CFG
SILA

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

Cooper 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
2024
Q4 		– Sell
-8,268
Closed -$209K – 412
2024
Q3 		$209K Sell
8,268
-25,793
-76% -$606K 0.03% 367
2024
Q2 		$721K Buy
+34,061
New +$732K 0.11% 172

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
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cooper Financial Group's SILA Position: Q4 2024 in Review

Cooper Financial Group sold out of Sila Realty Trust (SILA) in Q4 2024, closing a stake of 8,268 shares — an estimated $209K sold.

Cooper Financial Group first reported a position in SILA in Q2 2024 and held it in 2 quarters. The position peaked at $721K in Q2 2024. 267 funds tracked by Wall St. Rank hold SILA as of Q4 2024.

  • Cooper Financial Group reported no remaining Sila Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 8,268 Sila Realty Trust shares in Q4 2024, an estimated $209K.
  • Cooper Financial Group first reported a position in Sila Realty Trust in Q2 2024 and held it in 2 quarters.
  • Cooper Financial Group's Sila Realty Trust position peaked at $721K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.