LGT Financial Advisors LLC SILA — SILA REALTY TRUST INC

Ownership history in LGT Financial Advisors LLC  ·  8 quarters on record

AI Ownership Summary

LGT Financial Advisors LLC reported SILA REALTY TRUST INC (SILA) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.94% in 2024 Q2. The latest visible filing shows SILA at 0.65% 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 LGT Financial 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
2026 Q1

SILA was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% 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 2026 Q1

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.

SILA stock page LGT Financial Advisors LLC fund profile LGT Financial Advisors LLC full holdings
How LGT Financial Advisors LLC held SILA — position size vs. price
% of Fund (quarterly)    SILA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,336 — 0% 0.65% $126K 2026-04-28 $30.01
2025 Q4 UNCHANGED — — — 5,336 — 0% 0.76% $124K 2026-02-13 $24.90
2025 Q3 REDUCED 12.3% -5.5% ✅ 5,336 -750 -12.3% 0.29% $134K 2025-11-17 $22.44
2025 Q2 UNCHANGED — — — 6,086 — 0% 0.37% $144K 2025-07-30 $22.98
2025 Q1 REDUCED 24.9% -10.0% ✅ 6,086 -2,017 -24.9% 0.50% $163K 2025-05-08 $23.43
2024 Q4 UNCHANGED — — — 8,103 — 0% 0.44% $197K 2025-02-14 $23.10
2024 Q3 REDUCED 81.4% -3.9% ✅ 8,103 -35,435 -81.4% 0.51% $205K 2024-10-31 $22.82
2024 Q2 INITIATED — — — 43,538 — — 1.94% $922K 2024-08-05 $20.34

🏢 Other funds also holding SILA

As of 2026 Q1 — sorted by position size

Diameter Capital Partners LP 3Y 7Y 2.33% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.84% Madrona Financial Services, LLC 3Y 7Y 0.89% Pensionfund Sabic 3Y 7Y 0.83% Pensionfund PDN 3Y 7Y 0.82% Fulcrum Equity Management 3Y 7Y 0.7% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.66% Sophron Capital Management L.P. 0.42% Castleview Partners, LLC 3Y 7Y 0.29% Truvestments Capital LLC 3Y 7Y 0.28%

FAQ About LGT Financial 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 LGT Financial Advisors LLC reported owning SILA?

LGT Financial Advisors LLC reported SILA across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SILA position in LGT Financial Advisors LLC's portfolio?

The largest reported portfolio weight for SILA was 1.94% in 2024 Q2.

What is the latest reported SILA position on this page?

The most recent filing on this page is 2026 Q1, when LGT Financial Advisors LLC reported 5,336 shares, equal to 0.65% of portfolio, with an estimated market value of $126K.

What does the chart on this SILA ownership page compare?

The chart compares LGT Financial 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.

How well did LGT Financial Advisors LLC time their SILA position?

Based on 13F filing dates vs. subsequent SILA price moves, LGT Financial Advisors LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SILA relative to SPY over the holding period was +2.9%.

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