Position in SILA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$907,488
-$390,622 QoQ
Shares Held
38,323
-31.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.17%
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, 2026Diversify Advisory Services, LLC holds $8,439,119 across 7 REIT - Healthcare Facilities names. SILA ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
36,231 | $1,587,642 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
81,104 | $1,559,629 | |
| 3 | MPT |
Medical Properties Trust Inc
|
303,781 | $1,406,506 | |
| 4 | LTC |
Ltc Properties Inc
|
37,494 | $1,393,277 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
71,739 | $1,178,671 | |
| 6 | SILA |
Sila Realty Trust, Inc.
This page
|
38,323 | $907,488 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
8,607 | $405,906 |
All Filings in SILA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $907,488 | 38,323 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,298,110 | 55,689 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,397,793 | 55,689 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $378,601 | 15,995 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $343,410 | 12,857 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $419,495 | 17,249 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $893,520 | 35,331 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $912,913 | 43,123 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||