WealthPLAN Partners’s Sila Realty Trust SILA Stock Holding History

WealthPLAN Partners’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	-12,433	Closed	-$263K	–	318
2024 Q2	$263K	Buy	+12,433	New	+$267K	0.03%	265

Other funds holding SILA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

WealthPLAN Partners's SILA Position: Q3 2024 in Review

WealthPLAN Partners sold out of Sila Realty Trust (SILA) in Q3 2024, closing a stake of 12,433 shares — an estimated $263K sold.

WealthPLAN Partners first reported a position in SILA in Q2 2024 and held it in 1 quarter. The position peaked at $263K in Q2 2024. 257 funds tracked by Wall St. Rank hold SILA as of Q3 2024.

WealthPLAN Partners reported no remaining Sila Realty Trust position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 12,433 Sila Realty Trust shares in Q3 2024, an estimated $263K.
WealthPLAN Partners first reported a position in Sila Realty Trust in Q2 2024 and held it in 1 quarter.
WealthPLAN Partners's Sila Realty Trust position peaked at $263K in Q2 2024.
257 funds tracked by Wall St. Rank held Sila Realty Trust as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.