MW
SILA

Marcum Wealth’s Sila Realty Trust SILA Stock Holding History

Marcum Wealth’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
Q1 		$308K Hold
11,514
– – 0.03% 275
2024
Q4 		$280K Hold
11,514
– – 0.02% 296
2024
Q3 		$291K Buy
+11,514
New +$271K 0.03% 293

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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
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 $156B AUM 27.51% 1-Year Est. Return

Marcum Wealth's SILA Position: Q1 2025 in Review

Marcum Wealth held its Sila Realty Trust (SILA) position steady in Q1 2025 at 11,514 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #275.

Marcum Wealth first reported a position in SILA in Q3 2024 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold SILA as of Q1 2025.

  • Marcum Wealth held 11,514 shares of Sila Realty Trust worth $308K as of Q1 2025.
  • Marcum Wealth left its Sila Realty Trust share count unchanged in Q1 2025.
  • Sila Realty Trust made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #275 holding.
  • Marcum Wealth first reported a position in Sila Realty Trust in Q3 2024 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.