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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-06-30 $480k 38k 12.68
2024-03-31 $489k 38k 12.92
2023-12-31 $490k 38k 12.94

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Top funds holding Seven Hills Realty Trust

BlackRock
Vanguard Group
Morgan Stanley
Geode Capital Management
Independent Advisor Alliance
State Street Corporation
Renaissance Technologies
Acadian Asset Management
Goldman Sachs Group
Lido Advisors
Arrowstreet Capital, Limited Partnership
Cambridge Investment Research Advisors
EP Wealth Advisors
Charles Schwab Investment Management
Bailard

View all funds holding Seven Hills Realty Trust