Position in SEVN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$156,596
+$13,317 QoQ
Shares Held
18,578
+6.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 92 holders
Holding Since
Sep 2025
4 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, 2026AE Wealth Management LLC holds $3,799,647 across 7 REIT - Mortgage names. SEVN ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
130,009 | $2,906,979 | |
| 2 | AGNC |
AGNC Investment Corp.
|
19,216 | $209,454 | |
| 3 | TWO-PC |
Two Harbors Investment Corp.
|
14,754 | $183,093 | |
| 4 | ACRE |
Ares Commercial Real Estate Corp
|
34,811 | $156,640 | |
| 5 | SEVN |
Seven Hills Realty Trust
This page
|
18,578 | $156,596 | |
| 6 | RITM |
Rithm Capital Corp.
|
10,544 | $99,007 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,796 | $87,878 |
All Filings in SEVN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,596 | 18,578 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $143,279 | 17,432 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $140,424 | 15,779 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $145,516 | 14,115 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||