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Seven Hills Realty Trust shares owned by Smith Asset Management

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

Historical chart of Smith Asset Management investment in Seven Hills Realty Trust

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All positions including Seven Hills Realty Trust held by Smith Asset 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 Smith Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 33k 10.31
2025-06-30 $399k 33k 12.07
2024-12-31 $432k 33k 13.08

More positions owned by Smith Asset Management

Nuveen Multi-Strategy Income & Growth (JPC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ares Capital Corporation (ARCC)
AllianceBernstein Global Hgh Incm (AWF)
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
DNP Select Income Fund (DNP)
Cohen & Steers Total Return Real (RFI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Barings Corporate Investors (MCI)
First Trust Enhanced Equity Income Fund (FFA)
BlackRock Credit All Inc Trust IV (BTZ)
Reaves Util Income Com Sh Ben Int (UTG)
Vanguard World Inf Tech Etf (VGT)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Cohen & Steers Slt Pfd Incm (PSF)

View all positions for Smith Asset 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