EP Wealth Advisors, LLC

Position in SEVN — Seven Hills Realty Trust

CIK 1540569 TORRANCE, CA

Position in SEVN

as of Dec 31, 2025 · filed Feb 18, 2026 Compact

Position Value

$97,490

-$143,692 QoQ

Shares Held

10,954

-45.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $242,395 across 2 REIT - Mortgage names.

#	Ticker	Company	Shares	Value (USD)	Open
1	AGNC	AGNC Investment Corp.	12,586	$126,237
2	RITM	Rithm Capital Corp.	12,253	$116,158

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$97,490	10,954	-45.2%	Shares	Sole	2026-02-18
2025-06-30	$241,182	19,982	-28.5%	Shares	Sole	2025-08-14
2025-03-31	$348,920	27,936	-26.2%	Shares	Sole	2025-05-15
2024-12-31	$495,156	37,856	0.0%	Shares	Sole	2025-02-14
2024-09-30	$521,277	37,856	0.0%	Shares	Sole	2024-11-15
2024-06-30	$480,014	37,856	0.0%	Shares	Sole	2024-08-19
2024-03-31	$489,099	37,856	0.0%	Shares	Sole	2024-05-14
2023-12-31	$489,856	37,856	—	Shares	Sole	2024-02-28
No filing history on record for this holder in this stock.