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Equibles

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in SEVN — Seven Hills Realty Trust

CIK 884546 SAN FRANCISCO, CA
Back to SEVN Full portfolio

Position in SEVN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$589,425
+$53,999 QoQ
Shares Held
69,920
+7.3% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 93 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SEVN Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $643,526,642 across 33 REIT - Mortgage names. SEVN ranks #29 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 5,427,809 $121,365,808
2 AGNC
AGNC Investment Corp.
 8,146,540 $88,797,285
3 RITM
Rithm Capital Corp.
 7,070,159 $66,388,793
4 STWD
Starwood Property Trust, Inc.
 2,648,402 $43,380,824
5 BXMT
Blackstone Mortgage Trust, Inc.
 2,336,409 $39,602,132
6 TWO-PC
Two Harbors Investment Corp.
 1,263,989 $31,536,525
7 DX
Dynex Capital Inc
 1,795,250 $23,535,727
8 ARI
Apollo Commercial Real Estate Finance, Inc.
 2,035,950 $21,743,946

All Filings in SEVN

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $589,425 69,920
2026-03-31 $535,426 65,137
2025-12-31 $1,003,937 112,802
2025-09-30 $442,721 42,941
2025-06-30 $518,297 42,941
2025-03-31 $457,633 36,640
2024-12-31 $479,251 36,640
2024-09-30 $504,532 36,640
2024-06-30 $445,220 35,112