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, Q3 2023
Institutional positions in Seven Hills Realty Trust as of Sep 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
- 42
- +8 vs. Q2 2023
- Shares held
- 3.59M
- +556.6K (+18.3%) vs. Q2 2023
- Total value
- $39.2M
- +$8.08M (+25.9%) vs. Q2 2023
- New holders
- 11
- 9 more added
- Sold out
- 3
- 11 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 93 | $65.8M |
| Q1 2026 | 90 | $62.3M |
| Q4 2025 | 78 | $66.8M |
| Q3 2025 | 71 | $47.8M |
| Q2 2025 | 65 | $53.6M |
| Q1 2025 | 61 | $55.5M |
| Q4 2024 | 58 | $59.2M |
| Q3 2024 | 53 | $59.9M |
| Q2 2024 | 51 | $56.0M |
| Q1 2024 | 47 | $51.5M |
| Q4 2023 | 48 | $49.5M |
| Q3 2023 | 42 | $39.2M |
| Q2 2023 | 34 | $31.1M |
| Q1 2023 | 36 | $37.7M |
| Q4 2022 | 34 | $30.2M |
| Q3 2022 | 34 | $30.1M |
| Q2 2022 | 30 | $34.1M |
| Q1 2022 | 25 | $28.8M |
| Q4 2021 | 28 | $31.0M |
| Q3 2021 | 2 | $36.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 737,531 | $8.05M | 0.00% | −38,752−5.0% | Reduced |
| Vanguard Group Inc | 686,429 | $7.50M | 0.00% | +16,656+2.5% | Added |
| Atlas Wealth LLC | 451,237 | $4.93M | 0.92% | +451,237 | New |
| Independent Advisor Alliance | 375,862 | $4.10M | 0.19% | −119,494−24.1% | Reduced |
| Matisse Capital | 200,000 | $2.18M | 1.54% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 158,447 | $1.73M | 0.01% | +56,947+56.1% | Added |
| Geode Capital Management, LLC | 121,703 | $1.33M | 0.00% | +92+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 111,814 | $1.22M | 0.00% | +111,814 | New |
| Renaissance Technologies LLC | 87,073 | $951.0K | 0.00% | +17,581+25.3% | Added |
| Claybrook Capital, LLC | 70,588 | $770.8K | 0.44% | 00.0% | Unchanged |
| Scotia Capital Inc. | 70,194 | $766.6K | 0.01% | +954+1.4% | Added |
| Crescent Grove Advisors, LLC | 61,615 | $672.8K | 0.08% | +61,615 | New |
| BlackRock Inc. | 57,736 | $630.5K | 0.00% | −7,253−11.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,041 | $601.0K | 0.00% | −540−1.0% | Reduced |
| State Street Corp | 47,809 | $522.1K | 0.00% | +3,800+8.6% | Added |
| Millennium Management LLC | 35,562 | $388.3K | 0.00% | −34,403−49.2% | Reduced |
| Golden Green, Inc. | 30,703 | $335.3K | 0.35% | +2,149+7.5% | Added |
| Virtu Financial LLC | 27,915 | $305.0K | 0.03% | +27,915 | New |
| Raymond James Financial Services Advisors, Inc. | 26,040 | $284.4K | 0.00% | −500−1.9% | Reduced |
| Susquehanna International Group, LLP | 24,641 | $269.1K | 0.00% | +24,641 | New |
| Citigroup Inc | 23,362 | $255.1K | 0.00% | +23,362 | New |
| Northern Trust Corp | 22,268 | $243.2K | 0.00% | −113−0.5% | Reduced |
| Royal Bank of Canada | 17,477 | $191.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,210 | $166.1K | 0.00% | +14,436+1,865.1% | Added |
| Raymond James & Associates | 14,570 | $159.1K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 13,013 | $142.1K | 0.03% | −1,121−7.9% | Reduced |
| Hillsdale Investment Management Inc. | 12,400 | $135.4K | 0.01% | +12,400 | New |
| Citadel Advisors LLC | 11,857 | $129.5K | 0.00% | +11,857 | New |
| Global Retirement Partners, LLC | 7,905 | $80.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,342 | $58.3K | 0.00% | +1,900+55.2% | Added |
| Huntington National Bank | 4,002 | $43.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,014 | $22.0K | 0.00% | −2,697−57.2% | Reduced |
| TFC Financial Management | 1,441 | $15.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 855 | $9.34K | 0.00% | −8,494−90.9% | Reduced |
| Comerica Bank | 483 | $5.27K | 0.00% | +483 | New |
| Bank of America Corp | 466 | $5.09K | 0.00% | −500−51.8% | Reduced |
| Sound Income Strategies, LLC | 300 | $3.28K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 288 | $3.15K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 284 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 135 | $1.47K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 28 | $301 | 0.00% | +28 | New |
| Qube Research & Technologies Ltd | 2 | $22 | 0.00% | +2 | New |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −58,768−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |