SILA — Carter Validus Reit Management

Ownership history in CX Institutional  ·  3 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in Carter Validus Reit Management (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,258 — 0% 0.00% $32K $24.28
2025 Q2 UNCHANGED 1,258 — 0% 0.00% $30K $22.54
2025 Q1 INITIATED 1,258 — — 0.00% $34K $25.04
% 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% Castleview Partners, LLC 3Y 7Y 0.3% CHILTON CAPITAL MANAGEMENT LLC 3Y 7Y 0.26% HARBOR CAPITAL ADVISORS, INC. 3Y 0.23%
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