AW
SEVN

Atlas Wealth’s Seven Hills Realty Trust SEVN Stock Holding History

Atlas Wealth’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
2023
Q4 		– Sell
-451,237
Closed -$4.93M – 130
2023
Q3 		$4.93M Buy
+451,237
New +$4.83M 0.92% 31
2023
Q2 		– Sell
-474,144
Closed -$4.76M – 240
2023
Q1 		$4.76M Buy
+474,144
New +$5M 0.93% 31

Other funds holding SEVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return

Atlas Wealth's SEVN Position: Q4 2023 in Review

Atlas Wealth sold out of Seven Hills Realty Trust (SEVN) in Q4 2023, closing a stake of 451,237 shares — an estimated $4.93M sold.

Atlas Wealth first reported a position in SEVN in Q1 2023 and held it in 2 quarters. The position peaked at $4.93M in Q3 2023. 48 funds tracked by Wall St. Rank hold SEVN as of Q4 2023.

  • Atlas Wealth reported no remaining Seven Hills Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Atlas Wealth sold 451,237 Seven Hills Realty Trust shares in Q4 2023, an estimated $4.93M.
  • Atlas Wealth first reported a position in Seven Hills Realty Trust in Q1 2023 and held it in 2 quarters.
  • Atlas Wealth's Seven Hills Realty Trust position peaked at $4.93M in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2023.

Based on Atlas Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.