A detailed history of Independent Advisor Alliance transactions in Seven Hills Realty Trust stock. As of the latest transaction made, Independent Advisor Alliance holds 309,957 shares of SEVN stock, worth $4.01 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
309,957
Previous 308,257 0.55%
Holding current value
$4.01 Million
Previous $3.91 Million 9.21%
% of portfolio
0.16%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Seven Hills Realty Trust


  • Ticker SEVN
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Mortgage
  • Shares Outstandng 14,709,400
  • Market Cap $190M
  • 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
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