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 2025
Institutional positions in Seven Hills Realty Trust as of Sep 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
- 71
- +7 vs. Q2 2025
- Shares held
- 4.63M
- +211.8K (+4.8%) vs. Q2 2025
- Total value
- $47.8M
- −$5.60M (−10.5%) vs. Q2 2025
- New holders
- 11
- 28 more added
- Sold out
- 4
- 13 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,046,741 | $10.8M | 0.00% | +17,615+1.7% | Added |
| Vanguard Group Inc | 788,563 | $8.13M | 0.00% | +15,373+2.0% | Added |
| Morgan Stanley | 762,688 | $7.86M | 0.00% | +15,990+2.1% | Added |
| Geode Capital Management, LLC | 358,286 | $3.69M | 0.00% | +8,248+2.4% | Added |
| Independent Advisor Alliance | 302,517 | $3.12M | 0.08% | +31,096+11.5% | Added |
| State Street Corp | 179,050 | $1.85M | 0.00% | −24,164−11.9% | Reduced |
| Northern Trust Corp | 128,322 | $1.32M | 0.00% | +7,828+6.5% | Added |
| Lido Advisors, LLC | 123,017 | $1.27M | 0.01% | −210.0% | Reduced |
| Renaissance Technologies LLC | 114,634 | $1.18M | 0.00% | +400+0.4% | Added |
| Penserra Capital Management LLC | 91,756 | $946.0K | 0.01% | +3,102+3.5% | Added |
| Riverbridge Partners LLC | 85,655 | $883.1K | 0.01% | +25,257+41.8% | Added |
| Adapt Wealth Advisors, LLC | 70,985 | $731.9K | 0.27% | +70,985 | New |
| Goldman Sachs Group Inc | 68,276 | $703.9K | 0.00% | +6,780+11.0% | Added |
| Jane Street Group, LLC | 55,420 | $571.4K | 0.00% | +7,293+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,331 | $550.0K | 0.00% | +1,964+3.8% | Added |
| Charles Schwab Investment Management Inc | 42,941 | $442.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 34,869 | $359.5K | 0.00% | +4,270+14.0% | Added |
| Smith Asset Management Co., LLC | 33,035 | $340.6K | 0.29% | 00.0% | Unchanged |
| Barclays PLC | 26,812 | $276.4K | 0.00% | +230+0.9% | Added |
| UBS Group AG | 25,210 | $259.9K | 0.00% | −1,009−3.8% | Reduced |
| Nuveen, LLC | 24,187 | $249.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,607 | $212.5K | 0.00% | +4,778+30.2% | Added |
| Susquehanna International Group, LLP | 16,295 | $168.0K | 0.00% | −5,208−24.2% | Reduced |
| Citadel Advisors LLC | 16,218 | $167.2K | 0.00% | +16,218 | New |
| Invesco Ltd. | 15,549 | $160.3K | 0.00% | +3,404+28.0% | Added |
| AE Wealth Management LLC | 14,115 | $145.5K | 0.00% | +14,115 | New |
| Sanders Morris Harris LLC | 14,000 | $144.3K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,538 | $139.6K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 12,851 | $132.5K | 0.00% | +7,148+125.3% | Added |
| Rhumbline Advisers | 12,268 | $126.5K | 0.00% | −938−7.1% | Reduced |
| Running Point Capital Advisors, LLC | 11,700 | $120.6K | 0.03% | +11,700 | New |
| Wells Fargo & Company | 11,468 | $118.2K | 0.00% | +1,821+18.9% | Added |
| Bailard, Inc. | 10,500 | $108.3K | 0.00% | +10,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,831 | $70.4K | 0.00% | −1,135−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,147 | $53.5K | 0.00% | +66+1.3% | Added |
| Royal Bank of Canada | 3,540 | $36.0K | 0.00% | −17,859−83.5% | Reduced |
| Global Retirement Partners, LLC | 3,307 | $34.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,993 | $30.9K | 0.00% | +1,255+72.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,887 | $29.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,400 | $24.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,358 | $24.3K | 0.00% | −29−1.2% | Reduced |
| Acadian Asset Management LLC | 2,355 | $24.0K | 0.00% | +2,355 | New |
| Russell Investments Group, Ltd. | 1,785 | $18.4K | 0.00% | +1,785 | New |
| TFC Financial Management | 1,441 | $14.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,309 | $13.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,255 | $12.9K | 0.00% | +276+28.2% | Added |
| Ameritas Investment Partners, Inc. | 1,253 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,084 | $11.2K | 0.00% | −1,760−61.9% | Reduced |
| Sterling Capital Management LLC | 1,005 | $10.4K | 0.00% | +644+178.4% | Added |
| New York State Common Retirement Fund | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 982 | $10.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 928 | $9.57K | 0.00% | +1+0.1% | Added |
| Simplex Trading, LLC | 887 | $9.00K | 0.00% | +718+424.9% | Added |
| Amalgamated Bank | 442 | $5.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 483 | $4.98K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 408 | $4.21K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $4.00K | 0.00% | +112+42.1% | Added |
| Federation des caisses Desjardins du Quebec | 383 | $3.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 305 | $3.15K | 0.00% | +41+15.5% | Added |
| Essential Partners LLC | 262 | $2.70K | 0.00% | +253+2,811.1% | Added |
| Optiver Holding B.V. | 242 | $2.50K | 0.00% | +242 | New |
| Citigroup Inc | 236 | $2.43K | 0.00% | −4,652−95.2% | Reduced |
| Jones Financial Companies LLLP | 175 | $1.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 88 | $1.00K | 0.00% | +25+39.7% | Added |
| SRS Capital Advisors, Inc. | 36 | $372 | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 26 | $268 | 0.00% | −91−77.8% | Reduced |
| Advisory Services Network, LLC | 22 | $227 | 0.00% | +22 | New |
| IFP Advisors, Inc | 11 | $113 | 0.00% | −13−54.2% | Reduced |
| True Wealth Design, LLC | 4 | $42 | 0.00% | +4 | New |
| Huntington National Bank | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $11 | 0.00% | −2−66.7% | Reduced |
| Deutsche Bank AG | 0 | $0 | 0.00% | −21,824−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |