IAA
SILA

Independent Advisor Alliance’s Sila Realty Trust SILA Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-8,618
Closed -$204K – 992
2025
Q2 		$204K Buy
+8,618
New +$217K 0.01% 840
2024
Q4 		– Sell
-9,387
Closed -$237K – 1380
2024
Q3 		$237K Sell
9,387
-8,421
-47% -$198K 0.01% 619
2024
Q2 		$377K Buy
+17,808
New +$382K 0.01% 517

Other funds holding SILA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Independent Advisor Alliance's SILA Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Sila Realty Trust (SILA) in Q3 2025, closing a stake of 8,618 shares — an estimated $204K sold.

Independent Advisor Alliance first reported a position in SILA in Q2 2024 and held it in 3 quarters. The position peaked at $377K in Q2 2024. 277 funds tracked by Wall St. Rank hold SILA as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Sila Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,618 Sila Realty Trust shares in Q3 2025, an estimated $204K.
  • Independent Advisor Alliance first reported a position in Sila Realty Trust in Q2 2024 and held it in 3 quarters.
  • Independent Advisor Alliance's Sila Realty Trust position peaked at $377K in Q2 2024.
  • 277 funds tracked by Wall St. Rank held Sila Realty Trust as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.