PIWA
SILA

Prevail Innovative Wealth Advisors’s Sila Realty Trust SILA Stock Holding History

Prevail Innovative 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
2024
Q4 		– Sell
-10,977
Closed -$278K – 205
2024
Q3 		$278K Buy
+10,977
New +$258K 0.08% 142

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Prevail Innovative Wealth Advisors's SILA Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Sila Realty Trust (SILA) in Q4 2024, closing a stake of 10,977 shares — an estimated $278K sold.

Prevail Innovative Wealth Advisors first reported a position in SILA in Q3 2024 and held it in 1 quarter. The position peaked at $278K in Q3 2024. 267 funds tracked by Wall St. Rank hold SILA as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Sila Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 10,977 Sila Realty Trust shares in Q4 2024, an estimated $278K.
  • Prevail Innovative Wealth Advisors first reported a position in Sila Realty Trust in Q3 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Sila Realty Trust position peaked at $278K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.