Position in SILA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,374,733
+$1,056,255 QoQ
Shares Held
311,433
+14.9% QoQ
Ownership
0.564%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 3.6971033898141816.ToString("F0")%
Shared 0.ToString("F0")%
None 96.30289661018581.ToString("F0")%
Common Shares in SILA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $288,974,194 across 15 REIT - Healthcare Facilities names. SILA ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
451,343 | $89,235,024 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
5,398,936 | $88,704,518 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
681,980 | $32,162,176 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
690,920 | $30,276,114 | |
| 5 | VTR |
Ventas, Inc.
|
209,926 | $17,167,748 | |
| 6 | SILA |
Sila Realty Trust, Inc.
This page
|
311,433 | $7,374,733 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
177,614 | $6,509,553 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
322,821 | $5,484,728 |
All Filings in SILA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,374,733 | 311,433 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,318,478 | 271,063 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,219,195 | 327,458 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,054,309 | 340,275 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,204,938 | 307,186 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,397,744 | 345,302 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,955,459 | 393,652 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,302,012 | 297,686 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||