LWMI
SILA

Legacy Wealth Management (Idaho)’s Sila Realty Trust SILA Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q2 		– Sell
-828
Closed -$19.6K – 1014
2026
Q1 		$19.6K Hold
828
– – 0.01% 387
2025
Q4 		$19.3K Hold
828
– – 0.01% 329
2025
Q3 		$20.8K Hold
828
– – 0.01% 262
2025
Q2 		$19.6K Hold
828
– – 0.01% 246
2025
Q1 		$22.1K Hold
828
– – 0.02% 229
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SILA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sila Realty Trust (SILA) in Q2 2026, closing a stake of 828 shares — an estimated $19.6K sold.

Legacy Wealth Management (Idaho) first reported a position in SILA in Q3 2024 and held it in 7 quarters. The position peaked at $22.1K in Q1 2025. 266 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Sila Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 828 Sila Realty Trust shares in Q2 2026, an estimated $19.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Sila Realty Trust in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Sila Realty Trust position peaked at $22.1K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.