Seven Hills Realty Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Seven Hills Realty Trust (SEVN) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Seven Hills Realty Trust
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Quarterly reported holdings in Seven Hills Realty Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $241k | 20k | 12.07 |
| 2025-03-31 | $349k | 28k | 12.49 |
| 2024-12-31 | $495k | 38k | 13.08 |
| 2024-09-30 | $521k | 38k | 13.77 |
| 2024-06-30 | $480k | 38k | 12.68 |
| 2024-03-31 | $489k | 38k | 12.92 |
| 2023-12-31 | $490k | 38k | 12.94 |