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
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 $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

Rothschild Investment LLC's SEVN Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Seven Hills Realty Trust (SEVN) stake by 46% in Q1 2026, selling an estimated $372 and leaving 50 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Rothschild Investment LLC first reported a position in SEVN in Q3 2024 and has held it in 5 quarters since. The position peaked at $828 in Q4 2025. 90 funds tracked by Wall St. Rank hold SEVN as of Q1 2026.

  • Rothschild Investment LLC held 50 shares of Seven Hills Realty Trust worth $411 as of Q1 2026.
  • Rothschild Investment LLC sold 43 Seven Hills Realty Trust shares in Q1 2026, an estimated $372.
  • Seven Hills Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3180 holding.
  • Rothschild Investment LLC first reported a position in Seven Hills Realty Trust in Q3 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Seven Hills Realty Trust position peaked at $828 in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.