SAM
SEVN

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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return