Lido Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

Lido 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	$726K	Sell	86,106 -36,932	-30%	-$308K	﹤0.01%	1272
2026 Q1	$1.01M	Buy	123,038 +21	+0%	+$182	﹤0.01%	963
2025 Q4	$1.27M	Hold	123,017	–	–	﹤0.01%	895
2025 Q3	$1.27M	Sell	123,017 -21	-0%	-$229	﹤0.01%	845
2025 Q2	$1.49M	Hold	123,038	–	–	0.01%	689
2025 Q1	$1.54M	Buy	123,038 +12,151	+11%	+$157K	0.01%	609
2024 Q4	$1.45M	Buy	110,887 +22,992	+26%	+$307K	0.01%	622
2024 Q3	$1.21M	Buy	87,895 +17,307	+25%	+$233K	0.01%	634
2024 Q2	$895K	Hold	70,588	–	–	0.01%	702
2024 Q1	$912K	Hold	70,588	–	–	0.01%	690
2023 Q4	$913K	Buy	+70,588	New	+$797K	0.01%	646

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

Lido Advisors's SEVN Position: Q2 2026 in Review

Lido Advisors reduced its Seven Hills Realty Trust (SEVN) stake by 30% in Q2 2026, selling an estimated $308K and leaving 86,106 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Lido Advisors first reported a position in SEVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q1 2025. 92 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

Lido Advisors held 86,106 shares of Seven Hills Realty Trust worth $726K as of Q2 2026.
Lido Advisors sold 36,932 Seven Hills Realty Trust shares in Q2 2026, an estimated $308K.
Seven Hills Realty Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1272 holding.
Lido Advisors first reported a position in Seven Hills Realty Trust in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Seven Hills Realty Trust position peaked at $1.54M in Q1 2025.
92 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.