CA
SEVN

Calton & Associates’s Seven Hills Realty Trust SEVN Stock Holding History

Calton & Associates’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
2025
Q4 		– Sell
-13,538
Closed -$140K – 481
2025
Q3 		$140K Hold
13,538
– – 0.02% 412
2025
Q2 		$163K Hold
13,538
– – 0.03% 371
2025
Q1 		$169K Buy
+13,538
New +$175K 0.04% 327
2024
Q4 		– Sell
-13,538
Closed -$186K – 267
2024
Q3 		$186K Buy
+13,538
New +$182K 0.07% 226

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFL
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return