PlanVest Financial’s Sila Realty Trust SILA Stock Holding History

PlanVest Financial’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	$18.6K	Hold	611	–	–	0.01%	348
2026 Q1	$14.5K	Buy	+611	New	+$15K	0.01%	349

Other funds holding SILA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

PlanVest Financial's SILA Position: Q2 2026 in Review

PlanVest Financial held its Sila Realty Trust (SILA) position steady in Q2 2026 at 611 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #348.

PlanVest Financial first reported a position in SILA in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

PlanVest Financial held 611 shares of Sila Realty Trust worth $18.6K as of Q2 2026.
PlanVest Financial left its Sila Realty Trust share count unchanged in Q2 2026.
Sila Realty Trust made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #348 holding.
PlanVest Financial first reported a position in Sila Realty Trust in Q1 2026 and has held it in 2 quarters since.
262 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.