Filing Research | SILA - SILA REALTY TRUST INC Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	275.0KSH	$8.3M
2	Transmarket Holdings LP	Shares	232.5KSH	$7.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	141.0KSH	$4.3M
4	ABC ARBITRAGE SA	Shares	60.0KSH	$1.8M
5	PFG Investments, LLC	Shares	54.2KSH	$1.6M
6	Apollon Wealth Management, LLC	Shares	28.5KSH	$866.7K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.0KSH	$728.3K
8	BOS Asset Management, LLC	Shares	22.5KSH	$683.4K
9	RFG Advisory, LLC	Shares	16.7KSH	$506.7K
10	Police & Firemen's Retirement System of New Jersey	Shares	15.4KSH	$468.4K
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	13.3KSH	$404.9K
12	J.W. COLE ADVISORS, INC.	Shares	13.1KSH	$396.6K
13	Stewardship Advisors, LLC	Shares	11.8KSH	$358.9K
14	Farther Finance Advisors, LLC	Shares	9.2KSH	$277.9K
15	Triumph Capital Management	Shares	8.8KSH	$267.4K
16	Castleview Partners, LLC	Shares	8.4KSH	$253.9K
17	Focus Financial Network, Inc.	Shares	8.2KSH	$250.3K
18	Wagner Wealth Management, LLC	Shares	8.0KSH	$242.8K
19	MeadowBrook Investment Advisors LLC	Shares	7.4KSH	$225.4K
20	Abound Wealth Management	Shares	7.1KSH	$215.3K
21	Private Wealth Group, LLC	Shares	6.9KSH	$209.1K
22	Ignite Planners, LLC	Shares	6.7KSH	$203.6K
23	Merit Financial Group, LLC	Shares	6.7KSH	$202.1K
24	Spire Wealth Management	Shares	5.3KSH	$160.2K
25	HIGHLINE WEALTH PARTNERS LLC	Shares	3.9KSH	$117.6K
26	Cape Investment Advisory, Inc.	Shares	3.4KSH	$104.7K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.1KSH	$64.7K
28	IFP Advisors, Inc	Shares	1.8KSH	$55.6K
29	LANARK FINANCIAL, INC.	Shares	1.7KSH	$52.5K
30	LRI Investments, LLC	Shares	1.4KSH	$43.6K
31	Cedar Mountain Advisors, LLC	Shares	1.3KSH	$38.0K
32	ENTRUST FINANCIAL LLC	Shares	1.2KSH	$37.2K
33	Golden State Wealth Management, LLC	Shares	1.1KSH	$33.5K
34	CITY HOLDING CO	Shares	869SH	$26.4K
35	DiNuzzo Private Wealth, Inc.	Shares	735SH	$22.3K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	643SH	$19.5K
37	ST GERMAIN D J CO INC	Shares	639SH	$19.4K
38	Blue Trust, Inc.	Shares	562SH	$17.1K
39	Moisand Fitzgerald Tamayo, LLC	Shares	463SH	$14.1K
40	CoreCap Advisors, LLC	Shares	363SH	$11.0K
41	SIGNATUREFD, LLC	Shares	292SH	$8.9K
42	Mirae Asset Global Investments Co., Ltd.	Shares	229SH	$7.0K
43	Vermillion Wealth Management, Inc.	Shares	224SH	$6.8K
44	Financial Management Professionals, Inc.	Shares	197SH	$6.0K
45	AdvisorNet Financial, Inc	Shares	186SH	$5.7K
46	GAMMA Investing LLC	Shares	177SH	$5.4K
47	Bogart Wealth, LLC	Shares	165SH	$5.0K
48	EverSource Wealth Advisors, LLC	Shares	127SH	$3.9K
49	Decker Retirement Planning Inc.	Shares	113SH	$3.4K
50	Pensionfund PDN	Shares	60.0KSH	$1.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+275.0K	+$8.3M	$8.3M
2	Transmarket Holdings LP new	Shares	+232.5K	+$7.1M	$7.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+115.9K	+$3.7M	$4.3M
4	ABC ARBITRAGE SA new	Shares	+60.0K	+$1.8M	$1.8M
5	Apollon Wealth Management, LLC new	Shares	+28.5K	+$866.7K	$866.7K
6	RFG Advisory, LLC new	Shares	+16.7K	+$506.7K	$506.7K
7	J.W. COLE ADVISORS, INC. new	Shares	+13.1K	+$396.6K	$396.6K
8	Wagner Wealth Management, LLC new	Shares	+8.0K	+$242.8K	$242.8K
9	Private Wealth Group, LLC new	Shares	+6.9K	+$209.1K	$209.1K
10	PFG Investments, LLC trimmed	Shares	-6.7K	+$203.8K	$1.6M
11	Ignite Planners, LLC new	Shares	+6.7K	+$203.6K	$203.6K
12	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+795	+$179.1K	$728.3K
13	BOS Asset Management, LLC unchanged	Shares	0	+$150.4K	$683.4K
14	HIGHLINE WEALTH PARTNERS LLC new	Shares	+3.9K	+$117.6K	$117.6K
15	Cape Investment Advisory, Inc. new	Shares	+3.4K	+$104.7K	$104.7K
16	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$103.1K	$468.4K
17	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$89.1K	$404.9K
18	Stewardship Advisors, LLC added	Shares	+333	+$86.9K	$358.9K
19	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$49.6K	$225.4K
20	Abound Wealth Management added	Shares	+93	+$49.6K	$215.3K
21	Focus Financial Network, Inc. trimmed	Shares	-1.1K	+$28.6K	$250.3K
22	IFP Advisors, Inc added	Shares	+12	+$12.5K	$55.6K
23	LANARK FINANCIAL, INC. unchanged	Shares	0	+$11.5K	$52.5K
24	Triumph Capital Management trimmed	Shares	-2.1K	+$9.9K	$267.4K
25	LRI Investments, LLC unchanged	Shares	0	+$9.6K	$43.6K
26	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$8.3K	$38.0K
27	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$8.2K	$37.2K
28	SIGNATUREFD, LLC added	Shares	+252	+$7.9K	$8.9K
29	Golden State Wealth Management, LLC added	Shares	+15	+$7.7K	$33.5K
30	CITY HOLDING CO unchanged	Shares	0	+$5.8K	$26.4K
31	Bogart Wealth, LLC new	Shares	+165	+$5.0K	$5.0K
32	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$4.9K	$22.3K
33	ST GERMAIN D J CO INC unchanged	Shares	0	+$4.3K	$19.4K
34	Blue Trust, Inc. unchanged	Shares	0	+$3.8K	$17.1K
35	CoreCap Advisors, LLC added	Shares	+32	+$3.2K	$11.0K
36	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$3.1K	$14.1K
37	Vermillion Wealth Management, Inc. added	Shares	+3	+$1.6K	$6.8K
38	GAMMA Investing LLC added	Shares	+16	+$1.6K	$5.4K
39	Financial Management Professionals, Inc. unchanged	Shares	0	+$1.3K	$6.0K
40	AdvisorNet Financial, Inc added	Shares	+2	+$1.3K	$5.7K
41	Physician Wealth Advisors, Inc. added	Shares	+29	+$1.0K	$1.6K
42	Decker Retirement Planning Inc. unchanged	Shares	0	+$755	$3.4K
43	Pensionfund PDN unchanged	Shares	0	+$401	$1.8K
44	DHJJ Financial Advisors, Ltd. new	Shares	+10	+$304	$304
45	Fortitude Family Office, LLC added	Shares	+2	+$208	$729
46	Pensionfund Sabic unchanged	Shares	0	+$193	$880
47	State of Alaska, Department of Revenue trimmed	Shares	-4.4K	+$85	$857
48	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$61	$61
49	TSFG, LLC unchanged	Shares	0	+$17	$78
50	CX Institutional unchanged	Shares	0	+$3	$11

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