Creative Planning’s Sila Realty Trust SILA Stock Holding History

Creative Planning’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 Q2	$410K	Sell	13,513 -1,376	-9%	-$40.2K	﹤0.01%	3339
2026 Q1	$353K	Sell	14,889 -385	-3%	-$9.44K	﹤0.01%	3295
2025 Q4	$356K	Sell	15,274 -5,298	-26%	-$125K	﹤0.01%	3123
2025 Q3	$516K	Buy	20,572 +2,262	+12%	+$56.3K	﹤0.01%	2690
2025 Q2	$433K	Buy	18,310 +894	+5%	+$22.5K	﹤0.01%	2593
2025 Q1	$465K	Buy	17,416 +4,185	+32%	+$104K	﹤0.01%	2350
2024 Q4	$322K	Sell	13,231 -1,664	-11%	-$41.9K	﹤0.01%	2600
2024 Q3	$377K	Sell	14,895 -7,651	-34%	-$180K	﹤0.01%	2340
2024 Q2	$477K	Buy	+22,546	New	+$484K	﹤0.01%	1981

Other funds holding SILA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Creative Planning's SILA Position: Q2 2026 in Review

Creative Planning reduced its Sila Realty Trust (SILA) stake by 9.2% in Q2 2026, selling an estimated $40.2K and leaving 13,513 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Creative Planning first reported a position in SILA in Q2 2024 and has held it in 9 quarters since. The position peaked at $516K in Q3 2025. 262 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

Creative Planning held 13,513 shares of Sila Realty Trust worth $410K as of Q2 2026.
Creative Planning sold 1,376 Sila Realty Trust shares in Q2 2026, an estimated $40.2K.
Sila Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3339 holding.
Creative Planning first reported a position in Sila Realty Trust in Q2 2024 and has held it in 9 quarters since.
Creative Planning's Sila Realty Trust position peaked at $516K in Q3 2025.
262 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.