Golden State Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Golden State Wealth Management’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	–	Sell	-982	Closed	-$8.07K	–	1690
2026 Q1	$8.07K	Hold	982	–	–	﹤0.01%	1129
2025 Q4	$8.74K	Hold	982	–	–	﹤0.01%	1139
2025 Q3	$10.1K	Hold	982	–	–	﹤0.01%	1102
2025 Q2	$11.9K	Hold	982	–	–	﹤0.01%	1031
2025 Q1	$12.3K	Hold	982	–	–	﹤0.01%	942
2024 Q4	$12.8K	Buy	+982	New	+$13.1K	﹤0.01%	892
2020 Q2	–	Sell	-982	Closed	-$10K	–	798
2020 Q1	$10K	Buy	+982	New	+$17.8K	﹤0.01%	627
2019 Q4	–	Sell	-982	Closed	-$20K	–	765
2019 Q3	$20K	Hold	982	–	–	0.01%	615
2019 Q2	$18K	Hold	982	–	–	0.01%	632
2019 Q1	$18K	Buy	+982	New	+$17.2K	0.01%	652

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

Golden State Wealth Management's SEVN Position: Q2 2026 in Review

Golden State Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q2 2026, closing a stake of 982 shares — an estimated $8.07K sold.

Golden State Wealth Management first reported a position in SEVN in Q1 2019 and held it in 10 quarters. The position peaked at $20K in Q3 2019. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

Golden State Wealth Management reported no remaining Seven Hills Realty Trust position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 982 Seven Hills Realty Trust shares in Q2 2026, an estimated $8.07K.
Golden State Wealth Management first reported a position in Seven Hills Realty Trust in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's Seven Hills Realty Trust position peaked at $20K in Q3 2019.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.