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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, Q3 2024

Institutional positions in Seven Hills Realty Trust as of Sep 30, 2024. 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
53
+3 vs. Q2 2024
Shares held
4.35M
+745.8K (+20.7%) vs. Q2 2024
Total value
$59.9M
+$14.2M (+31.1%) vs. Q2 2024
New holders
13
21 more added
Sold out
10
10 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 53 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 heldQ3 2024: $59.9M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q2 2024.

Institutions holding SEVN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,024,658$14.1M0.00%+1,024,658New
Vanguard Group Inc764,698$10.5M0.00%+11,647+1.5%Added
Morgan Stanley755,066$10.4M0.00%+17,345+2.4%Added
Geode Capital Management, LLC326,256$4.49M0.00%+11,890+3.8%Added
Independent Advisor Alliance309,957$4.27M0.16%+1,700+0.6%Added
State Street Corp182,609$2.51M0.00%+32,440+21.6%Added
Renaissance Technologies LLC140,834$1.94M0.00%+8,434+6.4%Added
Acadian Asset Management LLC110,176$1.52M0.00%−23,049−17.3%Reduced
Northern Trust Corp100,776$1.39M0.00%+69,096+218.1%Added
Lido Advisors, LLC87,895$1.21M0.01%+17,307+24.5%Added
Goldman Sachs Group Inc87,120$1.20M0.00%+7,037+8.8%Added
Cambridge Investment Research Advisors, Inc.55,356$762.0K0.00%−200−0.4%Reduced
EP Wealth Advisors, LLC37,856$521.3K0.00%00.0%Unchanged
Crescent Grove Advisors, LLC37,100$510.9K0.05%−64,770−63.6%Reduced
Charles Schwab Investment Management Inc36,640$504.5K0.00%+1,528+4.4%Added
Bailard, Inc.35,400$487.5K0.01%+18,900+114.5%Added
Two Sigma Investments, LP27,419$377.6K0.00%+27,419New
Bank of New York Mellon Corp27,002$371.8K0.00%−8,812−24.6%Reduced
JPMorgan Chase & Co23,870$328.7K0.00%+16,881+241.5%Added
Royal Bank of Canada19,864$273.0K0.00%+164+0.8%Added
Barclays PLC17,047$234.7K0.00%+2,947+20.9%Added
Nuveen Asset Management, LLC16,624$228.9K0.00%00.0%Unchanged
Calton & Associates, Inc.13,538$186.4K0.07%+13,538New
Rhumbline Advisers12,253$168.7K0.00%−855−6.5%Reduced
UBS Group AG11,245$154.8K0.00%+6,576+140.8%Added
Jane Street Group, LLC10,666$146.9K0.00%+10,666New
Citigroup Inc9,311$128.2K0.00%−15,859−63.0%Reduced
MetLife Investment Management8,000$110.2K0.00%+4,508+129.1%Added
Global Retirement Partners, LLC7,666$105.6K0.00%−9,333−54.9%Reduced
Bank of America Corp7,214$99.3K0.00%+334+4.9%Added
Mirae Asset Global ETFs Holdings Ltd.7,016$96.6K0.00%+7,016New
Wells Fargo & Company6,860$94.5K0.00%+54+0.8%Added
Corebridge Financial, Inc.6,837$94.1K0.00%−43−0.6%Reduced
Advisor Group Holdings, Inc.4,794$66.0K0.00%+402+9.2%Added
Nisa Investment Advisors, LLC4,008$55.2K0.00%−1,334−25.0%Reduced
STRS Ohio2,400$33.0K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,740$24.0K0.00%+1,740New
TFC Financial Management1,441$19.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,253$17.3K0.00%+1,253New
Simplex Trading, LLC1,181$16.0K0.00%+1,181New
Legal & General Group Plc1,116$15.4K0.00%00.0%Unchanged
New York State Common Retirement Fund1,000$13.8K0.00%−7,200−87.8%Reduced
Tower Research Capital LLC (TRC)960$13.2K0.00%+960New
California State Teachers Retirement System927$12.8K0.00%00.0%Unchanged
Russell Investments Group, Ltd.636$8.76K0.00%+636New
FMR LLC582$8.01K0.00%+222+61.7%Added
Comerica Bank483$6.65K0.00%00.0%Unchanged
Amalgamated Bank442$6.00K0.00%00.0%Unchanged
CWM, LLC117$2.00K0.00%+6+5.4%Added
Covestor Ltd152$2.00K0.00%+152New
Sterling Capital Management LLC41$5650.00%+41New
Rothschild Investment LLC10$1380.00%+10New
Huntington National Bank2$280.00%00.0%Unchanged
Matisse Capital0$00.00%−142,000−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−79,483−100.0%Sold out
Scotia Capital Inc.0$00.00%−77,397−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−66,840−100.0%Sold out
Invesco Ltd.0$00.00%−25,374−100.0%Sold out
Citadel Advisors LLC0$00.00%−18,183−100.0%Sold out
Alpine Global Management, LLC0$00.00%−12,544−100.0%Sold out
Millennium Management LLC0$00.00%−12,163−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−7,400−100.0%Sold out
Register Financial Advisors LLC0$00.00%−39−100.0%Sold out
BlackRock Inc.––––Not filed