Global Retirement Partners, LLC
PensionPosition in SEVN — Seven Hills Realty Trust
CIK 1749744
San Rafael, CA
Position in SEVN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,025
-$10,070 QoQ
Shares Held
2,850
-13.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 93 holders
Holding Since
Mar 2022
15 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, 2026Global Retirement Partners, LLC holds $2,895,136 across 26 REIT - Mortgage names. SEVN ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
52,371 | $857,836 | |
| 2 | NLY |
Annaly Capital Management Inc
|
19,741 | $441,408 | |
| 3 | AGNC |
AGNC Investment Corp.
|
39,897 | $434,877 | |
| 4 | RITM |
Rithm Capital Corp.
|
32,252 | $302,846 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
20,005 | $213,653 | |
| 6 | DX |
Dynex Capital Inc
|
8,290 | $108,681 | |
| 7 | CIM |
Chimera Investment Corp
|
5,932 | $79,132 | |
| 8 | EFC |
Ellington Financial Inc.
|
5,274 | $71,779 |
All Filings in SEVN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,025 | 2,850 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $34,095 | 3,307 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $39,915 | 3,307 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $83,476 | 6,382 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $105,560 | 7,666 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $215,547 | 16,999 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $104,884 | 8,118 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $110,391 | 8,531 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $86,322 | 7,905 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $81,105 | 7,905 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $79,366 | 7,905 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $71,856 | 7,905 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $72,093 | 7,905 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $84,425 | 7,905 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $87,982 | 7,905 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||