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Equibles

TFC Financial Management, Inc.

Position in SEVN — Seven Hills Realty Trust

CIK 1827844 BOSTON, MA
Back to SEVN Full portfolio

Position in SEVN

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$12,147
+$302 QoQ
Shares Held
1,441
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 93 holders
Holding Since
Sep 2020
24 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, 2026

TFC Financial Management, Inc. holds $12,179 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 $12,147
2 STWD
Starwood Property Trust, Inc.
 2 $32

All Filings in SEVN

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,147 1,441
2026-03-31 $11,845 1,441
2025-12-31 $12,824 1,441
2025-09-30 $14,856 1,441
2025-06-30 $17,392 1,441
2025-03-31 $17,998 1,441
2024-12-31 $18,848 1,441
2024-09-30 $19,842 1,441
2024-06-30 $18,271 1,441
2024-03-31 $18,617 1,441
2023-12-31 $18,646 1,441
2023-09-30 $15,735 1,441
2023-06-30 $14,784 1,441
2023-03-31 $14,467 1,441
2022-12-31 $13,098 1,441
2022-09-30 $13,141 1,441
2022-06-30 $15,389 1,441
2022-03-31 $16,038 1,441
2021-12-31 $14,957 1,441