SFS
SILA

Sowell Financial Services’s Sila Realty Trust SILA Stock Holding History

Sowell Financial Services’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
-13,149
Closed -$333K – 624
2024
Q3 		$333K Sell
13,149
-2,549
-16% -$59.9K 0.02% 490
2024
Q2 		$332K Buy
+15,698
New +$337K 0.02% 485

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's SILA Position: Q4 2024 in Review

Sowell Financial Services sold out of Sila Realty Trust (SILA) in Q4 2024, closing a stake of 13,149 shares — an estimated $333K sold.

Sowell Financial Services first reported a position in SILA in Q2 2024 and held it in 2 quarters. The position peaked at $333K in Q3 2024. 267 funds tracked by Wall St. Rank hold SILA as of Q4 2024.

  • Sowell Financial Services reported no remaining Sila Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 13,149 Sila Realty Trust shares in Q4 2024, an estimated $333K.
  • Sowell Financial Services first reported a position in Sila Realty Trust in Q2 2024 and held it in 2 quarters.
  • Sowell Financial Services's Sila Realty Trust position peaked at $333K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.