Independent Advisor Alliance

Position in SEVN — Seven Hills Realty Trust

CIK 1696899 CHARLOTTE, NC

Position in SEVN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,097,575

-$376,904 QoQ

Shares Held

376,834

-3.5% QoQ

Ownership

1.67%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 90 holders

Holding Since

Dec 2021

17 quarters on record

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

Real Estate · as of Mar 31, 2026

Independent Advisor Alliance holds $9,985,176 across 5 REIT - Mortgage names. SEVN ranks #1 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEVN	Seven Hills Realty Trust This page	376,834	$3,097,575
2	MFA	Mfa Financial, Inc.	236,410	$2,264,806
3	RITM	Rithm Capital Corp.	235,027	$2,228,055
4	NLY	Annaly Capital Management Inc	64,660	$1,367,558
5	AGNC	AGNC Investment Corp.	102,411	$1,027,182

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,097,575	376,834	-3.5%	Shares	Sole	2026-05-12
2025-12-31	$3,474,479	390,391	+29.0%	Shares	Sole	2026-02-04
2025-09-30	$3,118,949	302,517	+11.5%	Shares	Sole	2025-11-04
2025-06-30	$3,276,051	271,421	-3.2%	Shares	Sole	2025-08-11
2025-03-31	$3,502,245	280,404	-4.1%	Shares	Sole	2025-05-12
2024-12-31	$3,823,754	292,336	-5.7%	Shares	Sole	2025-02-07
2024-09-30	$4,268,107	309,957	+0.6%	Shares	Sole	2024-11-13
2024-06-30	$3,908,698	308,257	+0.3%	Shares	Sole	2024-08-12
2024-03-31	$3,969,760	307,257	-1.8%	Shares	Sole	2024-05-08
2023-12-31	$4,048,693	312,882	-16.8%	Shares	Sole	2024-02-08
2023-09-30	$4,104,413	375,862	-24.1%	Shares	Sole	2023-10-24
2023-06-30	$5,082,352	495,356	-23.9%	Shares	Sole	2023-07-28
2023-03-31	$6,537,997	651,195	-3.9%	Shares	Sole	2023-05-12
2022-12-31	$6,161,674	677,852	+4.6%	Shares	Sole	2023-02-13
2022-09-30	$5,909,997	648,026	+10.5%	Shares	Sole	2022-11-04
2022-06-30	$6,263,456	586,466	+3.8%	Shares	Sole	2022-08-04
2021-12-31	$5,863,589	564,893	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.