AE Wealth Management’s Sila Realty Trust SILA Stock Holding History

AE Wealth Management’s Portfolio SILA Stock Details SILA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$472K	Sell	15,536 -11,306	-42%	-$331K	﹤0.01%	1247
2026 Q1	$636K	Sell	26,842 -1,371	-5%	-$33.6K	﹤0.01%	998
2025 Q4	$658K	Buy	28,213 +1,730	+7%	+$40.7K	﹤0.01%	944
2025 Q3	$665K	Buy	26,483 +1,026	+4%	+$25.5K	﹤0.01%	871
2025 Q2	$603K	Sell	25,457 -3,342	-12%	-$84.2K	﹤0.01%	861
2025 Q1	$769K	Sell	28,799 -1,938	-6%	-$48.3K	0.01%	785
2024 Q4	$748K	Sell	30,737 -3,740	-11%	-$94.2K	0.01%	776
2024 Q3	$872K	Sell	34,477 -21,575	-38%	-$507K	0.01%	731
2024 Q2	$1.19M	Buy	+56,052	New	+$1.2M	0.01%	659

Other funds holding SILA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

AE Wealth Management's SILA Position: Q2 2026 in Review

AE Wealth Management reduced its Sila Realty Trust (SILA) stake by 42% in Q2 2026, selling an estimated $331K and leaving 15,536 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

AE Wealth Management first reported a position in SILA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2024. 262 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

AE Wealth Management held 15,536 shares of Sila Realty Trust worth $472K as of Q2 2026.
AE Wealth Management sold 11,306 Sila Realty Trust shares in Q2 2026, an estimated $331K.
Sila Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1247 holding.
AE Wealth Management first reported a position in Sila Realty Trust in Q2 2024 and has held it in 9 quarters since.
AE Wealth Management's Sila Realty Trust position peaked at $1.19M in Q2 2024.
262 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.