LIS
SILA

Legacy Investment Solutions’s Sila Realty Trust SILA Stock Holding History

Legacy Investment Solutions’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 		$19.6K Buy
+828
New +$20.9K 0.01% 246
2024
Q4 		$20.9K Hold
828
– – 0.01% 214
2024
Q3 		$20.2K Buy
+828
New +$19.5K 0.01% 223

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

Legacy Investment Solutions's SILA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Sila Realty Trust (SILA) in Q2 2025: 828 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SILA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SILA in Q3 2024 and has held it in 3 quarters since. The position peaked at $20.9K in Q4 2024. 275 funds tracked by Wall St. Rank hold SILA as of Q2 2025.

  • Legacy Investment Solutions held 828 shares of Sila Realty Trust worth $19.6K as of Q2 2025.
  • Sila Realty Trust was a new Legacy Investment Solutions position in Q2 2025.
  • Sila Realty Trust made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #246 holding.
  • Legacy Investment Solutions first reported a position in Sila Realty Trust in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Sila Realty Trust position peaked at $20.9K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.