UFPG
SILA

United Financial Planning Group’s Sila Realty Trust SILA Stock Holding History

United Financial Planning 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 		$41.9K Buy
+1,380
New +$40.4K 0.02% 109
2026
Q1 		– Sell
-1,380
Closed -$32.2K – 654
2025
Q4 		$32.2K Hold
1,380
– – 0.02% 112
2025
Q3 		$34.6K Buy
+1,380
New +$34.4K 0.02% 95

Other funds holding SILA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

United Financial Planning Group's SILA Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Sila Realty Trust (SILA) in Q2 2026: 1,380 shares worth $41.9K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in SILA as recently as Q4 2025.

United Financial Planning Group first reported a position in SILA in Q3 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

  • United Financial Planning Group held 1,380 shares of Sila Realty Trust worth $41.9K as of Q2 2026.
  • Sila Realty Trust was a new United Financial Planning Group position in Q2 2026.
  • Sila Realty Trust made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #109 holding.
  • United Financial Planning Group first reported a position in Sila Realty Trust in Q3 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.