WANY
SILA

Wealthspire Advisors (New York)’s Sila Realty Trust SILA Stock Holding History

Wealthspire Advisors (New York)’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
-117
Closed -$2.94K – 2995
2025
Q3 		$2.94K Buy
+117
New +$2.91K ﹤0.01% 2492

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

Wealthspire Advisors (New York)'s SILA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sila Realty Trust (SILA) in Q4 2025, closing a stake of 117 shares — an estimated $2.94K sold.

Wealthspire Advisors (New York) first reported a position in SILA in Q3 2025 and held it in 1 quarter. The position peaked at $2.94K in Q3 2025. 275 funds tracked by Wall St. Rank hold SILA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sila Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 117 Sila Realty Trust shares in Q4 2025, an estimated $2.94K.
  • Wealthspire Advisors (New York) first reported a position in Sila Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sila Realty Trust position peaked at $2.94K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.