EWA
SEVN

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

EverSource 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
Q2 		$1K Buy
119
+93
+358% +$776 ﹤0.01% 3958
2026
Q1 		$214 Buy
+26
New +$225 ﹤0.01% 4189
2025
Q4 		– Sell
-26
Closed -$268 – 4422
2025
Q3 		$268 Sell
26
-91
-78% -$992 ﹤0.01% 4064
2025
Q2 		$1.41K Buy
+117
New +$1.37K ﹤0.01% 3622

Other funds holding SEVN

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

EverSource Wealth Advisors's SEVN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Seven Hills Realty Trust (SEVN) stake by 358% in Q2 2026, buying an estimated $776 and bringing the position to 119 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3958.

EverSource Wealth Advisors first reported a position in SEVN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.41K in Q2 2025. 22 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • EverSource Wealth Advisors held 119 shares of Seven Hills Realty Trust worth $1K as of Q2 2026.
  • EverSource Wealth Advisors bought 93 Seven Hills Realty Trust shares in Q2 2026, an estimated $776.
  • Seven Hills Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3958 holding.
  • EverSource Wealth Advisors first reported a position in Seven Hills Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Seven Hills Realty Trust position peaked at $1.41K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.