Ep Wealth Advisors, LLC Seven Hills Realty Trust Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Seven Hills Realty Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,856 shares of SEVN stock, worth $521,277. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,856
Previous 37,856
-0.0%
Holding current value
$521,277
Previous $489,000
1.84%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SEVN
# of Institutions
54Shares Held
4.48MCall Options Held
2.1KPut Options Held
500-
Black Rock Inc. New York, NY815KShares$11.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA753KShares$10.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY738KShares$10.2 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA314KShares$4.33 Million0.0% of portfolio
-
Independent Advisor Alliance308KShares$4.24 Million0.14% of portfolio
About Seven Hills Realty Trust
- Ticker SEVN
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Mortgage
- Shares Outstandng 14,709,400
- Market Cap $203M
- 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...