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Transamerica Financial Advisors, LLC

Position in SEVN — Seven Hills Realty Trust

CIK 1502149 CEDAR RAPIDS, IA

Position in SEVN

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$205
New position
Shares Held
25
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 90 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Position in REIT - Mortgage

Real Estate · as of Mar 31, 2026

Transamerica Financial Advisors, LLC holds $231,709 across 12 REIT - Mortgage names. SEVN ranks #5 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SEVN
Seven Hills Realty Trust
This page
25 $205

All Filings in SEVN

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $205 25