IWC
SILA

Integrated Wealth Concepts’s Sila Realty Trust SILA Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-21,969
Closed -$551K – 2071
2025
Q3 		$551K Sell
21,969
-2,445
-10% -$60.9K ﹤0.01% 1287
2025
Q2 		$578K Buy
24,414
+1,399
+6% +$35.3K 0.01% 1189
2025
Q1 		$615K Sell
23,015
-806
-3% -$20.1K 0.01% 1052
2024
Q4 		$579K Sell
23,821
-15,523
-39% -$391K 0.01% 1063
2024
Q3 		$995K Sell
39,344
-10,320
-21% -$242K 0.01% 803
2024
Q2 		$1.05M Buy
+49,664
New +$1.07M 0.01% 737

Other funds holding SILA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Integrated Wealth Concepts's SILA Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Sila Realty Trust (SILA) in Q4 2025, closing a stake of 21,969 shares — an estimated $551K sold.

Integrated Wealth Concepts first reported a position in SILA in Q2 2024 and held it in 6 quarters. The position peaked at $1.05M in Q2 2024. 275 funds tracked by Wall St. Rank hold SILA as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Sila Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 21,969 Sila Realty Trust shares in Q4 2025, an estimated $551K.
  • Integrated Wealth Concepts first reported a position in Sila Realty Trust in Q2 2024 and held it in 6 quarters.
  • Integrated Wealth Concepts's Sila Realty Trust position peaked at $1.05M in Q2 2024.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.