Carson Wealth (CWM LLC)
SILA

Carson Wealth (CWM LLC)’s Sila Realty Trust SILA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$319K Sell
13,486
-2,429
-15% -$59.5K ﹤0.01% 2340
2025
Q4 		$371K Sell
15,915
-4,579
-22% -$108K ﹤0.01% 2115
2025
Q3 		$514K Buy
20,494
+1,645
+9% +$41K ﹤0.01% 1784
2025
Q2 		$446K Buy
18,849
+72
+0.4% +$1.81K ﹤0.01% 1643
2025
Q1 		$502K Buy
18,777
+831
+5% +$20.7K ﹤0.01% 1441
2024
Q4 		$436K Buy
17,946
+1,143
+7% +$28.8K ﹤0.01% 1439
2024
Q3 		$425K Buy
+16,803
New +$395K ﹤0.01% 1393

Other funds holding SILA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SILA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sila Realty Trust (SILA) stake by 15% in Q1 2026, selling an estimated $59.5K and leaving 13,486 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Carson Wealth (CWM LLC) first reported a position in SILA in Q3 2024 and has held it in 7 quarters since. The position peaked at $514K in Q3 2025. 271 funds tracked by Wall St. Rank hold SILA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,486 shares of Sila Realty Trust worth $319K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,429 Sila Realty Trust shares in Q1 2026, an estimated $59.5K.
  • Sila Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2340 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sila Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Sila Realty Trust position peaked at $514K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.