MCWS
SILA

McKinley Carter Wealth Services’s Sila Realty Trust SILA Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-13,980
Closed -$326K – 331
2025
Q4 		$326K Hold
13,980
– – 0.02% 267
2025
Q3 		$351K Sell
13,980
-511
-4% -$12.7K 0.02% 257
2025
Q2 		$343K Hold
14,491
– – 0.02% 255
2025
Q1 		$387K Sell
14,491
-4,500
-24% -$112K 0.02% 235
2024
Q4 		$462K Sell
18,991
-4,271
-18% -$108K 0.03% 207
2024
Q3 		$588K Buy
23,262
+20
+0.1% +$470 0.04% 196
2024
Q2 		$492K Buy
+23,242
New +$499K 0.03% 209

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

McKinley Carter Wealth Services's SILA Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Sila Realty Trust (SILA) in Q1 2026, closing a stake of 13,980 shares — an estimated $326K sold.

McKinley Carter Wealth Services first reported a position in SILA in Q2 2024 and held it in 7 quarters. The position peaked at $588K in Q3 2024. 271 funds tracked by Wall St. Rank hold SILA as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Sila Realty Trust position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 13,980 Sila Realty Trust shares in Q1 2026, an estimated $326K.
  • McKinley Carter Wealth Services first reported a position in Sila Realty Trust in Q2 2024 and held it in 7 quarters.
  • McKinley Carter Wealth Services's Sila Realty Trust position peaked at $588K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.