True Wealth Design
SEVN icon

True Wealth Design’s Seven Hills Realty Trust SEVN Stock Holding History

True Wealth Design’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 		– Sell
-49
Closed -$414 – 2759
2026
Q2 		$414 Buy
49
+38
+345% +$317 ﹤0.01% 2256
2026
Q1 		$91 Buy
+11
New +$95 ﹤0.01% 2488
2025
Q4 		– Sell
-4
Closed -$42 – 2787
2025
Q3 		$42 Buy
+4
New +$44 ﹤0.01% 2595

Other funds holding SEVN

Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's SEVN Position: Q3 2026 in Review

True Wealth Design sold out of Seven Hills Realty Trust (SEVN) in Q3 2026, closing a stake of 49 shares — an estimated $414 sold.

True Wealth Design first reported a position in SEVN in Q3 2025 and held it in 3 quarters. The position peaked at $414 in Q2 2026. 9 funds tracked by Wall St. Rank hold SEVN as of Q3 2026.

  • True Wealth Design reported no remaining Seven Hills Realty Trust position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 49 Seven Hills Realty Trust shares in Q3 2026, an estimated $414.
  • True Wealth Design first reported a position in Seven Hills Realty Trust in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's Seven Hills Realty Trust position peaked at $414 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.