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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $11 | 0.00% | −2−66.7% | Reduced |
| Huntington National Bank | 2 | $21 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $42 | 0.00% | +4 | New |
| IFP Advisors, Inc | 11 | $113 | 0.00% | −13−54.2% | Reduced |
| Advisory Services Network, LLC | 22 | $227 | 0.00% | +22 | New |
| EverSource Wealth Advisors, LLC | 26 | $268 | 0.00% | −91−77.8% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $372 | 0.00% | +36 | New |
| Covestor Ltd | 88 | $1.00K | 0.00% | +25+39.7% | Added |
| Jones Financial Companies LLLP | 175 | $1.84K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 236 | $2.43K | 0.00% | −4,652−95.2% | Reduced |
| Optiver Holding B.V. | 242 | $2.50K | 0.00% | +242 | New |
| Essential Partners LLC | 262 | $2.70K | 0.00% | +253+2,811.1% | Added |
| Private Wealth Management Group, LLC | 305 | $3.15K | 0.00% | +41+15.5% | Added |
| Federation des caisses Desjardins du Quebec | 383 | $3.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $4.00K | 0.00% | +112+42.1% | Added |
| Trust Co of Toledo NA | 408 | $4.21K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 483 | $4.98K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 442 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 887 | $9.00K | 0.00% | +718+424.9% | Added |
| California State Teachers Retirement System | 928 | $9.57K | 0.00% | +1+0.1% | Added |
| Golden State Wealth Management, LLC | 982 | $10.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,005 | $10.4K | 0.00% | +644+178.4% | Added |
| Tower Research Capital LLC (TRC) | 1,084 | $11.2K | 0.00% | −1,760−61.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,253 | $12.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,255 | $12.9K | 0.00% | +276+28.2% | Added |
| Legal & General Group Plc | 1,309 | $13.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,441 | $14.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,785 | $18.4K | 0.00% | +1,785 | New |
| Acadian Asset Management LLC | 2,355 | $24.0K | 0.00% | +2,355 | New |
| Nisa Investment Advisors, LLC | 2,358 | $24.3K | 0.00% | −29−1.2% | Reduced |
| STRS Ohio | 2,400 | $24.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,887 | $29.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,993 | $30.9K | 0.00% | +1,255+72.2% | Added |
| Global Retirement Partners, LLC | 3,307 | $34.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,540 | $36.0K | 0.00% | −17,859−83.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,147 | $53.5K | 0.00% | +66+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,831 | $70.4K | 0.00% | −1,135−14.2% | Reduced |
| Bailard, Inc. | 10,500 | $108.3K | 0.00% | +10,500 | New |
| Wells Fargo & Company | 11,468 | $118.2K | 0.00% | +1,821+18.9% | Added |
| Running Point Capital Advisors, LLC | 11,700 | $120.6K | 0.03% | +11,700 | New |
| Rhumbline Advisers | 12,268 | $126.5K | 0.00% | −938−7.1% | Reduced |
| Bank of America Corp | 12,851 | $132.5K | 0.00% | +7,148+125.3% | Added |
| Calton & Associates, Inc. | 13,538 | $139.6K | 0.02% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 14,000 | $144.3K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,115 | $145.5K | 0.00% | +14,115 | New |
| Invesco Ltd. | 15,549 | $160.3K | 0.00% | +3,404+28.0% | Added |
| Citadel Advisors LLC | 16,218 | $167.2K | 0.00% | +16,218 | New |
| Susquehanna International Group, LLP | 16,295 | $168.0K | 0.00% | −5,208−24.2% | Reduced |
| JPMorgan Chase & Co | 20,607 | $212.5K | 0.00% | +4,778+30.2% | Added |
| Nuveen, LLC | 24,187 | $249.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 25,210 | $259.9K | 0.00% | −1,009−3.8% | Reduced |
| Barclays PLC | 26,812 | $276.4K | 0.00% | +230+0.9% | Added |
| Smith Asset Management Co., LLC | 33,035 | $340.6K | 0.29% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 34,869 | $359.5K | 0.00% | +4,270+14.0% | Added |
| Charles Schwab Investment Management Inc | 42,941 | $442.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 53,331 | $550.0K | 0.00% | +1,964+3.8% | Added |
| Jane Street Group, LLC | 55,420 | $571.4K | 0.00% | +7,293+15.2% | Added |
| Goldman Sachs Group Inc | 68,276 | $703.9K | 0.00% | +6,780+11.0% | Added |
| Adapt Wealth Advisors, LLC | 70,985 | $731.9K | 0.27% | +70,985 | New |
| Riverbridge Partners LLC | 85,655 | $883.1K | 0.01% | +25,257+41.8% | Added |
| Penserra Capital Management LLC | 91,756 | $946.0K | 0.01% | +3,102+3.5% | Added |
| Renaissance Technologies LLC | 114,634 | $1.18M | 0.00% | +400+0.4% | Added |
| Lido Advisors, LLC | 123,017 | $1.27M | 0.01% | −210.0% | Reduced |
| Northern Trust Corp | 128,322 | $1.32M | 0.00% | +7,828+6.5% | Added |
| State Street Corp | 179,050 | $1.85M | 0.00% | −24,164−11.9% | Reduced |
| Independent Advisor Alliance | 302,517 | $3.12M | 0.08% | +31,096+11.5% | Added |
| Geode Capital Management, LLC | 358,286 | $3.69M | 0.00% | +8,248+2.4% | Added |
| Morgan Stanley | 762,688 | $7.86M | 0.00% | +15,990+2.1% | Added |
| Vanguard Group Inc | 788,563 | $8.13M | 0.00% | +15,373+2.0% | Added |
| BlackRock, Inc. | 1,046,741 | $10.8M | 0.00% | +17,615+1.7% | Added |
| 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 |