Position in SILA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$416,630
+$416,630 QoQ
Shares Held
13,723
-30.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 257 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SILA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $12,108,327 across 16 REIT - Healthcare Facilities names. SILA ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,436 | $4,184,418 | |
| 2 | VTR |
Ventas, Inc.
|
26,486 | $2,351,956 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
40,385 | $2,106,077 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
42,342 | $2,018,866 | |
| 5 | SILA |
Sila Realty Trust, Inc.
This page
|
13,723 | $416,630 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
15,765 | $337,371 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
16,357 | $329,920 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
6,862 | $133,877 |
All Filings in SILA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,630 | 13,723 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | — | 19,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 23,008 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | — | 26,795 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | — | 29,402 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | — | 32,172 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | — | 39,831 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | — | 50,052 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | — | 49,717 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||