Smith Asset Management’s Seven Hills Realty Trust SEVN Stock Holding History

Smith Asset Management’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 Q3	$190K	Sell	27,688 -1,638	-6%	-$12.7K	0.16%	67
2026 Q2	$247K	Sell	29,326 -2,727	-9%	-$22.8K	0.19%	61
2026 Q1	$263K	Sell	32,053 -540	-2%	-$4.68K	0.23%	60
2025 Q4	$290K	Sell	32,593 -442	-1%	-$4.15K	0.24%	59
2025 Q3	$341K	Hold	33,035	–	–	0.29%	57
2025 Q2	$399K	Buy	+33,035	New	+$388K	0.34%	55
2025 Q1	–	Sell	-33,055	Closed	-$432K	–	68
2024 Q4	$432K	Buy	+33,055	New	+$441K	0.42%	48

Other funds holding SEVN

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Smith Asset Management's SEVN Position: Q3 2026 in Review

Smith Asset Management reduced its Seven Hills Realty Trust (SEVN) stake by 5.6% in Q3 2026, selling an estimated $12.7K and leaving 27,688 shares worth $190K. The position accounts for 0.16% of the portfolio, ranked #67.

Smith Asset Management first reported a position in SEVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $432K in Q4 2024. 10 funds tracked by Wall St. Rank hold SEVN as of Q3 2026.

Smith Asset Management held 27,688 shares of Seven Hills Realty Trust worth $190K as of Q3 2026.
Smith Asset Management sold 1,638 Seven Hills Realty Trust shares in Q3 2026, an estimated $12.7K.
Seven Hills Realty Trust made up 0.16% of Smith Asset Management's portfolio in Q3 2026, its #67 holding.
Smith Asset Management first reported a position in Seven Hills Realty Trust in Q4 2024 and has held it in 7 quarters since.
Smith Asset Management's Seven Hills Realty Trust position peaked at $432K in Q4 2024.
10 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2026.

Based on Smith Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.