AWM
SEVN

AE Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

AE Wealth Management’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 		$157K Buy
18,578
+1,146
+7% +$9.56K ﹤0.01% 1790
2026
Q1 		$143K Buy
17,432
+1,653
+10% +$14.3K ﹤0.01% 1688
2025
Q4 		$140K Buy
15,779
+1,664
+12% +$15.6K ﹤0.01% 1603
2025
Q3 		$146K Buy
+14,115
New +$154K ﹤0.01% 1473

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

AE Wealth Management's SEVN Position: Q2 2026 in Review

AE Wealth Management increased its Seven Hills Realty Trust (SEVN) stake by 6.6% in Q2 2026, buying an estimated $9.56K and bringing the position to 18,578 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

AE Wealth Management first reported a position in SEVN in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • AE Wealth Management held 18,578 shares of Seven Hills Realty Trust worth $157K as of Q2 2026.
  • AE Wealth Management bought 1,146 Seven Hills Realty Trust shares in Q2 2026, an estimated $9.56K.
  • Seven Hills Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1790 holding.
  • AE Wealth Management first reported a position in Seven Hills Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.