RIL
SEVN

Rothschild Investment LLC’s Seven Hills Realty Trust SEVN Stock Holding History

Rothschild Investment LLC’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 		$438 Buy
52
+2
+4% +$17 ﹤0.01% 3294
2026
Q1 		$411 Sell
50
-43
-46% -$372 ﹤0.01% 3180
2025
Q4 		$828 Buy
+93
New +$873 ﹤0.01% 2741
2025
Q2 		– Sell
-30
Closed -$375 – 3168
2025
Q1 		$375 Hold
30
– – ﹤0.01% 2706
2024
Q4 		$392 Buy
30
+20
+200% +$267 ﹤0.01% 2624
2024
Q3 		$138 Buy
+10
New +$134 ﹤0.01% 2787

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Rothschild Investment LLC's SEVN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Seven Hills Realty Trust (SEVN) stake by 4% in Q2 2026, buying an estimated $17 and bringing the position to 52 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Rothschild Investment LLC first reported a position in SEVN in Q3 2024 and has held it in 6 quarters since. The position peaked at $828 in Q4 2025. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Rothschild Investment LLC held 52 shares of Seven Hills Realty Trust worth $438 as of Q2 2026.
  • Rothschild Investment LLC bought 2 Seven Hills Realty Trust shares in Q2 2026, an estimated $17.
  • Seven Hills Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3294 holding.
  • Rothschild Investment LLC first reported a position in Seven Hills Realty Trust in Q3 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Seven Hills Realty Trust position peaked at $828 in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.