CAAS
SILA

Capital Asset Advisory Services’s Sila Realty Trust SILA Stock Holding History

Capital Asset 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 		– Sell
-10,861
Closed -$296K – 307
2025
Q1 		$296K Hold
10,861
– – 0.02% 223
2024
Q4 		$263K Sell
10,861
-1,319
-11% -$33.2K 0.01% 265
2024
Q3 		$303K Sell
12,180
-1,765
-13% -$41.5K 0.02% 250
2024
Q2 		$299K Buy
+13,945
New +$300K 0.02% 249

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 $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Asset Advisory Services's SILA Position: Q2 2025 in Review

Capital Asset Advisory Services sold out of Sila Realty Trust (SILA) in Q2 2025, closing a stake of 10,861 shares — an estimated $296K sold.

Capital Asset Advisory Services first reported a position in SILA in Q2 2024 and held it in 4 quarters. The position peaked at $303K in Q3 2024. 275 funds tracked by Wall St. Rank hold SILA as of Q2 2025.

  • Capital Asset Advisory Services reported no remaining Sila Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10,861 Sila Realty Trust shares in Q2 2025, an estimated $296K.
  • Capital Asset Advisory Services first reported a position in Sila Realty Trust in Q2 2024 and held it in 4 quarters.
  • Capital Asset Advisory Services's Sila Realty Trust position peaked at $303K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2025.

Based on Capital Asset Advisory Services's 13F filing for Q2 2025, filed 7 Jul 2025.