Independent Advisor Alliance Seven Hills Realty Trust Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

A detailed history of Independent Advisor Alliance transactions in Seven Hills Realty Trust stock. As of the latest transaction made, Independent Advisor Alliance holds 302,517 shares of SEVN stock, worth $2.64 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

302,517

Previous 271,421 11.46%

Holding current value

$2.64 Million

Previous $3.28 Million 4.33%

% of portfolio

0.08%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$10.08 - $12.85 $313,447 - $399,583	31,096 Added 11.46%	302,517 $3.13 Million
Q2 2025 Aug 11, 2025	SELL	$10.89 - $13.0 $97,824 - $116,779	-8,983 Reduced 3.2%	271,421 $3.28 Million
Q1 2025 May 12, 2025	SELL	$12.27 - $13.61 $146,405 - $162,394	-11,932 Reduced 4.08%	280,404 $3.5 Million
Q4 2024 Feb 07, 2025	SELL	$12.28 - $14.42 $216,385 - $254,094	-17,621 Reduced 5.68%	292,336 $3.82 Million
Q3 2024 Nov 12, 2024	BUY	$12.42 - $14.25 $21,114 - $24,225	1,700 Added 0.55%	309,957 $4.27 Million

Q2 2024 Aug 12, 2024	BUY	$12.13 - $13.03 $12,130 - $13,030	1,000 Added 0.33%	308,257 $3.91 Million
Q1 2024 May 08, 2024	SELL	$11.37 - $13.95 $63,956 - $78,468	-5,625 Reduced 1.8%	307,257 $3.97 Million
Q4 2023 Feb 08, 2024	SELL	$9.93 - $13.09 $625,391 - $824,408	-62,980 Reduced 16.76%	312,882 $4.05 Million
Q3 2023 Oct 24, 2023	SELL	$10.07 - $11.17 $1.2 Million - $1.33 Million	-119,494 Reduced 24.12%	375,862 $4.1 Million
Q2 2023 Jul 28, 2023	SELL	$9.04 - $10.9 $1.41 Million - $1.7 Million	-155,839 Reduced 23.93%	495,356 $5.08 Million
Q1 2023 May 12, 2023	SELL	$8.93 - $11.4 $238,047 - $303,889	-26,657 Reduced 3.93%	651,195 $6.54 Million
Q4 2022 Feb 13, 2023	BUY	$8.57 - $10.0 $255,608 - $298,260	29,826 Added 4.6%	677,852 $6.16 Million
Q3 2022 Nov 04, 2022	BUY	$9.12 - $11.0 $561,427 - $677,160	61,560 Added 10.5%	648,026 $5.91 Million
Q2 2022 Aug 04, 2022	BUY	$10.45 - $11.4 $6.13 Million - $6.69 Million	586,466 New	586,466 $6.26 Million
Q1 2022 May 06, 2022	SELL	$10.41 - $11.68 $5.88 Million - $6.6 Million	-564,893 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$10.29 - $11.17 $5.81 Million - $6.31 Million	564,893 New	564,893 $5.86 Million

Others Institutions Holding SEVN

# of Institutions

Shares Held

4.5M

Call Options Held

17.8K

Put Options Held

25.4K

View Full List

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...

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Independent Advisor Alliance Seven Hills Realty Trust Transaction History