OWA
SILA

Octavia Wealth Advisors’s Sila Realty Trust SILA Stock Holding History

Octavia Wealth 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
2026
Q1 		– Sell
-10,631
Closed -$248K – 254
2025
Q4 		$248K Sell
10,631
-3,014
-22% -$70.9K 0.02% 208
2025
Q3 		$342K Buy
13,645
+1,253
+10% +$31.2K 0.03% 177
2025
Q2 		$293K Buy
12,392
+3,037
+32% +$76.5K 0.03% 164
2025
Q1 		$250K Buy
+9,355
New +$233K 0.03% 192

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

Octavia Wealth Advisors's SILA Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of Sila Realty Trust (SILA) in Q1 2026, closing a stake of 10,631 shares — an estimated $248K sold.

Octavia Wealth Advisors first reported a position in SILA in Q1 2025 and held it in 4 quarters. The position peaked at $342K in Q3 2025. 271 funds tracked by Wall St. Rank hold SILA as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining Sila Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 10,631 Sila Realty Trust shares in Q1 2026, an estimated $248K.
  • Octavia Wealth Advisors first reported a position in Sila Realty Trust in Q1 2025 and held it in 4 quarters.
  • Octavia Wealth Advisors's Sila Realty Trust position peaked at $342K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.