IA
SEVN

IFP Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

IFP 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
Q1 		$82 Buy
10
+6
+150% +$52 ﹤0.01% 4771
2025
Q4 		$36 Sell
4
-7
-64% -$66 ﹤0.01% 4741
2025
Q3 		$113 Sell
11
-13
-54% -$142 ﹤0.01% 4525
2025
Q2 		$289 Buy
+24
New +$282 ﹤0.01% 4564
2025
Q1 		– Hold
0
– – – 4083
2024
Q4 		– Hold
0
– – – 4324
2017
Q4 		– Sell
-20
Closed – – 4068
2017
Q3 		$0 Sell
20
-1
-5% -$20 ﹤0.01% 4189
2017
Q2 		$0 Hold
21
– – ﹤0.01% 4191
2017
Q1 		$0 Hold
21
– – ﹤0.01% 4114
2016
Q4 		$0 Hold
21
– – ﹤0.01% 4115
2016
Q3 		$0 Hold
21
– – ﹤0.01% 4021
2016
Q2 		$0 Buy
+21
New +$400 ﹤0.01% 4041
2016
Q1 		– Sell
-21
Closed – – 3265
2015
Q4 		$0 Buy
+21
New +$380 ﹤0.01% 3785

Other funds holding SEVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return