TWD
SEVN

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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 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