FGC
SILA

Financial Gravity Companies’s Sila Realty Trust SILA Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$423K Buy
+17,888
New +$451K 0.08% 108
2024
Q4 		$392K Buy
16,129
+15,038
+1,378% +$379K 0.09% 102
2024
Q3 		$27.6K Buy
+1,091
New +$25.6K 0.01% 238

Other funds holding SILA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Companies's SILA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Sila Realty Trust (SILA) in Q2 2025: 17,888 shares worth $423K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SILA as recently as Q4 2024.

Financial Gravity Companies first reported a position in SILA in Q3 2024 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold SILA as of Q2 2025.

  • Financial Gravity Companies held 17,888 shares of Sila Realty Trust worth $423K as of Q2 2025.
  • Sila Realty Trust was a new Financial Gravity Companies position in Q2 2025.
  • Sila Realty Trust made up 0.08% of Financial Gravity Companies's portfolio in Q2 2025, its #108 holding.
  • Financial Gravity Companies first reported a position in Sila Realty Trust in Q3 2024 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.