HGERS
SILA

Householder Group Estate & Retirement Specialist’s Sila Realty Trust SILA Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$17K Sell
730
-660
-47% -$16.6K 0.01% 307
2024
Q3 		$35K Buy
1,390
+115
+9% +$2.7K 0.01% 560
2024
Q2 		$26K Buy
+1,275
New +$27.4K 0.01% 625

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 $9.73B AUM 55.65% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 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 $1.73B AUM 27.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SILA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Sila Realty Trust (SILA) stake by 47% in Q4 2024, selling an estimated $16.6K and leaving 730 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #307.

Householder Group Estate & Retirement Specialist first reported a position in SILA in Q2 2024 and has held it in 3 quarters since. The position peaked at $35K in Q3 2024. 267 funds tracked by Wall St. Rank hold SILA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 730 shares of Sila Realty Trust worth $17K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 660 Sila Realty Trust shares in Q4 2024, an estimated $16.6K.
  • Sila Realty Trust made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #307 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Sila Realty Trust in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Sila Realty Trust position peaked at $35K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.