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, Q2 2025
Institutional positions in Seven Hills Realty Trust as of Jun 30, 2025. 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
- 65
- +4 vs. Q1 2025
- Shares held
- 4.44M
- −3.43K (−0.1%) vs. Q1 2025
- Total value
- $53.6M
- −$1.91M (−3.4%) vs. Q1 2025
- New holders
- 11
- 24 more added
- Sold out
- 7
- 16 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $37 | 0.00% | +3 | New |
| Essential Partners LLC | 9 | $109 | 0.00% | +9 | New |
| IFP Advisors, Inc | 24 | $289 | 0.00% | +24 | Added |
| GAMMA Investing LLC | 26 | $314 | 0.00% | −26−50.0% | Reduced |
| Massmutual Trust Co FSB | 38 | $459 | 0.00% | +38 | New |
| Covestor Ltd | 63 | $1.00K | 0.00% | −51−44.7% | Reduced |
| EverSource Wealth Advisors, LLC | 117 | $1.41K | 0.00% | +117 | New |
| Simplex Trading, LLC | 169 | $2.00K | 0.00% | −647−79.3% | Reduced |
| Jones Financial Companies LLLP | 175 | $2.10K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 266 | $3.00K | 0.00% | +127+91.4% | Added |
| Private Wealth Management Group, LLC | 264 | $3.19K | 0.00% | −170−39.2% | Reduced |
| Sterling Capital Management LLC | 361 | $4.36K | 0.00% | +140+63.3% | Added |
| Federation des caisses Desjardins du Quebec | 383 | $4.62K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 408 | $4.92K | 0.00% | +408 | New |
| Amalgamated Bank | 442 | $5.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 483 | $5.83K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 927 | $11.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 979 | $11.8K | 0.00% | +377+62.6% | Added |
| Golden State Wealth Management, LLC | 982 | $11.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,000 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,253 | $15.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,309 | $15.8K | 0.00% | +193+17.3% | Added |
| TFC Financial Management | 1,441 | $17.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,738 | $21.0K | 0.00% | +670+62.7% | Added |
| Nisa Investment Advisors, LLC | 2,387 | $28.8K | 0.00% | −840−26.0% | Reduced |
| STRS Ohio | 2,400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,844 | $34.3K | 0.00% | +1,854+187.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,887 | $34.8K | 0.00% | +2,887 | New |
| Global Retirement Partners, LLC | 3,307 | $39.9K | 0.00% | +3,307 | New |
| Raymond James Financial Inc | 3,400 | $41.0K | 0.00% | +3,400 | New |
| Citigroup Inc | 4,888 | $59.0K | 0.00% | −3,973−44.8% | Reduced |
| Advisor Group Holdings, Inc. | 5,081 | $61.3K | 0.00% | +276+5.7% | Added |
| Bank of America Corp | 5,703 | $68.8K | 0.00% | −516−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,966 | $96.2K | 0.00% | +334+4.4% | Added |
| Wells Fargo & Company | 9,647 | $116.4K | 0.00% | +759+8.5% | Added |
| Invesco Ltd. | 12,145 | $146.6K | 0.00% | +12,145 | New |
| Rhumbline Advisers | 13,206 | $159.4K | 0.00% | +691+5.5% | Added |
| Calton & Associates, Inc. | 13,538 | $163.4K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 14,000 | $169.0K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,829 | $191.1K | 0.00% | −9,250−36.9% | Reduced |
| EP Wealth Advisors, LLC | 19,982 | $241.2K | 0.00% | −7,954−28.5% | Reduced |
| Royal Bank of Canada | 21,399 | $258.0K | 0.00% | +2,002+10.3% | Added |
| Susquehanna International Group, LLP | 21,503 | $259.5K | 0.00% | +1,662+8.4% | Added |
| Deutsche Bank AG | 21,824 | $263.4K | 0.00% | +21,824 | New |
| Nuveen, LLC | 24,187 | $291.9K | 0.00% | +7,563+45.5% | Added |
| UBS Group AG | 26,219 | $316.5K | 0.00% | −37,161−58.6% | Reduced |
| Barclays PLC | 26,582 | $320.8K | 0.00% | +11,543+76.8% | Added |
| Bank of New York Mellon Corp | 30,599 | $369.3K | 0.00% | +3,637+13.5% | Added |
| Smith Asset Management Co., LLC | 33,035 | $398.7K | 0.34% | +33,035 | New |
| Charles Schwab Investment Management Inc | 42,941 | $518.3K | 0.00% | +6,301+17.2% | Added |
| Jane Street Group, LLC | 48,127 | $580.9K | 0.00% | −572−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,367 | $620.0K | 0.00% | −3,672−6.7% | Reduced |
| Riverbridge Partners LLC | 60,398 | $729.0K | 0.01% | +2,253+3.9% | Added |
| Goldman Sachs Group Inc | 61,496 | $742.3K | 0.00% | −16,572−21.2% | Reduced |
| Penserra Capital Management LLC | 88,654 | $1.07M | 0.01% | +2,590+3.0% | Added |
| Renaissance Technologies LLC | 114,234 | $1.38M | 0.00% | +800+0.7% | Added |
| Northern Trust Corp | 120,494 | $1.45M | 0.00% | +20,696+20.7% | Added |
| Lido Advisors, LLC | 123,038 | $1.49M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 203,214 | $2.45M | 0.00% | +28,150+16.1% | Added |
| Independent Advisor Alliance | 271,421 | $3.28M | 0.09% | −8,983−3.2% | Reduced |
| Geode Capital Management, LLC | 350,038 | $4.23M | 0.00% | +16,514+5.0% | Added |
| Morgan Stanley | 746,698 | $9.01M | 0.00% | −2840.0% | Reduced |
| Vanguard Group Inc | 773,190 | $9.33M | 0.00% | +14,788+1.9% | Added |
| BlackRock, Inc. | 1,029,126 | $12.4M | 0.00% | −19,298−1.8% | Reduced |
| Bailard, Inc. | 0 | $0 | 0.00% | −45,811−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −23,871−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |