Carson Wealth (CWM LLC)
SEVN

Carson Wealth (CWM LLC)’s Seven Hills Realty Trust SEVN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$8.79K Buy
1,069
+815
+321% +$7.06K ﹤0.01% 4823
2025
Q4 		$2K Sell
254
-124
-33% -$1.16K ﹤0.01% 5130
2025
Q3 		$4K Buy
378
+112
+42% +$1.22K ﹤0.01% 4845
2025
Q2 		$3K Buy
266
+127
+91% +$1.49K ﹤0.01% 4810
2025
Q1 		$2K Buy
139
+1
+0.7% +$13 ﹤0.01% 4811
2024
Q4 		$2K Buy
138
+21
+18% +$280 ﹤0.01% 4606
2024
Q3 		$2K Buy
117
+6
+5% +$81 ﹤0.01% 4454
2024
Q2 		$1K Buy
+111
New +$1.4K ﹤0.01% 4474
2021
Q2 		$3K Hold
259
– – ﹤0.01% 2558
2021
Q1 		$3K Hold
259
– – ﹤0.01% 2557
2020
Q4 		$3K Hold
259
– – ﹤0.01% 2557
2020
Q3 		$3K Hold
259
– – ﹤0.01% 2556
2020
Q2 		$3K Hold
259
– – ﹤0.01% 2555
2020
Q1 		$3K Hold
259
– – ﹤0.01% 2553
2019
Q4 		$3K Hold
259
– – ﹤0.01% 2552
2019
Q3 		$3K Hold
259
– – ﹤0.01% 2552
2019
Q2 		$3K Hold
259
– – ﹤0.01% 2552
2019
Q1 		$3K Buy
+259
New +$4.54K ﹤0.01% 2552

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SEVN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Seven Hills Realty Trust (SEVN) stake by 321% in Q1 2026, buying an estimated $7.06K and bringing the position to 1,069 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4823.

Carson Wealth (CWM LLC) first reported a position in SEVN in Q1 2019 and has held it in 18 quarters since. 90 funds tracked by Wall St. Rank hold SEVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,069 shares of Seven Hills Realty Trust worth $8.79K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 815 Seven Hills Realty Trust shares in Q1 2026, an estimated $7.06K.
  • Seven Hills Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4823 holding.
  • Carson Wealth (CWM LLC) first reported a position in Seven Hills Realty Trust in Q1 2019 and has held it in 18 quarters since.
  • 90 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.