FGAM
SILA

Financial Gravity Asset Management’s Sila Realty Trust SILA Stock Holding History

Financial Gravity 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 		$372K Buy
15,692
+11,641
+287% +$285K 0.07% 120
2025
Q4 		$94.4K Sell
4,051
-202
-5% -$4.75K 0.02% 188
2025
Q3 		$107K Buy
+4,253
New +$106K 0.02% 214
2025
Q1 		$442K Buy
+16,566
New +$413K 0.1% 99
2024
Q2 		$23.1K Buy
+1,091
New +$23.4K 0.01% 369

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

Financial Gravity Asset Management's SILA Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Sila Realty Trust (SILA) stake by 287% in Q1 2026, buying an estimated $285K and bringing the position to 15,692 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #120.

Financial Gravity Asset Management first reported a position in SILA in Q2 2024 and has held it in 5 quarters since. The position peaked at $442K in Q1 2025. 271 funds tracked by Wall St. Rank hold SILA as of Q1 2026.

  • Financial Gravity Asset Management held 15,692 shares of Sila Realty Trust worth $372K as of Q1 2026.
  • Financial Gravity Asset Management bought 11,641 Sila Realty Trust shares in Q1 2026, an estimated $285K.
  • Sila Realty Trust made up 0.07% of Financial Gravity Asset Management's portfolio in Q1 2026, its #120 holding.
  • Financial Gravity Asset Management first reported a position in Sila Realty Trust in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Sila Realty Trust position peaked at $442K in Q1 2025.
  • 271 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.