Ever Source Wealth Advisors, LLC Seven Hills Realty Trust Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Seven Hills Realty Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 26 shares of SEVN stock, worth $227. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 117
77.78%
Holding current value
$227
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SEVN
# of Institutions
75Shares Held
4.5MCall Options Held
17.8KPut Options Held
25.4K-
Black Rock Inc. New York, NY815KShares$7.13 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA789KShares$6.89 Million0.0% of portfolio
-
Morgan Stanley New York, NY763KShares$6.67 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA358KShares$3.13 Million0.0% of portfolio
-
Independent Advisor Alliance303KShares$2.64 Million0.08% of portfolio
About Seven Hills Realty Trust
- Ticker SEVN
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Mortgage
- Shares Outstandng 14,709,400
- Market Cap $129M
- Description
- Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. The company has elected to be taxed as a real estate investment trust. As a result, it would not be subject to corporate income tax on that p...