Position in SEVN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$725,873
-$285,499 QoQ
Shares Held
86,106
-30.0% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 93 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEVN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $16,174,723 across 12 REIT - Mortgage names. SEVN ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
165,489 | $3,700,334 | |
| 2 | LADR |
Ladder Capital Corp
|
331,674 | $3,300,156 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
166,516 | $2,727,532 | |
| 4 | RITM |
Rithm Capital Corp.
|
159,801 | $1,500,531 | |
| 5 | EFC |
Ellington Financial Inc.
|
83,554 | $1,137,169 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,720 | $808,689 | |
| 7 | AGNC |
AGNC Investment Corp.
|
72,886 | $794,457 | |
| 8 | SEVN |
Seven Hills Realty Trust
This page
|
86,106 | $725,873 |
All Filings in SEVN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,873 | 86,106 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,011,372 | 123,038 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,094,851 | 123,017 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,268,305 | 123,017 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,485,068 | 123,038 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,536,744 | 123,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,450,401 | 110,887 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,210,314 | 87,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $895,055 | 70,588 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $911,996 | 70,588 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $913,408 | 70,588 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||