Position in SILA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$931,594
-$9,290 QoQ
Shares Held
39,341
-2.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SILA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $65,796,522 across 12 REIT - Healthcare Facilities names. SILA ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
138,713 | $27,424,947 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
1,153,926 | $18,959,004 | |
| 3 | CHCT |
Community Healthcare Trust Inc
|
537,868 | $8,546,722 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
103,379 | $4,530,067 | |
| 5 | VTR |
Ventas, Inc.
|
30,735 | $2,513,508 | |
| 6 | SILA |
Sila Realty Trust, Inc.
This page
|
39,341 | $931,594 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
43,456 | $738,317 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
25,963 | $499,268 |
All Filings in SILA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $931,594 | 39,341 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $940,884 | 40,364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $907,766 | 36,166 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $869,896 | 36,751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $985,652 | 36,902 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $891,765 | 36,668 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,099,002 | 43,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,585,802 | 74,908 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||