CREATIVE FINANCIAL DESIGNS INC /ADV
Position in SILA — Sila Realty Trust, Inc.
CIK 819864
KOKOMO, IN
Position in SILA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$908,554
-$69,277 QoQ
Shares Held
38,368
-8.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,730,066 across 10 REIT - Healthcare Facilities names. SILA ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
This page
|
38,368 | $908,554 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
14,019 | $230,332 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
4,298 | $188,338 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
3,332 | $157,137 | |
| 5 | WELL |
Welltower Inc.
|
589 | $116,451 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
4,518 | $71,791 | |
| 7 | VTR |
Ventas, Inc.
|
641 | $52,420 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
70 | $2,832 |
All Filings in SILA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908,554 | 38,368 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $977,831 | 41,949 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,198,650 | 47,755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $961,830 | 40,635 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,170,405 | 43,819 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,063,537 | 43,731 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,028,822 | 40,681 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||