EverSource Wealth Advisors, LLC
Position in SEVN — Seven Hills Realty Trust
CIK 1710537
BIRMINGHAM, AL
Position in SEVN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$212
-$56 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 90 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SEVN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $846,337 across 35 REIT - Mortgage names. SEVN ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
8,682 | $183,617 | |
| 2 | RITM |
Rithm Capital Corp.
|
10,309 | $97,727 | |
| 3 | DX |
Dynex Capital Inc
|
7,181 | $91,626 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
5,153 | $88,732 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
8,026 | $84,752 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
15,074 | $84,413 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
2,677 | $44,649 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,986 | $38,028 |
All Filings in SEVN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212 | 26 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $268 | 26 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,412 | 117 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||