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

Other funds holding SEVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
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

Calton & Associates's SEVN Position: Q4 2025 in Review

Calton & Associates sold out of Seven Hills Realty Trust (SEVN) in Q4 2025, closing a stake of 13,538 shares — an estimated $140K sold.

Calton & Associates first reported a position in SEVN in Q3 2024 and held it in 4 quarters. The position peaked at $186K in Q3 2024. 76 funds tracked by Wall St. Rank hold SEVN as of Q4 2025.

  • Calton & Associates reported no remaining Seven Hills Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Calton & Associates sold 13,538 Seven Hills Realty Trust shares in Q4 2025, an estimated $140K.
  • Calton & Associates first reported a position in Seven Hills Realty Trust in Q3 2024 and held it in 4 quarters.
  • Calton & Associates's Seven Hills Realty Trust position peaked at $186K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.