A detailed history of Ae Wealth Management LLC transactions in Seven Hills Realty Trust stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,115 shares of SEVN stock, worth $123,365. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,115
Holding current value
$123,365
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$10.08 - $12.85 $142,279 - $181,377
14,115 New
14,115 $146,000

Others Institutions Holding SEVN

About Seven Hills Realty Trust


  • Ticker SEVN
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Mortgage
  • Shares Outstandng 14,709,400
  • Market Cap $129M
  • Description
  • Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. The company has elected to be taxed as a real estate investment trust. As a result, it would not be subject to corporate income tax on that p...
More about SEVN
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.