Ep Wealth Advisors, LLC Seven Hills Realty Trust Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 19,982 shares of SEVN stock, worth $188,630. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,982
Previous 27,936
28.47%
Holding current value
$188,630
Previous $348,000
30.75%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SEVN
# of Institutions
69Shares Held
4.38MCall Options Held
12.9KPut Options Held
0-
Black Rock Inc. New York, NY815KShares$7.7 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA773KShares$7.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY747KShares$7.05 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA350KShares$3.3 Million0.0% of portfolio
-
Independent Advisor Alliance271KShares$2.56 Million0.1% of portfolio
About Seven Hills Realty Trust
- Ticker SEVN
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Mortgage
- Shares Outstandng 14,709,400
- Market Cap $139M
- 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...