HIM
SEVN

Hillsdale Investment Management’s Seven Hills Realty Trust SEVN Stock Holding History

Hillsdale Investment 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
2024
Q3 		– Sell
-7,400
Closed -$93.8K – 690
2024
Q2 		$93.8K Sell
7,400
-5,500
-43% -$69.3K 0.01% 424
2024
Q1 		$167K Hold
12,900
– – 0.01% 391
2023
Q4 		$167K Buy
12,900
+500
+4% +$5.64K 0.01% 375
2023
Q3 		$135K Buy
+12,400
New +$133K 0.01% 368

Other funds holding SEVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Hillsdale Investment Management's SEVN Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Seven Hills Realty Trust (SEVN) in Q3 2024, closing a stake of 7,400 shares — an estimated $93.8K sold.

Hillsdale Investment Management first reported a position in SEVN in Q3 2023 and held it in 4 quarters. The position peaked at $167K in Q4 2023. 53 funds tracked by Wall St. Rank hold SEVN as of Q3 2024.

  • Hillsdale Investment Management reported no remaining Seven Hills Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 7,400 Seven Hills Realty Trust shares in Q3 2024, an estimated $93.8K.
  • Hillsdale Investment Management first reported a position in Seven Hills Realty Trust in Q3 2023 and held it in 4 quarters.
  • Hillsdale Investment Management's Seven Hills Realty Trust position peaked at $167K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.