American Portfolios Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

American Portfolios 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
2022 Q3	$930	Hold	102	–	–	﹤0.01%	3279
2022 Q2	$1.09K	Hold	102	–	–	﹤0.01%	3256
2022 Q1	$1.14K	Hold	102	–	–	﹤0.01%	3341
2021 Q4	$1.06K	Hold	102	–	–	﹤0.01%	3320
2021 Q3	$1.05K	Hold	102	–	–	﹤0.01%	3292
2021 Q2	$1.22K	Buy	+102	New	+$1.24K	﹤0.01%	3228

Other funds holding SEVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Portfolios Advisors's SEVN Position: Q3 2022 in Review

American Portfolios Advisors held its Seven Hills Realty Trust (SEVN) position steady in Q3 2022 at 102 shares worth $930. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

American Portfolios Advisors first reported a position in SEVN in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.22K in Q2 2021. 34 funds tracked by Wall St. Rank hold SEVN as of Q3 2022.

American Portfolios Advisors held 102 shares of Seven Hills Realty Trust worth $930 as of Q3 2022.
American Portfolios Advisors left its Seven Hills Realty Trust share count unchanged in Q3 2022.
Seven Hills Realty Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3279 holding.
American Portfolios Advisors first reported a position in Seven Hills Realty Trust in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's Seven Hills Realty Trust position peaked at $1.22K in Q2 2021.
34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.