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Sila Realty Trust shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Sila Realty Trust (SILA) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Sila Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Sila Realty Trust held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sila Realty Trust by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $308k 12k 26.71
2024-12-31 $280k 12k 24.32
2024-09-30 $291k 12k 25.29

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Progressive Corporation (PGR)

View all positions for Aurum Wealth Management Group

Top funds holding Sila Realty Trust

BlackRock
Vanguard Group
Frontier Capital Management
State Street Corporation
Geode Capital Management
Diameter Capital Partners
Punch & Associates Investment Management
William Blair Investment Management
Victory Capital Management
Charles Schwab Investment Management
Millennium Management
Northern Trust
Conversant Capital
Adage Capital Partners GP
Dimensional Fund Advisors

View all funds holding Sila Realty Trust