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 Q3	$736	Sell	107 -9	-8%	-$70	﹤0.01%	4577
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

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's SEVN Position: Q3 2026 in Review

IFP Advisors reduced its Seven Hills Realty Trust (SEVN) stake by 7.8% in Q3 2026, selling an estimated $70 and leaving 107 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #4577.

IFP Advisors first reported a position in SEVN in Q4 2015 and has held it in 13 quarters since. The position peaked at $978 in Q2 2026. 10 funds tracked by Wall St. Rank hold SEVN as of Q3 2026.

IFP Advisors held 107 shares of Seven Hills Realty Trust worth $736 as of Q3 2026.
IFP Advisors sold 9 Seven Hills Realty Trust shares in Q3 2026, an estimated $70.
Seven Hills Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4577 holding.
IFP Advisors first reported a position in Seven Hills Realty Trust in Q4 2015 and has held it in 13 quarters since.
IFP Advisors's Seven Hills Realty Trust position peaked at $978 in Q2 2026.
10 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.