TFC Financial Management, Inc.

Position in SEVN — Seven Hills Realty Trust

CIK 1827844 BOSTON, MA

Position in SEVN

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$11,845

-$979 QoQ

Shares Held

1,441

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#61

of 90 holders

Holding Since

Dec 2021

18 quarters on record

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

Real Estate · as of Mar 31, 2026

TFC Financial Management, Inc. holds $11,879 across 2 REIT - Mortgage names. SEVN ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SEVN	Seven Hills Realty Trust This page	1,441	$11,845
2	STWD	Starwood Property Trust, Inc.	2	$34

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,845	1,441	0.0%	Shares	Sole	2026-04-23
2025-12-31	$12,824	1,441	0.0%	Shares	Sole	2026-01-23
2025-09-30	$14,856	1,441	0.0%	Shares	Sole	2025-10-24
2025-06-30	$17,392	1,441	0.0%	Shares	Sole	2025-07-29
2025-03-31	$17,998	1,441	0.0%	Shares	Sole	2025-04-24
2024-12-31	$18,848	1,441	0.0%	Shares	Sole	2025-01-29
2024-09-30	$19,842	1,441	0.0%	Shares	Sole	2024-10-25
2024-06-30	$18,271	1,441	0.0%	Shares	Sole	2024-07-23
2024-03-31	$18,617	1,441	0.0%	Shares	Sole	2024-04-30
2023-12-31	$18,646	1,441	0.0%	Shares	Sole	2024-01-25
2023-09-30	$15,735	1,441	0.0%	Shares	Sole	2023-10-23
2023-06-30	$14,784	1,441	0.0%	Shares	Sole	2023-08-07
2023-03-31	$14,467	1,441	0.0%	Shares	Sole	2023-05-08
2022-12-31	$13,098	1,441	0.0%	Shares	Sole	2023-02-13
2022-09-30	$13,141	1,441	0.0%	Shares	Sole	2022-10-21
2022-06-30	$15,389	1,441	0.0%	Shares	Sole	2022-08-03
2022-03-31	$16,038	1,441	0.0%	Shares	Sole	2022-05-04
2021-12-31	$14,957	1,441	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.