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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Independent Advisor Alliance's SEVN Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Seven Hills Realty Trust (SEVN) stake by 3.5% in Q1 2026, selling an estimated $117K and leaving 376,834 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #435.

Independent Advisor Alliance first reported a position in SEVN in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.54M in Q1 2023. 90 funds tracked by Wall St. Rank hold SEVN as of Q1 2026.

Independent Advisor Alliance held 376,834 shares of Seven Hills Realty Trust worth $3.1M as of Q1 2026.
Independent Advisor Alliance sold 13,557 Seven Hills Realty Trust shares in Q1 2026, an estimated $117K.
Seven Hills Realty Trust made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #435 holding.
Independent Advisor Alliance first reported a position in Seven Hills Realty Trust in Q3 2021 and has held it in 18 quarters since.
Independent Advisor Alliance's Seven Hills Realty Trust position peaked at $6.54M in Q1 2023.
90 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.