Filing Research | SEVN - Seven Hills Realty Trust Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	243.6KSH	$2.1M
2	Abel Hall, LLC	Shares	37.8KSH	$319.1K
3	Smith Asset Management Co., LLC	Shares	29.3KSH	$247.2K
4	SANDERS MORRIS HARRIS LLC	Shares	14.0KSH	$118.0K
5	Police & Firemen's Retirement System of New Jersey	Shares	7.0KSH	$58.8K
6	TFC Financial Management, Inc.	Shares	1.4KSH	$12.1K
7	GAMMA Investing LLC	Shares	1.3KSH	$10.6K
8	Triumph Capital Management	Shares	481SH	$4.1K
9	TRUST CO OF TOLEDO NA /OH/	Shares	408SH	$3.4K
10	EverSource Wealth Advisors, LLC	Shares	119SH	$1.0K
11	IFP Advisors, Inc	Shares	116SH	$978
12	Ares Financial Consulting, LLC	Shares	87SH	$733
13	True Wealth Design, LLC	Shares	49SH	$414
14	Farther Finance Advisors, LLC	Shares	46SH	$389
15	Fortitude Family Office, LLC	Shares	21SH	$177
16	SJS Investment Consulting Inc.	Shares	10SH	$85

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+37.8K	+$319.1K	$319.1K
2	RIVERBRIDGE PARTNERS LLC added	Shares	+2.1K	+$68.2K	$2.1M
3	GAMMA Investing LLC added	Shares	+490	+$4.3K	$10.6K
4	SANDERS MORRIS HARRIS LLC unchanged	Shares	0	+$2.9K	$118.0K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$1.5K	$58.8K
6	IFP Advisors, Inc added	Shares	+106	+$896	$978
7	EverSource Wealth Advisors, LLC added	Shares	+93	+$789	$1.0K
8	Farther Finance Advisors, LLC added	Shares	+42	+$356	$389
9	True Wealth Design, LLC added	Shares	+38	+$323	$414
10	TFC Financial Management, Inc. unchanged	Shares	0	+$302	$12.1K
11	Fortitude Family Office, LLC new	Shares	+21	+$177	$177
12	Triumph Capital Management unchanged	Shares	0	+$101	$4.1K
13	SJS Investment Consulting Inc. new	Shares	+10	+$85	$85
14	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$85	$3.4K
15	Ares Financial Consulting, LLC unchanged	Shares	0	+$23	$733
16	Security National Bank exited	Shares	-1	-$8	$0
17	Golden State Wealth Management, LLC exited	Shares	-982	-$8.1K	$0
18	Smith Asset Management Co., LLC trimmed	Shares	-2.7K	-$16.3K	$247.2K

Filing Research | SEVN - Seven Hills Realty Trust Institutional Holdings