CGA
SEVN

Crescent Grove Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

Crescent Grove Advisors’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
Q2 		– Sell
-23,871
Closed -$298K – 295
2025
Q1 		$298K Buy
+23,871
New +$308K 0.03% 212
2024
Q4 		– Sell
-37,100
Closed -$511K – 293
2024
Q3 		$511K Sell
37,100
-64,770
-64% -$871K 0.05% 163
2024
Q2 		$1.29M Buy
101,870
+62,295
+157% +$785K 0.14% 97
2024
Q1 		$511K Buy
+39,575
New +$509K 0.05% 184
2023
Q4 		– Sell
-61,615
Closed -$673K – 295
2023
Q3 		$673K Buy
+61,615
New +$659K 0.08% 137

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
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Crescent Grove Advisors's SEVN Position: Q2 2025 in Review

Crescent Grove Advisors sold out of Seven Hills Realty Trust (SEVN) in Q2 2025, closing a stake of 23,871 shares — an estimated $298K sold.

Crescent Grove Advisors first reported a position in SEVN in Q3 2023 and held it in 5 quarters. The position peaked at $1.29M in Q2 2024. 65 funds tracked by Wall St. Rank hold SEVN as of Q2 2025.

  • Crescent Grove Advisors reported no remaining Seven Hills Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 23,871 Seven Hills Realty Trust shares in Q2 2025, an estimated $298K.
  • Crescent Grove Advisors first reported a position in Seven Hills Realty Trust in Q3 2023 and held it in 5 quarters.
  • Crescent Grove Advisors's Seven Hills Realty Trust position peaked at $1.29M in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.