Position in SILA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$635,617
-$22,027 QoQ
Shares Held
26,842
-4.9% QoQ
Ownership
0.049%
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 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, 2026AE Wealth Management LLC holds $3,623,913 across 6 REIT - Healthcare Facilities names. SILA ranks #4 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
18,887 | $890,704 | |
| 2 | WELL |
Welltower Inc.
|
4,102 | $810,991 | |
| 3 | VTR |
Ventas, Inc.
|
9,168 | $749,746 | |
| 4 | SILA |
Sila Realty Trust, Inc.
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|
26,842 | $635,617 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,143 | $356,820 | |
| 6 | MPT |
Medical Properties Trust Inc
|
38,886 | $180,035 |
All Filings in SILA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $635,617 | 26,842 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $657,644 | 28,213 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $664,723 | 26,483 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $602,567 | 25,457 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $769,221 | 28,799 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $747,523 | 30,737 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $871,923 | 34,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,186,620 | 56,052 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||