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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 2 | $22 | 0.00% | +2 | New |
| FMR LLC | 28 | $301 | 0.00% | +28 | New |
| Ancora Advisors, LLC | 135 | $1.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 284 | $3.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 288 | $3.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 466 | $5.09K | 0.00% | −500−51.8% | Reduced |
| Comerica Bank | 483 | $5.27K | 0.00% | +483 | New |
| Advisor Group Holdings, Inc. | 855 | $9.34K | 0.00% | −8,494−90.9% | Reduced |
| TFC Financial Management | 1,441 | $15.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,014 | $22.0K | 0.00% | −2,697−57.2% | Reduced |
| Huntington National Bank | 4,002 | $43.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,342 | $58.3K | 0.00% | +1,900+55.2% | Added |
| Global Retirement Partners, LLC | 7,905 | $80.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,857 | $129.5K | 0.00% | +11,857 | New |
| Hillsdale Investment Management Inc. | 12,400 | $135.4K | 0.01% | +12,400 | New |
| Eudaimonia Partners, LLC | 13,013 | $142.1K | 0.03% | −1,121−7.9% | Reduced |
| Raymond James & Associates | 14,570 | $159.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,210 | $166.1K | 0.00% | +14,436+1,865.1% | Added |
| Royal Bank of Canada | 17,477 | $191.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 22,268 | $243.2K | 0.00% | −113−0.5% | Reduced |
| Citigroup Inc | 23,362 | $255.1K | 0.00% | +23,362 | New |
| Susquehanna International Group, LLP | 24,641 | $269.1K | 0.00% | +24,641 | New |
| Raymond James Financial Services Advisors, Inc. | 26,040 | $284.4K | 0.00% | −500−1.9% | Reduced |
| Virtu Financial LLC | 27,915 | $305.0K | 0.03% | +27,915 | New |
| Golden Green, Inc. | 30,703 | $335.3K | 0.35% | +2,149+7.5% | Added |
| Millennium Management LLC | 35,562 | $388.3K | 0.00% | −34,403−49.2% | Reduced |
| State Street Corp | 47,809 | $522.1K | 0.00% | +3,800+8.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,041 | $601.0K | 0.00% | −540−1.0% | Reduced |
| BlackRock Inc. | 57,736 | $630.5K | 0.00% | −7,253−11.2% | Reduced |
| Crescent Grove Advisors, LLC | 61,615 | $672.8K | 0.08% | +61,615 | New |
| Scotia Capital Inc. | 70,194 | $766.6K | 0.01% | +954+1.4% | Added |
| Claybrook Capital, LLC | 70,588 | $770.8K | 0.44% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 87,073 | $951.0K | 0.00% | +17,581+25.3% | Added |
| Arrowstreet Capital, Limited Partnership | 111,814 | $1.22M | 0.00% | +111,814 | New |
| Geode Capital Management, LLC | 121,703 | $1.33M | 0.00% | +92+0.1% | Added |
| Acadian Asset Management LLC | 158,447 | $1.73M | 0.01% | +56,947+56.1% | Added |
| Matisse Capital | 200,000 | $2.18M | 1.54% | 00.0% | Unchanged |
| Independent Advisor Alliance | 375,862 | $4.10M | 0.19% | −119,494−24.1% | Reduced |
| Atlas Wealth LLC | 451,237 | $4.93M | 0.92% | +451,237 | New |
| Vanguard Group Inc | 686,429 | $7.50M | 0.00% | +16,656+2.5% | Added |
| Morgan Stanley | 737,531 | $8.05M | 0.00% | −38,752−5.0% | Reduced |
| 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 |