Position in SILA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,847,390
+$12,780 QoQ
Shares Held
204,704
-1.3% QoQ
Ownership
0.371%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Cetera Investment Advisers holds $101,130,606 across 13 REIT - Healthcare Facilities names. SILA ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
203,503 | $40,234,578 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
375,965 | $16,474,786 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
268,749 | $12,674,202 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
506,049 | $8,314,385 | |
| 5 | VTR |
Ventas, Inc.
|
85,788 | $7,015,742 | |
| 6 | SILA |
Sila Realty Trust, Inc.
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|
204,704 | $4,847,390 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
163,796 | $3,149,797 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
73,218 | $2,683,439 |
All Filings in SILA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,847,390 | 204,704 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,834,610 | 207,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,277,701 | 210,267 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,960,995 | 209,590 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,016,694 | 225,260 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,722,753 | 276,429 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,925,253 | 313,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,546,723 | 356,482 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||