BHWM
SILA

Beaird Harris Wealth Management’s Sila Realty Trust SILA Stock Holding History

Beaird Harris 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
Q3 		– Sell
-718
Closed -$17K – 767
2025
Q2 		$17K Hold
718
– – ﹤0.01% 343
2025
Q1 		$19.2K Hold
718
– – ﹤0.01% 315
2024
Q4 		$17.5K Hold
718
– – ﹤0.01% 318
2024
Q3 		$18.2K Hold
718
– – ﹤0.01% 300
2024
Q2 		$15.2K Buy
+718
New +$15.4K ﹤0.01% 326

Other funds holding SILA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Beaird Harris Wealth Management's SILA Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Sila Realty Trust (SILA) in Q3 2025, closing a stake of 718 shares — an estimated $17K sold.

Beaird Harris Wealth Management first reported a position in SILA in Q2 2024 and held it in 5 quarters. The position peaked at $19.2K in Q1 2025. 277 funds tracked by Wall St. Rank hold SILA as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Sila Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 718 Sila Realty Trust shares in Q3 2025, an estimated $17K.
  • Beaird Harris Wealth Management first reported a position in Sila Realty Trust in Q2 2024 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Sila Realty Trust position peaked at $19.2K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Sila Realty Trust as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.