Creative Planning’s Seven Hills Realty Trust SEVN Stock Holding History

Creative Planning’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 Q2	$91.4K	Sell	10,846 -355	-3%	-$2.96K	﹤0.01%	4053
2026 Q1	$92.1K	Buy	+11,201	New	+$97K	﹤0.01%	3921
2017 Q3	–	Sell	-1,095	Closed	-$23K	–	3391
2017 Q2	$23K	Hold	1,095	–	–	﹤0.01%	3097
2017 Q1	$22K	Sell	1,095 -1,172	-52%	-$23.6K	﹤0.01%	3070
2016 Q4	$45K	Buy	2,267 +1,172	+107%	+$22.7K	﹤0.01%	2478
2016 Q3	$23K	Buy	+1,095	New	+$23.2K	﹤0.01%	2969

Other funds holding SEVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Creative Planning's SEVN Position: Q2 2026 in Review

Creative Planning reduced its Seven Hills Realty Trust (SEVN) stake by 3.2% in Q2 2026, selling an estimated $2.96K and leaving 10,846 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4053.

Creative Planning first reported a position in SEVN in Q3 2016 and has held it in 6 quarters since. The position peaked at $92.1K in Q1 2026. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

Creative Planning held 10,846 shares of Seven Hills Realty Trust worth $91.4K as of Q2 2026.
Creative Planning sold 355 Seven Hills Realty Trust shares in Q2 2026, an estimated $2.96K.
Seven Hills Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4053 holding.
Creative Planning first reported a position in Seven Hills Realty Trust in Q3 2016 and has held it in 6 quarters since.
Creative Planning's Seven Hills Realty Trust position peaked at $92.1K in Q1 2026.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.