AWS
SILA

Atria Wealth Solutions’s Sila Realty Trust SILA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-19,119
Closed -$511K – 1951
2025
Q1 		$511K Sell
19,119
-16,693
-47% -$416K 0.01% 1190
2024
Q4 		$871K Buy
35,812
+2,298
+7% +$57.9K 0.01% 983
2024
Q3 		$848K Buy
33,514
+1,505
+5% +$35.4K 0.01% 982
2024
Q2 		$678K Buy
+32,009
New +$687K 0.01% 1073

Other funds holding SILA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return