CWA
SILA

Carolina Wealth Advisors’s Sila Realty Trust SILA Stock Holding History

Carolina Wealth Advisors’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
-1,066
Closed -$25.9K – 319
2024
Q4 		$25.9K Buy
+1,066
New +$26.9K 0.01% 115

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return

Carolina Wealth Advisors's SILA Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Sila Realty Trust (SILA) in Q1 2025, closing a stake of 1,066 shares — an estimated $25.9K sold.

Carolina Wealth Advisors first reported a position in SILA in Q4 2024 and held it in 1 quarter. The position peaked at $25.9K in Q4 2024. 282 funds tracked by Wall St. Rank hold SILA as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Sila Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,066 Sila Realty Trust shares in Q1 2025, an estimated $25.9K.
  • Carolina Wealth Advisors first reported a position in Sila Realty Trust in Q4 2024 and held it in 1 quarter.
  • Carolina Wealth Advisors's Sila Realty Trust position peaked at $25.9K in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.