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Seven Hills Realty Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Seven Hills Realty Trust (SEVN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Seven Hills Realty Trust

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All positions including Seven Hills Realty Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Seven Hills Realty Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $92k 11k 8.22

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Seven Hills Realty Trust

BlackRock
Vanguard Group
Morgan Stanley
Geode Capital Management
Flat Footed
Independent Advisor Alliance
State Street Corporation
Riverbrige Partners
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Northern Trust
Vanguard Fiduciary Trust
Susquehanna International
Penserra Capital Management
Vanguard Portfolio Management

View all funds holding Seven Hills Realty Trust