IAA
SEVN

Independent Advisor Alliance’s Seven Hills Realty Trust SEVN Stock Holding History

Independent Advisor Alliance’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 		$2.83M Sell
336,118
-40,716
-11% -$340K 0.07% 211
2026
Q1 		$3.1M Sell
376,834
-13,557
-3% -$117K 0.03% 435
2025
Q4 		$3.47M Buy
390,391
+87,874
+29% +$825K 0.08% 193
2025
Q3 		$3.12M Buy
302,517
+31,096
+11% +$339K 0.08% 208
2025
Q2 		$3.28M Sell
271,421
-8,983
-3% -$106K 0.09% 190
2025
Q1 		$3.5M Sell
280,404
-11,932
-4% -$154K 0.12% 160
2024
Q4 		$3.82M Sell
292,336
-17,621
-6% -$235K 0.05% 335
2024
Q3 		$4.27M Buy
309,957
+1,700
+0.6% +$22.9K 0.16% 117
2024
Q2 		$3.91M Buy
308,257
+1,000
+0.3% +$12.6K 0.13% 130
2024
Q1 		$3.97M Sell
307,257
-5,625
-2% -$72.4K 0.14% 125
2023
Q4 		$4.05M Sell
312,882
-62,980
-17% -$711K 0.15% 121
2023
Q3 		$4.1M Sell
375,862
-119,494
-24% -$1.28M 0.19% 100
2023
Q2 		$5.08M Sell
495,356
-155,839
-24% -$1.51M 0.22% 85
2023
Q1 		$6.54M Sell
651,195
-26,657
-4% -$281K 0.32% 67
2022
Q4 		$6.16K Buy
677,852
+29,826
+5% +$278K ﹤0.01% 183
2022
Q3 		$5.91M Buy
648,026
+61,560
+10% +$642K 0.34% 69
2022
Q2 		$6.26M Buy
+586,466
New +$6.41M 0.35% 68
2022
Q1 		– Sell
-564,893
Closed -$5.86M – 733
2021
Q4 		$5.86M Buy
564,893
+144,590
+34% +$1.52M 0.29% 80
2021
Q3 		$4.33M Buy
+420,303
New +$4.71M 0.24% 91

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Independent Advisor Alliance's SEVN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Seven Hills Realty Trust (SEVN) stake by 11% in Q2 2026, selling an estimated $340K and leaving 336,118 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #211.

Independent Advisor Alliance first reported a position in SEVN in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.54M in Q1 2023. 92 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Independent Advisor Alliance held 336,118 shares of Seven Hills Realty Trust worth $2.83M as of Q2 2026.
  • Independent Advisor Alliance sold 40,716 Seven Hills Realty Trust shares in Q2 2026, an estimated $340K.
  • Seven Hills Realty Trust made up 0.07% of Independent Advisor Alliance's portfolio in Q2 2026, its #211 holding.
  • Independent Advisor Alliance first reported a position in Seven Hills Realty Trust in Q3 2021 and has held it in 19 quarters since.
  • Independent Advisor Alliance's Seven Hills Realty Trust position peaked at $6.54M in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.