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Seven Hills Realty Trust

SEVN
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0001452477

No open-market purchases or sales by Seven Hills Realty Trust insiders were filed in the last 90 days; 93 institutions reported holding it in 13F filings for Q2 2026, worth $65.8M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Seven Hills Realty Trust as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
34
−2 vs. Q1 2023
Shares held
3.04M
−727.0K (−19.3%) vs. Q1 2023
Total value
$31.1M
−$6.61M (−17.5%) vs. Q1 2023
New holders
4
8 more added
Sold out
6
6 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SEVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 34 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 2 institutionsQ4 2021: 28 institutionsQ1 2022: 25 institutionsQ2 2022: 30 institutionsQ3 2022: 34 institutionsQ4 2022: 34 institutionsQ1 2023: 36 institutionsQ2 2023: 34 institutionsQ3 2023: 42 institutionsQ4 2023: 48 institutionsQ1 2024: 47 institutionsQ2 2024: 51 institutionsQ3 2024: 53 institutionsQ4 2024: 58 institutionsQ1 2025: 61 institutionsQ2 2025: 65 institutionsQ3 2025: 71 institutionsQ4 2025: 78 institutionsQ1 2026: 90 institutionsQ2 2026: 93 institutions
Value heldQ2 2023: $31.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $36.0KQ4 2021: $31.0MQ1 2022: $28.8MQ2 2022: $34.1MQ3 2022: $30.1MQ4 2022: $30.2MQ1 2023: $37.7MQ2 2023: $31.1MQ3 2023: $39.2MQ4 2023: $49.5MQ1 2024: $51.5MQ2 2024: $56.0MQ3 2024: $59.9MQ4 2024: $59.2MQ1 2025: $55.5MQ2 2025: $53.6MQ3 2025: $47.8MQ4 2025: $66.8MQ1 2026: $62.3MQ2 2026: $65.8M
Institutions holding SEVN and their total value by quarter
QuarterHoldersValue
Q2 202693$65.8M
Q1 202690$62.3M
Q4 202578$66.8M
Q3 202571$47.8M
Q2 202565$53.6M
Q1 202561$55.5M
Q4 202458$59.2M
Q3 202453$59.9M
Q2 202451$56.0M
Q1 202447$51.5M
Q4 202348$49.5M
Q3 202342$39.2M
Q2 202334$31.1M
Q1 202336$37.7M
Q4 202234$30.2M
Q3 202234$30.1M
Q2 202230$34.1M
Q1 202225$28.8M
Q4 202128$31.0M
Q3 20212$36.0K
Q2 20210$0
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q1 2023.

Institutions holding SEVN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley776,283$7.96M0.00%+34,678+4.7%Added
Vanguard Group Inc669,773$6.87M0.00%−41,406−5.8%Reduced
Independent Advisor Alliance495,356$5.08M0.22%−155,839−23.9%Reduced
Matisse Capital200,000$2.05M1.27%00.0%Unchanged
Geode Capital Management, LLC121,611$1.25M0.00%00.0%Unchanged
Acadian Asset Management LLC101,500$1.04M0.00%+3,647+3.7%Added
Claybrook Capital, LLC70,588$724.2K0.39%00.0%Unchanged
Millennium Management LLC69,965$717.8K0.00%+49,719+245.6%Added
Renaissance Technologies LLC69,492$713.0K0.00%+8,392+13.7%Added
Scotia Capital Inc.69,240$710.4K0.00%+2,705+4.1%Added
BlackRock Inc.64,989$666.8K0.00%+56,980+711.4%Added
Goldman Sachs Group Inc58,768$603.0K0.00%+58,768New
Cambridge Investment Research Advisors, Inc.55,581$570.0K0.00%00.0%Unchanged
State Street Corp44,009$451.5K0.00%00.0%Unchanged
Golden Green, Inc.28,554$293.0K0.32%+693+2.5%Added
Raymond James Financial Services Advisors, Inc.26,540$272.3K0.00%+26,540New
Northern Trust Corp22,381$229.6K0.00%−113−0.5%Reduced
Royal Bank of Canada17,477$179.0K0.00%+4,990+40.0%Added
Raymond James & Associates14,570$149.5K0.00%−2,064−12.4%Reduced
Eudaimonia Partners, LLC14,134$145.0K0.03%00.0%Unchanged
Private Advisor Group, LLC10,527$107.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.9,349$95.9K0.00%00.0%Unchanged
Global Retirement Partners, LLC7,905$81.1K0.00%00.0%Unchanged
Wells Fargo & Company4,711$48.3K0.00%−47−1.0%Reduced
Huntington National Bank4,002$41.1K0.00%+4,002New
Nisa Investment Advisors, LLC3,442$35.3K0.00%00.0%Unchanged
TFC Financial Management1,441$14.8K0.00%00.0%Unchanged
Bank of America Corp966$9.91K0.00%00.0%Unchanged
UBS Group AG774$7.94K0.00%−2,386−75.5%Reduced
Sound Income Strategies, LLC300$3.08K0.00%+300New
Westside Investment Management, Inc.288$2.96K0.00%00.0%Unchanged
Washington Trust Co284$2.91K0.00%00.0%Unchanged
Ancora Advisors, LLC135$1.39K0.00%00.0%Unchanged
Hollencrest Capital Management72$7390.00%00.0%Unchanged
Atlas Wealth LLC0$00.00%−474,144−100.0%Sold out
Bulldog Investors, LLP0$00.00%−274,892−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−23,229−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−3,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−751−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−576−100.0%Sold out