SFA
SILA

Sequoia Financial Advisors’s Sila Realty Trust SILA Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-8,368
Closed -$204K – 1479
2024
Q4 		$204K Sell
8,368
-2,612
-24% -$65.8K ﹤0.01% 1214
2024
Q3 		$278K Sell
10,980
-266
-2% -$6.25K ﹤0.01% 1007
2024
Q2 		$238K Buy
+11,246
New +$242K ﹤0.01% 1005

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

Sequoia Financial Advisors's SILA Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Sila Realty Trust (SILA) in Q1 2025, closing a stake of 8,368 shares — an estimated $204K sold.

Sequoia Financial Advisors first reported a position in SILA in Q2 2024 and held it in 3 quarters. The position peaked at $278K in Q3 2024. 282 funds tracked by Wall St. Rank hold SILA as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Sila Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,368 Sila Realty Trust shares in Q1 2025, an estimated $204K.
  • Sequoia Financial Advisors first reported a position in Sila Realty Trust in Q2 2024 and held it in 3 quarters.
  • Sequoia Financial Advisors's Sila Realty Trust position peaked at $278K in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Sila Realty Trust as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.