Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sila Realty Trust Inc (SILA)

268 + Investors. Track Smart Money conviction in SILA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — SILA

Based on 270 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SILA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
270 hedge funds hold SILA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold SILA compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

134 buying128 selling
Last quarter: 134 funds bought or added vs 128 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SILA position: 47 → 30 → 34 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 20% entered in last year

3% conviction (2yr+) 77% medium 20% new
Only 8 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~42 new funds/quarter

61 → 47 → 30 → 34 → 42 new funds/Q
New funds entering each quarter: 47 → 30 → 34 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 3% veterans, 37% new entrants

3% veterans 60% 1-2yr 37% new
Of 271 current holders: 9 (3%) held 2+ years, 162 held 1–2 years, 100 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
46 of 269 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SILA

In 2026 Q1, 134 hedge funds were net buyers of SILA (42 opened a new position, 92 added to an existing one), while 128 reduced or exited (87 trimmed, 41 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 32% of total institutional value in SILA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 270.

Hedge Fund Ownership: SILA

How many hedge funds hold SILA — quarterly history vs. share price
Quarterly hedge fund ownership of SILA vs. share price

Market Analysis: SILA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SILA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sila Realty Trust Inc (SILA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SILA has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SILA
+27.9%
XLRE
+11.1%

SILA outperformed XLRE by +16.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SILA
-0.9%
XLRE
+4.9%

Since the filing became public, SILA outperformed XLRE by -5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SILA
268 + Investors

Track Smart Money conviction in SILA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 268 269 -0.37%
13F Shares 36M 44M -19.06%
Total Value $825M $1.20B -31.17%
New Positions 41 34 +7
Increased Positions 91 85 +6
Closed Positions 42 31 +11
Reduced Positions 87 103 -16
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: SILA

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Institutional Holders (2026 Q1)

268 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SILA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SILA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diameter Capital Partners LP 2.33% 1,050,429 $24.9M
2 Punch & Associates Investment Management, INC. 1.84% 1,347,510 $31.9M
3 Madrona Financial Services, LLC 0.89% 170,762 $4.0M
4 Fulcrum Equity Management 0.70% 30,802 $729K
5 Frontier Capital Management Co LLC 0.66% 2,696,692 $63.9M
6 LGT Financial Advisors LLC 0.65% 5,336 $126K
7 Sophron Capital Management L.P. 0.42% 59,811 $1.4M
8 Castleview Partners, LLC 0.29% 23,946 $567K
9 Truvestments Capital LLC 0.28% 65,858 $1.6M
10 Mcdonald Partners LLC 0.25% 44,802 $1.1M
11 Vann Equity Management LLC 0.24% 13,972 $331K
12 Huntleigh Advisors, Inc. 0.18% 44,245 $1.0M
13 Diversify Advisory Services, LLC 0.18% 38,323 $1.2M
14 MeadowBrook Investment Advisors LLC 0.16% 7,425 $176K
15 BOS Asset Management, LLC 0.14% 22,510 $533K
16 Gross & Hartman Investments LLC 0.12% 9,095 $212K
17 William Blair Investment Management, LLC 0.11% 1,387,324 $32.9M
18 Huber Capital Management LLC 0.11% 29,283 $693K
19 SummitTX Capital, L.P. 0.10% 140,467 $3.3M
20 Ameriflex Group, INC. 0.10% 8,170 $193K
21 Silverlake Wealth Management LLC 0.09% 17,796 $421K
22 Safeguard Investment Advisory Group, LLC 0.07% 10,786 $255K
23 PFG Investments, LLC 0.07% 60,879 $1.4M
24 Financial Gravity Asset Management, Inc. 0.07% 15,692 $372K
25 Stewardship Advisors, LLC 0.06% 11,489 $272K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sila Realty Trust Inc (SILA)

What does the Smart Money Trend signal show for SILA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SILA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SILA?

Slight buying edge — 51% buying: Last quarter: 134 funds bought or added vs 128 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SILA holders?

Strong quality — 32% AUM from major funds: 46 of 269 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SILA?

Mostly new holders — 20% entered in last year: Only 8 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Sila Realty Trust Inc (SILA) following the 2026 Q1 hedge fund 13F filings?

As of today, SILA has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of -5.8%. Since the quarter end (March 31, 2026), SILA has gained +27.9% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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