LPL Financial’s Seven Hills Realty Trust SEVN Stock Holding History

LPL Financial’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	$153K	Buy	18,573 +8,420	+83%	+$72.9K	﹤0.01%	5585
2025 Q4	$90.4K	Buy	+10,153	New	+$95.3K	﹤0.01%	5624
2018 Q1	–	Sell	-20,168	Closed	-$385K	–	3239
2017 Q4	$385K	Buy	20,168 +5,123	+34%	+$99.6K	﹤0.01%	2280
2017 Q3	$291K	Buy	+15,045	New	+$307K	﹤0.01%	2380
2017 Q1	–	Sell	-32,394	Closed	-$641K	–	2792
2016 Q4	$641K	Buy	32,394 +1,467	+5%	+$28.4K	﹤0.01%	1524
2016 Q3	$631K	Sell	30,927 -46	-0.1%	-$973	0.01%	1523
2016 Q2	$647K	Buy	30,973 +11,573	+60%	+$220K	0.01%	1461
2016 Q1	$360K	Buy	19,400 +986	+5%	+$17K	﹤0.01%	2388
2015 Q4	$340K	Buy	+18,414	New	+$333K	﹤0.01%	2453

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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

LPL Financial's SEVN Position: Q1 2026 in Review

LPL Financial increased its Seven Hills Realty Trust (SEVN) stake by 83% in Q1 2026, buying an estimated $72.9K and bringing the position to 18,573 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #5585.

LPL Financial first reported a position in SEVN in Q4 2015 and has held it in 9 quarters since. The position peaked at $647K in Q2 2016. 90 funds tracked by Wall St. Rank hold SEVN as of Q1 2026.

LPL Financial held 18,573 shares of Seven Hills Realty Trust worth $153K as of Q1 2026.
LPL Financial bought 8,420 Seven Hills Realty Trust shares in Q1 2026, an estimated $72.9K.
Seven Hills Realty Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5585 holding.
LPL Financial first reported a position in Seven Hills Realty Trust in Q4 2015 and has held it in 9 quarters since.
LPL Financial's Seven Hills Realty Trust position peaked at $647K in Q2 2016.
90 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.