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Seven Hills Realty Trust shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Seven Hills Realty Trust (SEVN) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Seven Hills Realty Trust

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

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Quarterly reported holdings in Seven Hills Realty Trust by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 982 10.31
2025-06-30 $12k 982 12.07
2025-03-31 $12k 982 12.49
2024-12-31 $13k 982 13.08

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Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Seven Hills Realty Trust

BlackRock
Vanguard Group
Morgan Stanley
Geode Capital Management
Independent Advisor Alliance
State Street Corporation
Northern Trust
Lido Advisors
Renaissance Technologies
Penserra Capital Management
Riverbrige Partners
Adapt Wealth Advisors
Goldman Sachs Group
Citadel Advisors
Jane Street

View all funds holding Seven Hills Realty Trust