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

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

Smith Asset Management's SEVN Position: Q2 2026 in Review

Smith Asset Management reduced its Seven Hills Realty Trust (SEVN) stake by 8.5% in Q2 2026, selling an estimated $22.8K and leaving 29,326 shares worth $247K. The position accounts for 0.19% of the portfolio, ranked #61.

Smith Asset Management first reported a position in SEVN in Q4 2024 and has held it in 6 quarters since. The position peaked at $432K in Q4 2024. 7 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Smith Asset Management held 29,326 shares of Seven Hills Realty Trust worth $247K as of Q2 2026.
  • Smith Asset Management sold 2,727 Seven Hills Realty Trust shares in Q2 2026, an estimated $22.8K.
  • Seven Hills Realty Trust made up 0.19% of Smith Asset Management's portfolio in Q2 2026, its #61 holding.
  • Smith Asset Management first reported a position in Seven Hills Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Smith Asset Management's Seven Hills Realty Trust position peaked at $432K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.