PWMG
SEVN

Private Wealth Management Group’s Seven Hills Realty Trust SEVN Stock Holding History

Private Wealth Management Group’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 		– Sell
-738
Closed -$6.57K – 1538
2025
Q4 		$6.57K Buy
738
+433
+142% +$4.06K ﹤0.01% 669
2025
Q3 		$3.15K Buy
305
+41
+16% +$447 ﹤0.01% 961
2025
Q2 		$3.19K Sell
264
-170
-39% -$2K ﹤0.01% 937
2025
Q1 		$5.42K Sell
434
-8
-2% -$103 ﹤0.01% 693
2024
Q4 		$5.78K Buy
+442
New +$5.89K ﹤0.01% 683

Other funds holding SEVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Management Group's SEVN Position: Q1 2026 in Review

Private Wealth Management Group sold out of Seven Hills Realty Trust (SEVN) in Q1 2026, closing a stake of 738 shares — an estimated $6.57K sold.

Private Wealth Management Group first reported a position in SEVN in Q4 2024 and held it in 5 quarters. The position peaked at $6.57K in Q4 2025. 90 funds tracked by Wall St. Rank hold SEVN as of Q1 2026.

  • Private Wealth Management Group reported no remaining Seven Hills Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 738 Seven Hills Realty Trust shares in Q1 2026, an estimated $6.57K.
  • Private Wealth Management Group first reported a position in Seven Hills Realty Trust in Q4 2024 and held it in 5 quarters.
  • Private Wealth Management Group's Seven Hills Realty Trust position peaked at $6.57K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.