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +3.9% 172,666 $4.4M
Graham Capital Wealth Management, LLC 4.56% New 170,190 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 161,757 $4.1M
Envestnet Asset Management Inc. 0.00% Add +500.6% 151,279 $3.8M
Mariner, LLC 0.01% Add +40.5% 146,144 $3.7M
AWH Capital, L.P. 3.27% New 145,000 $3.7M
Ranger Global Real Estate Advisors, LLC 1.54% Reduce -79.4% 140,879 $3.6M
Northern Trust Corp. 0.00% New 132,587 $3.4M
Manufacturers Life Insurance Company, The 0.00% New 130,168 $3.3M
Diversify Wealth Management, LLC 0.30% Reduce -11.6% 119,471 $3.1M
Keeley-Teton Advisors, LLC 0.34% New 120,385 $3.0M
Adage Capital Partners Gp, L.L.C. 0.01% New 114,031 $2.9M
Larson Financial Group LLC 0.16% Add +22.0% 110,064 $2.8M
UBS Group AG 0.00% Add +648.6% 109,376 $2.8M
McDonald Partners LLC 0.68% Add +36.0% 107,159 $2.7M
Prime Capital Investment Advisors, LLC 0.04% Reduce -30.5% 106,346 $2.7M
PFG Investments, LLC 0.17% Reduce -12.6% 106,300 $2.7M
PFG Advisors 0.17% Reduce -13.2% 105,871 $2.7M
Morgan Stanley 0.00% Add +938.8% 105,660 $2.7M
Easterly Investment Partners LLC 0.20% New 96,639 $2.4M
Two Sigma Investments, LP 0.01% New 93,359 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -20.0% 79,931 $2.0M
Two Sigma Advisers, LP 0.00% New 74,200 $1.9M
Royal Bank of Canada 0.00% Add +367.6% 72,725 $1.8M
Centaurus Financial, Inc. 0.11% Add +130.9% 66,195 $1.7M
Citigroup Inc. 0.00% New 64,444 $1.6M
Waterfront Capital Partners, LLC 0.30% New 63,503 $1.6M
Prudential Financial Inc. 0.00% Reduce -92.6% 62,887 $1.6M
Regatta Capital Group, LLC 0.28% Reduce -4.3% 56,162 $1.4M
JB Capital LLC 0.08% Reduce -4.7% 53,282 $1.3M
Focus Financial Network, Inc. 0.05% Reduce -13.0% 51,975 $1.3M
Independent Financial Group, LLC 0.05% Reduce -65.1% 51,798 $1.3M
Allworth Financial LP 0.01% Add +0.7% 50,052 $1.3M
Jefferies Financial Group Inc. 0.02% New 50,000 $1.3M
HF Advisory Group, LLC 0.58% Add +51.6% 49,283 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -9.5% 43,906 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -9.5% 43,906 $1.1M
Goldman Sachs Group Inc. 0.00% New 43,670 $1.1M
Focus Partners Wealth 0.00% Reduce -42.0% 43,456 $1.1M
Dimensional Fund Advisors LP 0.00% New 41,897 $1.1M
Creative Financial Designs Inc. 0.09% New 40,681 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -20.8% 39,344 $995K
Boothbay Fund Management, LLC 0.03% Add +9.9% 38,183 $966K
Verition Fund Management LLC 0.01% New 37,872 $958K
Sigma Planning Corp 0.03% Reduce -3.9% 37,668 $953K
Ausdal Financial Partners, Inc. 0.10% Reduce -0.4% 37,065 $937K
JPMorgan Chase & Co. 0.00% Add +510.9% 36,509 $923K
Diversify Advisory Services, LLC 0.05% Reduce -18.1% 35,331 $909K
HSBC Holdings PLC 0.00% New 35,560 $898K
BNP Paribas Financial Markets 0.00% New 34,529 $873K
AE Wealth Management LLC 0.01% Reduce -38.5% 34,477 $872K
Landscape Capital Management, L.L.C. 0.09% New 34,274 $867K
Jump Financial, LLC 0.02% New 34,177 $864K
Arete Wealth Advisors, LLC 0.07% Reduce -24.7% 34,320 $863K
Atria Wealth Solutions, Inc. 0.01% Add +4.7% 33,514 $848K
Fulcrum Equity Management 0.71% Add +15.3% 33,243 $841K
J.W. Cole Advisors, Inc. 0.03% Reduce -7.3% 31,684 $801K
Castleview Partners, LLC 0.44% Reduce -8.4% 30,346 $767K
Berger Financial Group, Inc 0.05% Reduce -4.5% 29,897 $756K
Invesco Ltd. 0.00% New 29,650 $750K
Raymond James Financial Services Advisors, Inc. 0.00% Add +115.5% 28,418 $719K
Rehmann Capital Advisory Group 0.05% Reduce -0.4% 27,749 $702K
State of Alaska, Department of Revenue 0.01% New 27,216 $688K
Amundi 0.00% New 27,355 $681K
Deutsche Bank AG 0.00% New 26,522 $671K
Macquarie Group Ltd. 0.00% New 26,279 $665K
Apollon Wealth Management, LLC 0.02% Reduce -17.5% 26,255 $664K
Panoramic Investment Advisors, LLC 0.45% — 25,637 $648K
Sanctuary Advisors, LLC 0.00% New 25,639 $646K
Monument Capital Management 0.16% No change 23,550 $596K
Barclays PLC 0.00% New 23,392 $592K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.4% 23,269 $588K
McKinley Carter Wealth Services, Inc. 0.04% Add +0.1% 23,262 $588K
Harbour Investments, Inc. 0.02% Reduce -36.5% 23,090 $584K
Beacon Capital Management, LLC 0.08% Reduce -49.1% 23,049 $583K
Accurate Wealth Management, LLC 0.11% New 21,951 $570K
BOS Asset Management, LLC 0.21% No change 22,510 $569K
Schonfeld Strategic Advisors LLC 0.00% New 21,812 $552K
Fortitude Family Office, LLC 0.21% New 21,395 $541K
Bank of America Corp. 0.00% New 20,613 $521K
Cape Investment Advisory, Inc. 0.21% Add +27.3% 20,075 $508K
Captrust Financial Advisors 0.00% Add +4.7% 19,083 $483K
Dynamic Advisor Solutions LLC 0.01% Reduce -46.2% 19,036 $481K
Aster Capital Management (DIFC) Ltd 0.10% — 18,948 $479K
HighPoint Advisor Group LLC 0.03% New 18,621 $464K
MML Investors Services, LLC 0.00% Add +40.3% 17,568 $444K
Cwm, LLC 0.00% New 16,803 $425K
Sage Mountain Advisors LLC 0.04% No change 16,591 $420K
Man Group plc 0.00% New 16,533 $418K
Triumph Capital Management 0.15% Reduce -36.8% 16,344 $416K
CreativeOne Wealth, LLC 0.01% Reduce -5.6% 16,351 $414K
UniSuper Management Pty Ltd 0.00% New 16,100 $407K
Advisory Alpha, LLC 0.01% Reduce -27.8% 16,095 $407K
Arkadios Wealth Advisors 0.02% Reduce -11.3% 16,034 $406K
Coppell Advisory Solutions LLC 0.06% New 15,809 $402K
Nisa Investment Advisors, LLC 0.00% Reduce -18.5% 15,488 $394K
Townsquare Capital LLC 0.00% Reduce -29.7% 15,476 $391K
Cerity Partners LLC 0.00% Reduce -30.4% 15,429 $390K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.7% 15,153 $383K
Creative Planning 0.00% Reduce -33.9% 14,895 $377K
Brookstone Capital Management 0.01% Add +21.3% 14,848 $376K
WINTON GROUP Ltd 0.02% New 14,063 $356K
Hutchens & Kramer Investment Management Group, LLC 0.19% New 13,637 $348K
Stewardship Advisors, LLC 0.10% No change 13,629 $345K
Ade, LLC 0.21% New 13,505 $342K
Redwood Wealth Management Group, LLC 0.17% Reduce -2.9% 13,333 $337K
IFM Investors Pty Ltd 0.00% New 13,243 $335K
Sowell Financial Services LLC 0.02% Reduce -16.2% 13,149 $333K
Kovack Advisors, Inc. 0.03% New 12,484 $316K
Seven Eight Capital, LP 0.03% New 12,407 $314K
Compound Planning, Inc. 0.02% Reduce -8.9% 16,449 $313K
Axxcess Wealth Management, LLC 0.01% Add +7.0% 12,180 $308K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 12,062 $305K
Capital Asset Advisory Services LLC 0.02% Reduce -12.7% 12,180 $303K
Parkside Financial Bank & Trust 0.04% New 11,975 $303K
N.E.W. Advisory Services LLC 0.03% Reduce -40.0% 11,742 $297K
Realta Investment Advisors 0.14% New 11,571 $295K
Rhumbline Advisers 0.00% New 11,673 $295K
Marcum Wealth, LLC 0.03% New 11,514 $291K
Aberdeen Group plc 0.00% New 11,300 $286K
Moloney Securities Asset Management, LLC 0.04% Reduce -60.6% 11,272 $285K
Alamar Capital Management, LLC 0.15% No change 11,010 $280K
Alliancebernstein L.P. 0.00% New 10,988 $278K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.4% 10,980 $278K
Prevail Innovative Wealth Advisors, LLC 0.08% New 10,977 $278K
Ignite Planners, LLC 0.06% Reduce -7.6% 10,766 $272K
Tyler-Stone Wealth Management 0.05% Add +205.1% 10,758 $272K
Keel Point, LLC 0.02% Add +0.4% 10,660 $270K
Pictet Asset Management Holding SA 0.00% New 10,596 $268K
Capital Investment Advisory Services, LLC 0.03% New 10,405 $263K
Mutual Advisors, LLC 0.01% New 10,176 $262K
HBK Sorce Advisory LLC 0.01% New 10,313 $261K
SeaCrest Wealth Management, LLC 0.03% New 10,271 $260K
Van Eck Associates Corp. 0.00% New 9,866 $256K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 9,966 $252K
Merit Financial Group, LLC 0.01% New 9,615 $243K
Hilltop Holdings Inc. 0.02% New 9,538 $241K
Inspire Advisors, LLC 0.03% New 9,466 $239K
Independent Advisor Alliance 0.01% Reduce -47.3% 9,387 $237K
State of Wyoming 0.03% New 9,186 $232K
Foundations Investment Advisors, LLC 0.00% New 9,109 $230K
Financial Counselors Inc. 0.00% New 9,078 $230K
Clarity Financial LLC 0.03% New 8,819 $223K
Beacon Pointe Advisors, LLC 0.00% Reduce -14.2% 8,809 $223K
RE Dickinson Investment Advisors, LLC 0.12% Reduce -32.8% 8,666 $219K
Concorde Asset Management, LLC 0.12% New 8,646 $219K
Triton Financial Group Inc 0.14% New 8,587 $217K
Seven Springs Wealth Group, LLC 0.08% New 8,586 $217K
Csenge Advisory Group 0.01% New 8,525 $216K
Tritonpoint Wealth, LLC 0.02% New 8,389 $213K
Lion Street Advisors, LLC 0.07% Reduce -25.5% 8,404 $213K
International Assets Investment Management, LLC 0.02% Add +6.3% 8,386 $212K
Cooper Financial Group 0.03% Reduce -75.7% 8,268 $209K
LGT Financial Advisors LLC 0.51% Reduce -81.4% 8,103 $205K
Private Wealth Group, LLC 0.10% New 8,046 $203K
REAP Financial Group, LLC 0.05% No change 7,276 $184K
Blue Trust, Inc. 0.00% New 8,657 $183K
CIBC Private Wealth Group LLC 0.00% New 6,745 $171K
Abound Wealth Management 0.05% Reduce -0.9% 6,358 $161K
Baldwin Wealth Partners LLC 0.01% Reduce -33.3% 6,000 $152K
GeoWealth Management, LLC 0.01% New 5,623 $142K
Global Retirement Partners, LLC 0.00% Reduce -38.1% 5,079 $128K
Sound Income Strategies, LLC 0.01% Reduce -74.6% 4,873 $123K
IFP Advisors, Inc 0.00% Add +88.5% 4,495 $114K
SG Americas Securities, LLC 0.00% New 4,435 $112K
Continuum Advisory, LLC 0.01% No change 4,271 $103K
ORG Partners LLC 0.01% Add +1252.7% 2,976 $75K
Anchor Investment Management, LLC 0.01% No change 2,857 $72K
Sunbelt Securities, Inc. 0.01% Reduce -32.4% 2,603 $66K
Wells Fargo & Company 0.00% Reduce -53.0% 2,595 $66K
Tsfg, LLC 0.01% No change 2,561 $65K
Bare Financial Services, Inc 0.02% Reduce -5.5% 2,337 $59K
Dunhill Financial, LLC 0.03% Add +1.8% 2,149 $54K
Silver Oak Securities, Incorporated 0.01% Add +516.1% 1,910 $49K
Raleigh Capital Management Inc. 0.02% No change 1,653 $42K
Johnson Financial Group, Inc. 0.00% No change 4,681 $38K
Oakworth Capital, Inc. 0.00% New 1,397 $35K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +9.0% 1,390 $35K
LRI Investments, LLC 0.00% No change 1,437 $35K
Gen-Wealth Partners Inc 0.02% No change 1,347 $35K
Cedar Mountain Advisors, LLC 0.01% No change 1,250 $32K
GPS Wealth Strategies Group, LLC 0.00% New 1,115 $28K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -42.4% 1,099 $28K
Financial Gravity Companies, Inc. 0.01% — 1,091 $28K
Tucker Asset Management LLC 0.01% Reduce -72.7% 1,090 $28K
Pineridge Advisors LLC 0.01% Reduce -94.5% 943 $24K
PNC Financial Services Group, Inc. 0.00% New 902 $23K
City Holding Co. 0.00% New 869 $22K
Aspire Private Capital, LLC 0.01% Reduce -18.8% 861 $22K
POM Investment Strategies, LLC 0.02% No change 836 $21K
Authentikos Wealth Advisory, LLC 0.02% Reduce -96.3% 803 $20K
Legacy Investment Solutions, LLC 0.01% — 828 $20K
Legacy Wealth Managment, LLC 0.01% — 828 $20K
Private Trust Co. NA 0.00% New 782 $20K
Farmers & Merchants Investments Inc. 0.00% New 748 $19K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -42.4% 735 $19K
Beaird Harris Wealth Management, LLC 0.00% No change 718 $18K
Archer Investment Corp 0.00% Add +0.6% 704 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 643 $16K
St Germain D J Co. Inc. 0.00% New 639 $16K
Darwin Wealth Management, LLC 0.00% New 630 $16K
EverSource Wealth Advisors, LLC 0.00% Reduce -48.8% 570 $14K
Parallel Advisors, LLC 0.00% No change 568 $14K
Signaturefd, LLC 0.00% No change 476 $12K
PSI Advisors, LLC 0.00% No change 465 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -42.4% 463 $12K
Farther Finance Advisors, LLC 0.00% Reduce -96.5% 454 $11K
CoreCap Advisors, LLC 0.00% New 433 $11K
MCF Advisors LLC 0.00% No change 419 $11K
Fourpath Capital Management, LLC 0.00% New 413 $10K
Talon Private Wealth, LLC 0.00% — 388 $10K
NewEdge Advisors, LLC 0.00% Reduce -24.3% 386 $10K
Earned Wealth Advisors, LLC 0.00% New 377 $10K
Belpointe Asset Management LLC 0.00% No change 377 $10K
Daiwa Securities Group Inc. 0.00% New 362 $9K
Asset Dedication, LLC 0.00% No change 351 $9K
Arax Advisory Partners 0.00% Reduce -63.2% 341 $9K
Westend Capital Management, LLC 0.00% New 338 $9K
Financial Avengers, Inc. 0.00% Reduce -42.4% 331 $8K
Bruce G. Allen Investments, LLC 0.01% New 310 $8K
First Pacific Financial 0.00% New 309 $8K
SWAN Capital LLC 0.00% No change 280 $7K
Financial Management Professionals, Inc. 0.00% Reduce -42.4% 197 $5K
Asset Management One Co., Ltd. 0.00% New 179 $5K
Claris Advisors, LLC / Mo / 0.00% New 152 $4K
Bogart Wealth, LLC 0.00% New 145 $4K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 116 $3K
Tower Research Capital LLC (TRC) 0.00% New 100 $3K
Iron Horse Wealth Management, LLC 0.00% New 82 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 30 $759
First Horizon Advisors, Inc. 0.00% New 15 $381
FMR LLC 0.00% New 2 $51

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