Position in SEVN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,011,372
-$83,479 QoQ
Shares Held
123,038
+0.0% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 90 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SEVN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Lido Advisors, LLC holds $15,539,895 across 14 REIT - Mortgage names. SEVN ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LADR |
Ladder Capital Corp
|
437,437 | $4,273,759 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
172,943 | $2,978,078 | |
| 3 | DX |
Dynex Capital Inc
|
109,768 | $1,400,639 | |
| 4 | RITM |
Rithm Capital Corp.
|
133,461 | $1,265,210 | |
| 5 | SEVN |
Seven Hills Realty Trust
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|
123,038 | $1,011,372 | |
| 6 | EFC |
Ellington Financial Inc.
|
70,904 | $840,212 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,724 | $799,645 | |
| 8 | AGNC |
AGNC Investment Corp.
|
76,781 | $770,113 |
All Filings in SEVN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||