AWM
SILA

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

Axxcess 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
2025
Q2 		– Sell
-10,861
Closed -$290K – 932
2025
Q1 		$290K Hold
10,861
– – 0.01% 692
2024
Q4 		$264K Sell
10,861
-1,319
-11% -$33.2K 0.01% 711
2024
Q3 		$308K Buy
12,180
+800
+7% +$18.8K 0.01% 679
2024
Q2 		$241K Buy
+11,380
New +$244K 0.01% 729

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

Axxcess Wealth Management's SILA Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Sila Realty Trust (SILA) in Q2 2025, closing a stake of 10,861 shares — an estimated $290K sold.

Axxcess Wealth Management first reported a position in SILA in Q2 2024 and held it in 4 quarters. The position peaked at $308K in Q3 2024. 275 funds tracked by Wall St. Rank hold SILA as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Sila Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,861 Sila Realty Trust shares in Q2 2025, an estimated $290K.
  • Axxcess Wealth Management first reported a position in Sila Realty Trust in Q2 2024 and held it in 4 quarters.
  • Axxcess Wealth Management's Sila Realty Trust position peaked at $308K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.