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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 2024

Institutional positions in Seven Hills Realty Trust as of Dec 31, 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
58
+5 vs. Q3 2024
Shares held
4.53M
+180.4K (+4.1%) vs. Q3 2024
Total value
$59.2M
−$638.2K (−1.1%) vs. Q3 2024
New holders
10
22 more added
Sold out
5
12 more reduced

Compare with Q3 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 holdersQ4 2024: 58 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 2024: $59.2M
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 2024

Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q3 2024.

Institutions holding SEVN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,073,044$14.0M0.00%+48,386+4.7%Added
Morgan Stanley771,589$10.1M0.00%+16,523+2.2%Added
Vanguard Group Inc759,782$9.94M0.00%−4,916−0.6%Reduced
Geode Capital Management, LLC328,347$4.30M0.00%+2,091+0.6%Added
Independent Advisor Alliance292,336$3.82M0.05%−17,621−5.7%Reduced
State Street Corp184,409$2.41M0.00%+1,800+1.0%Added
Renaissance Technologies LLC112,834$1.48M0.00%−28,000−19.9%Reduced
Lido Advisors, LLC110,887$1.45M0.01%+22,992+26.2%Added
Goldman Sachs Group Inc102,624$1.34M0.00%+15,504+17.8%Added
Northern Trust Corp98,372$1.29M0.00%−2,404−2.4%Reduced
Penserra Capital Management LLC71,110$930.0K0.02%+71,110New
Scotia Capital Inc.60,697$794.0K0.00%+60,697New
Bailard, Inc.58,500$765.2K0.02%+23,100+65.3%Added
Cambridge Investment Research Advisors, Inc.55,039$720.0K0.00%−317−0.6%Reduced
Riverbridge Partners LLC52,802$690.6K0.01%+52,802New
JPMorgan Chase & Co45,793$599.0K0.00%+21,923+91.8%Added
UBS Group AG43,580$570.0K0.00%+32,335+287.6%Added
EP Wealth Advisors, LLC37,856$495.2K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc36,640$479.3K0.00%00.0%Unchanged
Smith Asset Management Co., LLC33,055$432.4K0.42%+33,055New
Bank of New York Mellon Corp25,875$338.4K0.00%−1,127−4.2%Reduced
Barclays PLC19,234$251.6K0.00%+2,187+12.8%Added
Royal Bank of Canada18,497$242.0K0.00%−1,367−6.9%Reduced
Susquehanna International Group, LLP17,879$233.9K0.00%+17,879New
Nuveen Asset Management, LLC16,624$217.4K0.00%00.0%Unchanged
Rhumbline Advisers12,883$168.5K0.00%+630+5.1%Added
Bank of America Corp11,609$151.8K0.00%+4,395+60.9%Added
Citigroup Inc9,850$128.8K0.00%+539+5.8%Added
Wells Fargo & Company8,493$111.1K0.00%+1,633+23.8%Added
MetLife Investment Management8,000$104.6K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.7,320$95.7K0.00%+304+4.3%Added
Global Retirement Partners, LLC6,382$83.5K0.00%−1,284−16.7%Reduced
Corebridge Financial, Inc.6,357$83.2K0.00%−480−7.0%Reduced
Advisor Group Holdings, Inc.5,832$76.3K0.00%+1,038+21.7%Added
Nisa Investment Advisors, LLC4,008$52.4K0.00%00.0%Unchanged
Acadian Asset Management LLC3,520$46.0K0.00%−106,656−96.8%Reduced
STRS Ohio2,400$31.4K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,854$24.3K0.00%+1,854New
TFC Financial Management1,441$18.8K0.00%00.0%Unchanged
Simplex Trading, LLC1,405$18.0K0.00%+224+19.0%Added
Ameritas Investment Partners, Inc.1,253$16.4K0.00%00.0%Unchanged
Legal & General Group Plc1,116$14.6K0.00%00.0%Unchanged
New York State Common Retirement Fund1,000$13.1K0.00%00.0%Unchanged
Golden State Wealth Management, LLC982$12.8K0.00%+982New
California State Teachers Retirement System927$12.1K0.00%00.0%Unchanged
FMR LLC916$12.0K0.00%+334+57.4%Added
Tower Research Capital LLC (TRC)849$11.1K0.00%−111−11.6%Reduced
Comerica Bank483$6.32K0.00%00.0%Unchanged
Amalgamated Bank442$6.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC442$5.78K0.00%+442New
Russell Investments Group, Ltd.438$5.73K0.00%−198−31.1%Reduced
Sterling Capital Management LLC434$5.68K0.00%+393+958.5%Added
Covestor Ltd244$3.00K0.00%+92+60.5%Added
CWM, LLC138$2.00K0.00%+21+17.9%Added
GAMMA Investing LLC86$1.13K0.00%+86New
Rothschild Investment LLC30$3920.00%+20+200.0%Added
IFP Advisors, Inc0$390.00%0New
Huntington National Bank2$260.00%00.0%Unchanged
Crescent Grove Advisors, LLC0$00.00%−37,100−100.0%Sold out
Two Sigma Investments, LP0$00.00%−27,419−100.0%Sold out
Calton & Associates, Inc.0$00.00%−13,538−100.0%Sold out
Jane Street Group, LLC0$00.00%−10,666−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−1,740−100.0%Sold out