EWA
SEVN

EP Wealth Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

EP Wealth 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
2026
Q1 		– Sell
-10,954
Closed -$97.5K – 1583
2025
Q4 		$97.5K Buy
+10,954
New +$103K ﹤0.01% 1453
2025
Q2 		$241K Sell
19,982
-7,954
-28% -$93.4K ﹤0.01% 1145
2025
Q1 		$349K Sell
27,936
-9,920
-26% -$128K ﹤0.01% 843
2024
Q4 		$495K Hold
37,856
– – ﹤0.01% 698
2024
Q3 		$521K Hold
37,856
– – ﹤0.01% 680
2024
Q2 		$480K Hold
37,856
– – 0.01% 545
2024
Q1 		$489K Hold
37,856
– – 0.01% 513
2023
Q4 		$490K Buy
+37,856
New +$427K 0.01% 493

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

EP Wealth Advisors's SEVN Position: Q1 2026 in Review

EP Wealth Advisors sold out of Seven Hills Realty Trust (SEVN) in Q1 2026, closing a stake of 10,954 shares — an estimated $97.5K sold.

EP Wealth Advisors first reported a position in SEVN in Q4 2023 and held it in 8 quarters. The position peaked at $521K in Q3 2024. 90 funds tracked by Wall St. Rank hold SEVN as of Q1 2026.

  • EP Wealth Advisors reported no remaining Seven Hills Realty Trust position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,954 Seven Hills Realty Trust shares in Q1 2026, an estimated $97.5K.
  • EP Wealth Advisors first reported a position in Seven Hills Realty Trust in Q4 2023 and held it in 8 quarters.
  • EP Wealth Advisors's Seven Hills Realty Trust position peaked at $521K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.