WA
SILA

Waverly Advisors’s Sila Realty Trust SILA Stock Holding History

Waverly 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
Q4 		– Sell
-12,385
Closed -$311K – 1528
2025
Q3 		$311K Buy
12,385
+23
+0.2% +$573 ﹤0.01% 1026
2025
Q2 		$293K Hold
12,362
– – ﹤0.01% 976
2025
Q1 		$330K Buy
+12,362
New +$308K ﹤0.01% 896

Other funds holding SILA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Waverly Advisors's SILA Position: Q4 2025 in Review

Waverly Advisors sold out of Sila Realty Trust (SILA) in Q4 2025, closing a stake of 12,385 shares — an estimated $311K sold.

Waverly Advisors first reported a position in SILA in Q1 2025 and held it in 3 quarters. The position peaked at $330K in Q1 2025. 275 funds tracked by Wall St. Rank hold SILA as of Q4 2025.

  • Waverly Advisors reported no remaining Sila Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 12,385 Sila Realty Trust shares in Q4 2025, an estimated $311K.
  • Waverly Advisors first reported a position in Sila Realty Trust in Q1 2025 and held it in 3 quarters.
  • Waverly Advisors's Sila Realty Trust position peaked at $330K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.