Safeguard Investment Advisory Group’s Sila Realty Trust SILA Stock Holding History

Safeguard Investment Advisory Group’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	$214K	Sell	7,043 -3,743	-35%	-$109K	0.05%	164
2026 Q1	$255K	Buy	10,786 +103	+1%	+$2.52K	0.07%	112
2025 Q4	$249K	Buy	10,683 +107	+1%	+$2.52K	0.06%	113
2025 Q3	$265K	Sell	10,576 -1,530	-13%	-$38.1K	0.07%	113
2025 Q2	$287K	Buy	12,106 +83	+0.7%	+$2.09K	0.07%	109
2025 Q1	$321K	Sell	12,023 -332	-3%	-$8.28K	0.09%	91
2024 Q4	$300K	Buy	+12,355	New	+$311K	0.08%	85

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

Safeguard Investment Advisory Group's SILA Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Sila Realty Trust (SILA) stake by 35% in Q2 2026, selling an estimated $109K and leaving 7,043 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #164.

Safeguard Investment Advisory Group first reported a position in SILA in Q4 2024 and has held it in 7 quarters since. The position peaked at $321K in Q1 2025. 262 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

Safeguard Investment Advisory Group held 7,043 shares of Sila Realty Trust worth $214K as of Q2 2026.
Safeguard Investment Advisory Group sold 3,743 Sila Realty Trust shares in Q2 2026, an estimated $109K.
Sila Realty Trust made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #164 holding.
Safeguard Investment Advisory Group first reported a position in Sila Realty Trust in Q4 2024 and has held it in 7 quarters since.
Safeguard Investment Advisory Group's Sila Realty Trust position peaked at $321K in Q1 2025.
262 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.