Essential Partners
SEVN icon

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
Q3 		$48 Sell
7
-199
-97% -$1.54K ﹤0.01% 2773
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

Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's SEVN Position: Q3 2026 in Review

Essential Partners reduced its Seven Hills Realty Trust (SEVN) stake by 97% in Q3 2026, selling an estimated $1.54K and leaving 7 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Essential Partners first reported a position in SEVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.7K in Q3 2025. 9 funds tracked by Wall St. Rank hold SEVN as of Q3 2026.

  • Essential Partners held 7 shares of Seven Hills Realty Trust worth $48 as of Q3 2026.
  • Essential Partners sold 199 Seven Hills Realty Trust shares in Q3 2026, an estimated $1.54K.
  • Seven Hills Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2773 holding.
  • Essential Partners first reported a position in Seven Hills Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Seven Hills Realty Trust position peaked at $2.7K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.