Global Retirement Partners’s Seven Hills Realty Trust SEVN Stock Holding History

Global Retirement 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	$24K	Buy	+2,850	New	+$23.8K	﹤0.01%	2954
2025 Q4	–	Sell	-3,307	Closed	-$34.1K	–	4395
2025 Q3	$34.1K	Hold	3,307	–	–	﹤0.01%	2107
2025 Q2	$39.9K	Buy	+3,307	New	+$38.8K	﹤0.01%	1902
2024 Q4	$83.5K	Sell	6,382 -1,284	-17%	-$17.1K	﹤0.01%	1365
2024 Q3	$106K	Sell	7,666 -9,333	-55%	-$126K	﹤0.01%	1214
2024 Q2	$216K	Buy	16,999 +8,881	+109%	+$112K	0.01%	853
2024 Q1	$105K	Sell	8,118 -413	-5%	-$5.31K	﹤0.01%	1060
2023 Q4	$119K	Buy	8,531 +626	+8%	+$7.07K	0.01%	960
2023 Q3	$80.5K	Hold	7,905	–	–	﹤0.01%	1022
2023 Q2	$81.1K	Hold	7,905	–	–	﹤0.01%	1037
2023 Q1	$75.9K	Hold	7,905	–	–	﹤0.01%	1039
2022 Q4	$71.9K	Hold	7,905	–	–	﹤0.01%	943
2022 Q3	$73K	Hold	7,905	–	–	0.01%	879
2022 Q2	$84K	Hold	7,905	–	–	0.01%	811
2022 Q1	$84K	Buy	+7,905	New	+$86.8K	0.01%	817

Other funds holding SEVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Global Retirement Partners's SEVN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Seven Hills Realty Trust (SEVN) in Q2 2026: 2,850 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #2954 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SEVN as recently as Q3 2025.

Global Retirement Partners first reported a position in SEVN in Q1 2022 and has held it in 15 quarters since. The position peaked at $216K in Q2 2024. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

Global Retirement Partners held 2,850 shares of Seven Hills Realty Trust worth $24K as of Q2 2026.
Seven Hills Realty Trust was a new Global Retirement Partners position in Q2 2026.
Seven Hills Realty Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2954 holding.
Global Retirement Partners first reported a position in Seven Hills Realty Trust in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Seven Hills Realty Trust position peaked at $216K in Q2 2024.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.