CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SILA — Sila Realty Trust, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SILA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,323,125
+$939,839 QoQ
Shares Held
1,027,159
+2.4% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SILA Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,413,085,157 across 17 REIT - Healthcare Facilities names. SILA ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,829,439 | $1,745,668,384 | |
| 2 | VTR |
Ventas, Inc.
|
6,447,367 | $527,265,673 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
4,616,672 | $202,302,567 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
11,461,160 | $188,306,858 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,265,114 | $156,316,428 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,982,265 | $140,643,617 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,330,756 | $124,549,544 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,773,303 | $91,790,616 |
All Filings in SILA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,323,125 | 1,027,159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,383,286 | 1,003,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,351,492 | 970,179 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,146,233 | 893,377 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,123,509 | 678,529 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $15,540,625 | 639,006 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,099,603 | 320,269 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||