CAM
SILA

Concorde Asset Management’s Sila Realty Trust SILA Stock Holding History

Concorde Asset 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
2026
Q1 		– Sell
-8,840
Closed -$206K – 254
2025
Q4 		$206K Sell
8,840
-1,900
-18% -$44.7K 0.08% 222
2025
Q3 		$264K Buy
+10,740
New +$267K 0.11% 178
2024
Q4 		– Sell
-8,646
Closed -$219K – 204
2024
Q3 		$219K Buy
+8,646
New +$203K 0.12% 153

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

Concorde Asset Management's SILA Position: Q1 2026 in Review

Concorde Asset Management sold out of Sila Realty Trust (SILA) in Q1 2026, closing a stake of 8,840 shares — an estimated $206K sold.

Concorde Asset Management first reported a position in SILA in Q3 2024 and held it in 3 quarters. The position peaked at $264K in Q3 2025. 271 funds tracked by Wall St. Rank hold SILA as of Q1 2026.

  • Concorde Asset Management reported no remaining Sila Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 8,840 Sila Realty Trust shares in Q1 2026, an estimated $206K.
  • Concorde Asset Management first reported a position in Sila Realty Trust in Q3 2024 and held it in 3 quarters.
  • Concorde Asset Management's Sila Realty Trust position peaked at $264K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.