Lido Advisors, LLC SEVN — SEVEN HILLS REALTY TRUST

Ownership history in Lido Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Lido Advisors, LLC reported SEVEN HILLS REALTY TRUST (SEVN) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows SEVN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SEVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lido Advisors, LLC's position in SEVEN HILLS REALTY TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SEVN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SEVN stock page Lido Advisors, LLC fund profile Lido Advisors, LLC full holdings
How Lido Advisors, LLC held SEVN — position size vs. price
% of Fund (quarterly)    SEVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 49,122 -36,984 -43.0% 0.00% $338K 2026-11-04 $6.92
2026 Q2 REDUCED 30.0% -11.5% ✅ 86,106 -36,932 -30.0% 0.00% $726K 2026-08-07 $7.37
2026 Q1 ADDED — — — 123,038 +21 +0.0% 0.00% $1.0M 2026-05-13 $7.70
2025 Q4 UNCHANGED — — — 123,017 — 0% 0.00% $1.3M 2026-02-10 $7.85
2025 Q3 REDUCED — — — 123,017 -21 -0.0% 0.00% $1.3M 2025-11-14 $7.67
2025 Q2 UNCHANGED — — — 123,038 — 0% 0.01% $1.5M 2025-08-13 $9.27
2025 Q1 ADDED — — — 123,038 +12,151 +11.0% 0.01% $1.5M 2025-05-15 $10.06
2024 Q4 ADDED — — — 110,887 +22,992 +26.2% 0.01% $1.5M 2025-02-14 $10.55
2024 Q3 ADDED — — — 87,895 +17,307 +24.5% 0.01% $1.2M 2024-11-14 $10.08
2024 Q2 UNCHANGED — — — 70,588 — 0% 0.00% $895K 2024-08-15 $10.10
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SEVN

As of 2026 Q3 — sorted by position size

Smith Asset Management Co., LLC 0.16% Independent Advisor Alliance 3Y 7Y 0.05% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.05% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.01% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.0% TFC Financial Management, Inc. 3Y 0.0% Global Retirement Partners, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Covestor Ltd 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About Lido Advisors, LLC and SEVN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lido Advisors, LLC reported owning SEVN?

Lido Advisors, LLC reported SEVN across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SEVN position in Lido Advisors, LLC's portfolio?

The largest reported portfolio weight for SEVN was 0.01% in 2025 Q1.

What is the latest reported SEVN position on this page?

The most recent filing on this page is 2026 Q3, when Lido Advisors, LLC reported 49,122 shares, equal to 0.00% of portfolio, with an estimated market value of $338K.

What does the chart on this SEVN ownership page compare?

The chart compares Lido Advisors, LLC's quarterly SEVN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lido Advisors, LLC time their SEVN position?

Based on 13F filing dates vs. subsequent SEVN price moves, Lido Advisors, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SEVN relative to SPY over the holding period was -22.3%.

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