STOCK TITAN

Vanguard Portfolio Management (SILA) reports 5.06% ownership in Sila Realty Trust

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Sila Realty Trust Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 2,797,133 shares of Common Stock, representing 5.06% of the class. The filing states Vanguard has sole dispositive power over these shares and sole voting power for 21,400 shares. The filing is signed by Ashley Grim on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard reports a passive >5% stake in Sila Realty Trust.

The Schedule 13G shows Vanguard Portfolio Management beneficially owns 2,797,133 shares, equal to 5.06% of the class, with sole dispositive power. This filing is consistent with institutional passive disclosure rather than an active acquisition signal.

Impact is neutral: holdings above 5% trigger disclosure but do not alone imply strategic change. Subsequent filings could show shifts in voting or disposition authority.

Disclosure clarifies voting and dividend authority across Vanguard entities.

The statement explains that dispositive power is exercised by Vanguard Portfolio Management LLC and affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. It attributes dividends/proceeds rights to managed funds and accounts.

Governance teams should note the separate voting and dispositive figures when tracking large-holder influence on shareholder matters.

Shares beneficially owned 2,797,133 shares Amount beneficially owned reported on Schedule 13G
Percent of class 5.06% Percent of common stock beneficially owned
Sole voting power 21,400 shares Number of shares with sole power to vote
Filing signature date 04/29/2026 Signature date on the Schedule 13G
CUSIP 146280508 CUSIP for Sila Realty Trust common stock
Schedule 13G regulatory
"Vanguard Portfolio Management reports beneficial ownership on Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Amount beneficially owned: 2797133 (b) Percent of class: 5.06 %"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2797133"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does Vanguard Portfolio Management report in Sila Realty Trust (SILA)?

Vanguard reports beneficial ownership of 2,797,133 shares, representing 5.06% of Sila Realty Trust's common stock. The filing lists sole dispositive power over these shares and sole voting power for 21,400 shares.

Does Vanguard have voting control over all the shares it reports for SILA?

No. Vanguard reports sole voting power for 21,400 shares and sole dispositive power for 2,797,133 shares. The filing distinguishes between voting authority and the broader right to direct disposition of shares.

When was the Schedule 13G for Vanguard filed for SILA?

The form is signed by Ashley Grim with a signature date of 04/29/2026. The ownership figures are reported as of 03/31/2026 in the cover information at the top of the disclosure.

Why did Vanguard file a Schedule 13G for SILA instead of a 13D?

A Schedule 13G indicates passive or institutional ownership under the rules; Vanguard reports beneficial ownership of just over 5.00%. The filing text explains holdings relate to managed funds and accounts rather than an activist intent.

Who signed the Schedule 13G for Vanguard regarding SILA?

Ashley Grim, Head of Global Fund Administration, signed the filing on 04/29/2026. The signature certifies the reported ownership and the statements about dispositive and voting powers contained in the filing.





146280508

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026