SILA — SILA REALTY TRUST INC

Ownership history in Castleview Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in SILA REALTY TRUST INC (SILA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.44% (2024 Q4)
Avg. % of fund
0.39%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,841 +1,341 +5.5% 0.30% $602K $22.94
2025 Q3 REDUCED 24,500 -4,582 -15.8% 0.33% $615K $24.28
2025 Q2 ADDED 29,082 +8,001 +38.0% 0.44% $688K $22.54
2025 Q1 REDUCED 21,081 -9,265 -30.5% 0.38% $563K $25.04
2024 Q4 REDUCED 30,346 -2,794 -8.4% 0.44% $767K $22.44
2024 Q3 UNCHANGED 33,140 — 0% 0.40% $702K $23.10
2024 Q2 INITIATED 33,140 — — 0.40% $702K —
% of Fund (quarterly)    SILA price (monthly, adj. close)

Other funds also holding SILA

As of 2025 Q4 — sorted by position size

Diameter Capital Partners LP 3Y 7Y 3.73% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.71% Madrona Financial Services, LLC 3Y 7Y 0.87% Fulcrum Equity Management 3Y 7Y 0.78% LGT Financial Advisors LLC 3Y 0.76% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.57% MCDONALD PARTNERS LLC 3Y 0.32% CHILTON CAPITAL MANAGEMENT LLC 3Y 7Y 0.26% HARBOR CAPITAL ADVISORS, INC. 3Y 0.23% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.22%
← Back to Castleview Partners, LLC Holdings