AAS
SILA

Avantax Advisory Services’s Sila Realty Trust SILA Stock Holding History

Avantax Advisory Services’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 		$1.46M Buy
61,735
+21,654
+54% +$546K 0.01% 952
2025
Q1 		$1.07M Buy
+40,081
New +$1,000K 0.01% 1049

Other funds holding SILA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Avantax Advisory Services's SILA Position: Q2 2025 in Review

Avantax Advisory Services increased its Sila Realty Trust (SILA) stake by 54% in Q2 2025, buying an estimated $546K and bringing the position to 61,735 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #952.

Avantax Advisory Services first reported a position in SILA in Q1 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold SILA as of Q2 2025.

  • Avantax Advisory Services held 61,735 shares of Sila Realty Trust worth $1.46M as of Q2 2025.
  • Avantax Advisory Services bought 21,654 Sila Realty Trust shares in Q2 2025, an estimated $546K.
  • Sila Realty Trust made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #952 holding.
  • Avantax Advisory Services first reported a position in Sila Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.