SILA β€” SILA REALTY TRUST INC

Ownership history in Aptus Capital Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported SILA REALTY TRUST INC (SILA) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows SILA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SILA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in SILA REALTY TRUST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SILA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aptus Capital Advisors, LLC held SILA β€” position size vs. price
% of Fund (quarterly)    SILA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 9,156 +7 +0.1% 0.00% $230K 2025-11-12 $22.43
2025 Q2 ADDED 9,149 +7 +0.1% 0.00% $217K 2025-08-11 $24.20
2025 Q1 ADDED 9,142 +125 +1.4% 0.00% $244K 2025-05-13 $23.52
2024 Q4 REDUCED 9,017 -46,905 -83.9% 0.00% $219K 2025-02-14 $23.40
2024 Q2 INITIATED 55,922 β€” β€” 0.02% $1.2M 2024-07-31 $21.09

🏒 Other funds also holding SILA

As of 2026 Q1 β€” sorted by position size

Pensionfund Sabic 3Y 7Y 0.83% Pensionfund PDN 3Y 7Y 0.82% Fulcrum Equity Management 3Y 7Y 0.7%

FAQ About Aptus Capital Advisors, LLC and SILA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning SILA?

Aptus Capital Advisors, LLC reported SILA across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SILA position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for SILA was 0.02% in 2024 Q2.

What is the latest reported SILA position on this page?

The most recent filing on this page is 2025 Q3, when Aptus Capital Advisors, LLC reported 9,156 shares, equal to 0.00% of portfolio, with an estimated market value of $230K.

What does the chart on this SILA ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly SILA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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