Position in SILA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,645,451
+$203,837 QoQ
Shares Held
54,198
-11.0% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#7
of 61 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, 2026PFG Investments, LLC holds $7,035,760 across 8 REIT - Healthcare Facilities names. SILA ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,278 | $1,878,857 | |
| 2 | SILA |
Sila Realty Trust, Inc.
This page
|
54,198 | $1,645,451 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
33,826 | $1,612,823 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
31,000 | $663,400 | |
| 5 | MPT |
Medical Properties Trust Inc
|
84,859 | $392,048 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,425 | $335,063 | |
| 7 | VTR |
Ventas, Inc.
|
3,333 | $295,970 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
10,518 | $212,148 |
All Filings in SILA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,451 | 54,198 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,441,614 | 60,879 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,492,236 | 64,017 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,054,501 | 42,012 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $926,420 | 39,139 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,744,296 | 65,305 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,146,410 | 88,257 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,688,327 | 106,300 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,574,695 | 121,620 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||