EP
SEVN

Essential Partners’s Seven Hills Realty Trust SEVN Stock Holding History

Essential Partners’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 		$1.74K Buy
206
+143
+227% +$1.19K ﹤0.01% 2036
2026
Q1 		$518 Buy
+63
New +$546 ﹤0.01% 2428
2025
Q4 		– Sell
-262
Closed -$2.7K – 2902
2025
Q3 		$2.7K Buy
262
+253
+2,811% +$2.76K ﹤0.01% 1690
2025
Q2 		$109 Buy
+9
New +$106 ﹤0.01% 2053

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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
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 $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Essential Partners's SEVN Position: Q2 2026 in Review

Essential Partners increased its Seven Hills Realty Trust (SEVN) stake by 227% in Q2 2026, buying an estimated $1.19K and bringing the position to 206 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Essential Partners first reported a position in SEVN in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.7K in Q3 2025. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Essential Partners held 206 shares of Seven Hills Realty Trust worth $1.74K as of Q2 2026.
  • Essential Partners bought 143 Seven Hills Realty Trust shares in Q2 2026, an estimated $1.19K.
  • Seven Hills Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2036 holding.
  • Essential Partners first reported a position in Seven Hills Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's Seven Hills Realty Trust position peaked at $2.7K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.