Position in SILA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$983,122
+$1,562 QoQ
Shares Held
41,517
-1.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in SILA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Geneos Wealth Management Inc. holds $4,508,706 across 10 REIT - Healthcare Facilities names. SILA ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
24,986 | $1,178,339 | |
| 2 | SILA |
Sila Realty Trust, Inc.
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|
41,517 | $983,122 | |
| 3 | WELL |
Welltower Inc.
|
4,921 | $972,930 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,812 | $649,061 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
25,646 | $435,725 | |
| 6 | VTR |
Ventas, Inc.
|
1,913 | $156,445 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
4,594 | $75,479 | |
| 8 | LTC |
Ltc Properties Inc
|
850 | $31,586 |
All Filings in SILA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983,122 | 41,517 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $981,560 | 42,109 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,099,656 | 43,811 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,364,906 | 57,664 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,216,052 | 45,528 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,090,970 | 44,859 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||