AWA
SEVN

Adapt Wealth Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

Adapt Wealth Advisors’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Sell
20,510
-4,775
-19% -$39.9K 0.06% 91
2026
Q1 		$208K Hold
25,285
– – 0.08% 99
2025
Q4 		$225K Sell
25,285
-45,700
-64% -$429K 0.08% 93
2025
Q3 		$732K Buy
+70,985
New +$774K 0.27% 54

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Adapt Wealth Advisors's SEVN Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Seven Hills Realty Trust (SEVN) stake by 19% in Q2 2026, selling an estimated $39.9K and leaving 20,510 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #91.

Adapt Wealth Advisors first reported a position in SEVN in Q3 2025 and has held it in 4 quarters since. The position peaked at $732K in Q3 2025. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Adapt Wealth Advisors held 20,510 shares of Seven Hills Realty Trust worth $173K as of Q2 2026.
  • Adapt Wealth Advisors sold 4,775 Seven Hills Realty Trust shares in Q2 2026, an estimated $39.9K.
  • Seven Hills Realty Trust made up 0.06% of Adapt Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Adapt Wealth Advisors first reported a position in Seven Hills Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Adapt Wealth Advisors's Seven Hills Realty Trust position peaked at $732K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.