BFG
SILA

Berger Financial Group’s Sila Realty Trust SILA Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-31,041
Closed -$755K – 440
2024
Q4 		$755K Buy
31,041
+1,144
+4% +$28.8K 0.05% 203
2024
Q3 		$756K Sell
29,897
-1,423
-5% -$33.4K 0.05% 183
2024
Q2 		$663K Buy
+31,320
New +$673K 0.05% 180

Other funds holding SILA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Berger Financial Group's SILA Position: Q1 2025 in Review

Berger Financial Group sold out of Sila Realty Trust (SILA) in Q1 2025, closing a stake of 31,041 shares — an estimated $755K sold.

Berger Financial Group first reported a position in SILA in Q2 2024 and held it in 3 quarters. The position peaked at $756K in Q3 2024. 282 funds tracked by Wall St. Rank hold SILA as of Q1 2025.

  • Berger Financial Group reported no remaining Sila Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 31,041 Sila Realty Trust shares in Q1 2025, an estimated $755K.
  • Berger Financial Group first reported a position in Sila Realty Trust in Q2 2024 and held it in 3 quarters.
  • Berger Financial Group's Sila Realty Trust position peaked at $756K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.