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Sila Realty Trust shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Sila Realty Trust shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Sila Realty Trust

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All positions including Sila Realty Trust held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sila Realty Trust by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $42k 1.4k 30.36

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Sila Realty Trust

BlackRock
Vanguard Portfolio Management
Frontier Capital Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
William Blair Investment Management
Punch & Associates Investment Management
Diameter Capital Partners
Charles Schwab Investment Management
Adage Capital Partners GP
Dimensional Fund Advisors
Northern Trust
Ameriprise Financial
Invesco

View all funds holding Sila Realty Trust