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 Q2	$125K	Sell	14,811 -3,762	-20%	-$31.4K	﹤0.01%	5879
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 $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

LPL Financial's SEVN Position: Q2 2026 in Review

LPL Financial reduced its Seven Hills Realty Trust (SEVN) stake by 20% in Q2 2026, selling an estimated $31.4K and leaving 14,811 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #5879.

LPL Financial first reported a position in SEVN in Q4 2015 and has held it in 10 quarters since. The position peaked at $647K in Q2 2016. 92 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

LPL Financial held 14,811 shares of Seven Hills Realty Trust worth $125K as of Q2 2026.
LPL Financial sold 3,762 Seven Hills Realty Trust shares in Q2 2026, an estimated $31.4K.
Seven Hills Realty Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5879 holding.
LPL Financial first reported a position in Seven Hills Realty Trust in Q4 2015 and has held it in 10 quarters since.
LPL Financial's Seven Hills Realty Trust position peaked at $647K in Q2 2016.
92 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.