UBS AM’s Seven Hills Realty Trust SEVN Stock Holding History

UBS AM’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	$20.8K	Hold	2,463	–	–	﹤0.01%	3125
2026 Q1	$20.2K	Buy	2,463 +1,644	+201%	+$14.2K	﹤0.01%	3139
2025 Q4	$7.29K	Buy	+819	New	+$7.69K	﹤0.01%	2912

Other funds holding SEVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

UBS AM's SEVN Position: Q2 2026 in Review

UBS AM held its Seven Hills Realty Trust (SEVN) position steady in Q2 2026 at 2,463 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

UBS AM first reported a position in SEVN in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

UBS AM held 2,463 shares of Seven Hills Realty Trust worth $20.8K as of Q2 2026.
UBS AM left its Seven Hills Realty Trust share count unchanged in Q2 2026.
Seven Hills Realty Trust made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3125 holding.
UBS AM first reported a position in Seven Hills Realty Trust in Q4 2025 and has held it in 3 quarters since.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.