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 Q2	$978	Buy	116 +106	+1,060%	+$885	﹤0.01%	4501
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 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

IFP Advisors's SEVN Position: Q2 2026 in Review

IFP Advisors increased its Seven Hills Realty Trust (SEVN) stake by 1,060% in Q2 2026, buying an estimated $885 and bringing the position to 116 shares worth $978. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

IFP Advisors first reported a position in SEVN in Q4 2015 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

IFP Advisors held 116 shares of Seven Hills Realty Trust worth $978 as of Q2 2026.
IFP Advisors bought 106 Seven Hills Realty Trust shares in Q2 2026, an estimated $885.
Seven Hills Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4501 holding.
IFP Advisors first reported a position in Seven Hills Realty Trust in Q4 2015 and has held it in 12 quarters since.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.