Integrated Wealth Concepts’s Seven Hills Realty Trust SEVN Stock Holding History

Integrated Wealth Concepts’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	$3.8K	Buy	+451	New	+$3.76K	﹤0.01%	5101

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

Integrated Wealth Concepts's SEVN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Seven Hills Realty Trust (SEVN) in Q2 2026: 451 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #5101 among its holdings.

93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

Integrated Wealth Concepts held 451 shares of Seven Hills Realty Trust worth $3.8K as of Q2 2026.
Seven Hills Realty Trust was a new Integrated Wealth Concepts position in Q2 2026.
Seven Hills Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5101 holding.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.