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Livermore
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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, Q4 2023

Institutional positions in Seven Hills Realty Trust as of Dec 31, 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
48
+8 vs. Q3 2023
Shares held
3.83M
+336.0K (+9.6%) vs. Q3 2023
Total value
$49.5M
+$11.4M (+29.9%) vs. Q3 2023
New holders
13
19 more added
Sold out
5
7 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 48 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 heldQ4 2023: $49.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q3 2023.

Institutions holding SEVN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley738,776$9.56M0.00%+1,245+0.2%Added
Vanguard Group Inc690,029$8.93M0.00%+3,600+0.5%Added
Independent Advisor Alliance312,882$4.05M0.15%−62,980−16.8%Reduced
BlackRock Inc.242,191$3.13M0.00%+184,455+319.5%Added
Acadian Asset Management LLC209,152$2.71M0.01%+50,705+32.0%Added
Renaissance Technologies LLC170,417$2.21M0.00%+83,344+95.7%Added
Arrowstreet Capital, Limited Partnership160,004$2.07M0.00%+48,190+43.1%Added
Matisse Capital141,000$1.82M0.97%−59,000−29.5%Reduced
Geode Capital Management, LLC135,612$1.76M0.00%+13,909+11.4%Added
Kore Advisors LP123,076$1.59M1.03%+123,076New
Susquehanna International Group, LLP87,212$1.13M0.00%+62,571+253.9%Added
Millennium Management LLC79,205$1.02M0.00%+43,643+122.7%Added
Scotia Capital Inc.75,357$975.1K0.01%+5,163+7.4%Added
Lido Advisors, LLC70,588$913.4K0.01%+70,588New
Goldman Sachs Group Inc65,373$845.9K0.00%+65,373New
Jane Street Group, LLC56,085$725.7K0.00%+56,085New
Cambridge Investment Research Advisors, Inc.55,041$712.0K0.00%00.0%Unchanged
State Street Corp52,509$679.5K0.00%+4,700+9.8%Added
Citigroup Inc50,836$657.8K0.00%+27,474+117.6%Added
Laurion Capital Management LP46,480$601.5K0.02%+46,480New
EP Wealth Advisors, LLC37,856$489.9K0.01%+37,856New
Kingsview Wealth Management, LLC33,505$433.6K0.01%+33,505New
Qube Research & Technologies Ltd31,433$406.7K0.00%+31,431+1,571,550.0%Added
Northern Trust Corp22,856$295.8K0.00%+588+2.6%Added
683 Capital Management, LLC19,768$255.8K0.03%+19,768New
Royal Bank of Canada17,654$227.0K0.00%+177+1.0%Added
ExodusPoint Capital Management, LP15,551$201.0K0.00%+15,551New
Hillsdale Investment Management Inc.12,900$166.9K0.01%+500+4.0%Added
Bank of America Corp11,659$150.9K0.00%+11,193+2,401.9%Added
Raymond James & Associates11,032$142.8K0.00%−3,538−24.3%Reduced
Jump Financial, LLC10,200$132.0K0.00%+10,200New
Citadel Advisors LLC9,829$127.2K0.00%−2,028−17.1%Reduced
Global Retirement Partners, LLC8,531$119.0K0.00%+626+7.9%Added
Nisa Investment Advisors, LLC5,342$69.1K0.00%00.0%Unchanged
JPMorgan Chase & Co4,438$57.4K0.00%+4,438New
Huntington National Bank4,002$51.8K0.00%00.0%Unchanged
TFC Financial Management1,441$18.6K0.00%00.0%Unchanged
Wells Fargo & Company1,323$17.1K0.00%−691−34.3%Reduced
Tower Research Capital LLC (TRC)1,231$15.9K0.00%+1,231New
FMR LLC1,148$14.8K0.00%+1,120+4,000.0%Added
UBS Group AG774$10.0K0.00%−14,436−94.9%Reduced
Advisor Group Holdings, Inc.586$7.58K0.00%−269−31.5%Reduced
Comerica Bank483$6.25K0.00%00.0%Unchanged
Sound Income Strategies, LLC300$3.88K0.00%00.0%Unchanged
Westside Investment Management, Inc.288$3.73K0.00%00.0%Unchanged
Washington Trust Co284$3.67K0.00%00.0%Unchanged
Ancora Advisors, LLC135$1.75K0.00%00.0%Unchanged
Sofos Investments, Inc.6$670.00%+6New
Atlas Wealth LLC0$00.00%−451,237−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−61,615−100.0%Sold out
Virtu Financial LLC0$00.00%−27,915−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−26,040−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−13,013−100.0%Sold out
Claybrook Capital, LLC––––Not filed
Golden Green, Inc.––––Not filed