MYIA
SILA

Mount Yale Investment Advisors’s Sila Realty Trust SILA Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-632
Closed -$15K – 1658
2025
Q2 		$15K Buy
+632
New +$15.9K ﹤0.01% 1085

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's SILA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Sila Realty Trust (SILA) in Q3 2025, closing a stake of 632 shares — an estimated $15K sold.

Mount Yale Investment Advisors first reported a position in SILA in Q2 2025 and held it in 1 quarter. The position peaked at $15K in Q2 2025. 277 funds tracked by Wall St. Rank hold SILA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Sila Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 632 Sila Realty Trust shares in Q3 2025, an estimated $15K.
  • Mount Yale Investment Advisors first reported a position in Sila Realty Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Sila Realty Trust position peaked at $15K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Sila Realty Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.