Creative Planning
SEVN

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return