GM
SILA

GeoWealth Management’s Sila Realty Trust SILA Stock Holding History

GeoWealth 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
2025
Q2 		– Sell
-1,671
Closed -$44.6K – 1301
2025
Q1 		$44.6K Sell
1,671
-3,952
-70% -$98.6K ﹤0.01% 905
2024
Q4 		$137K Hold
5,623
– – ﹤0.01% 888
2024
Q3 		$142K Buy
+5,623
New +$132K 0.01% 810

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

GeoWealth Management's SILA Position: Q2 2025 in Review

GeoWealth Management sold out of Sila Realty Trust (SILA) in Q2 2025, closing a stake of 1,671 shares — an estimated $44.6K sold.

GeoWealth Management first reported a position in SILA in Q3 2024 and held it in 3 quarters. The position peaked at $142K in Q3 2024. 275 funds tracked by Wall St. Rank hold SILA as of Q2 2025.

  • GeoWealth Management reported no remaining Sila Realty Trust position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,671 Sila Realty Trust shares in Q2 2025, an estimated $44.6K.
  • GeoWealth Management first reported a position in Sila Realty Trust in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Sila Realty Trust position peaked at $142K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.