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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
2023-12-31 $490k 38k 12.94

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Top funds holding Seven Hills Realty Trust

Vanguard Group
Independent Advisor Alliance
Arrowstreet Capital, Limited Partnership
Deschutes Portfolio Strategy
Kore Advisors
Millennium Management
Scotia Capital
Lido Advisors
Goldman Sachs Group
Jane Street
Cambridge Investment Research Advisors
Citigroup
Laurion Capital Management
EP Wealth Advisors
Kingsview Wealth Management

View all funds holding Seven Hills Realty Trust