SIA
SILA

Soltis Investment Advisors’s Sila Realty Trust SILA Stock Holding History

Soltis Investment 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
Q3 		– Sell
-13,965
Closed -$296K – 382
2024
Q2 		$296K Buy
+13,965
New +$300K 0.03% 262

Other funds holding SILA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Soltis Investment Advisors's SILA Position: Q3 2024 in Review

Soltis Investment Advisors sold out of Sila Realty Trust (SILA) in Q3 2024, closing a stake of 13,965 shares — an estimated $296K sold.

Soltis Investment Advisors first reported a position in SILA in Q2 2024 and held it in 1 quarter. The position peaked at $296K in Q2 2024. 257 funds tracked by Wall St. Rank hold SILA as of Q3 2024.

  • Soltis Investment Advisors reported no remaining Sila Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Soltis Investment Advisors sold 13,965 Sila Realty Trust shares in Q3 2024, an estimated $296K.
  • Soltis Investment Advisors first reported a position in Sila Realty Trust in Q2 2024 and held it in 1 quarter.
  • Soltis Investment Advisors's Sila Realty Trust position peaked at $296K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Sila Realty Trust as of Q3 2024.

Based on Soltis Investment Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.