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 2025
Institutional positions in Seven Hills Realty Trust as of Dec 31, 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
- 78
- +7 vs. Q3 2025
- Shares held
- 7.49M
- +2.85M (+61.6%) vs. Q3 2025
- Total value
- $66.8M
- +$19.0M (+39.8%) vs. Q3 2025
- New holders
- 17
- 40 more added
- Sold out
- 10
- 9 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $18 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $36 | 0.00% | −7−63.6% | Reduced |
| GAMMA Investing LLC | 17 | $151 | 0.00% | +17 | New |
| Ares Financial Consulting, LLC | 87 | $774 | 0.00% | +87 | New |
| Rothschild Investment LLC | 93 | $828 | 0.00% | +93 | New |
| Covestor Ltd | 85 | $1.00K | 0.00% | −3−3.4% | Reduced |
| Jones Financial Companies LLLP | 175 | $1.56K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 254 | $2.00K | 0.00% | −124−32.8% | Reduced |
| Optiver Holding B.V. | 242 | $2.15K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 248 | $2.21K | 0.00% | +248 | New |
| Federation des caisses Desjardins du Quebec | 383 | $3.40K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 408 | $3.63K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 481 | $4.28K | 0.00% | +481 | New |
| Comerica Bank | 483 | $4.30K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 694 | $6.00K | 0.00% | +252+57.0% | Added |
| Private Wealth Management Group, LLC | 738 | $6.57K | 0.00% | +433+142.0% | Added |
| UBS Asset Management Americas Inc | 819 | $7.29K | 0.00% | +819 | New |
| Golden State Wealth Management, LLC | 982 | $8.74K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,000 | $8.90K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,241 | $11.0K | 0.00% | +354+39.9% | Added |
| Ameritas Investment Partners, Inc. | 1,253 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,273 | $11.3K | 0.00% | +268+26.7% | Added |
| California State Teachers Retirement System | 1,356 | $12.1K | 0.00% | +428+46.1% | Added |
| Tower Research Capital LLC (TRC) | 1,399 | $12.5K | 0.00% | +315+29.1% | Added |
| TFC Financial Management | 1,441 | $12.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,009 | $17.9K | 0.00% | +700+53.5% | Added |
| Citigroup Inc | 2,053 | $18.3K | 0.00% | +1,817+769.9% | Added |
| National Bank of Canada | 2,500 | $22.2K | 0.00% | +2,500 | New |
| Nisa Investment Advisors, LLC | 2,500 | $22.3K | 0.00% | +142+6.0% | Added |
| Russell Investments Group, Ltd. | 2,682 | $23.9K | 0.00% | +897+50.3% | Added |
| Global Retirement Partners, LLC | 2,850 | $25.4K | 0.00% | −457−13.8% | Reduced |
| Royal Bank of Canada | 2,919 | $27.0K | 0.00% | −621−17.5% | Reduced |
| FMR LLC | 3,422 | $30.5K | 0.00% | +2,167+172.7% | Added |
| STRS Ohio | 3,900 | $34.7K | 0.00% | +1,500+62.5% | Added |
| UBS Group AG | 3,936 | $35.0K | 0.00% | −21,274−84.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,681 | $41.7K | 0.00% | +1,688+56.4% | Added |
| Advisor Group Holdings, Inc. | 6,064 | $54.0K | 0.00% | +917+17.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,971 | $62.0K | 0.00% | +4,084+141.5% | Added |
| LPL Financial LLC | 10,153 | $90.4K | 0.00% | +10,153 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,440 | $92.9K | 0.00% | +3,609+52.8% | Added |
| EP Wealth Advisors, LLC | 10,954 | $97.5K | 0.00% | +10,954 | New |
| SEI Investments Co | 11,344 | $101.0K | 0.00% | +11,344 | New |
| Rhumbline Advisers | 13,686 | $121.8K | 0.00% | +1,418+11.6% | Added |
| Price T Rowe Associates Inc | 13,772 | $123.0K | 0.00% | +13,772 | New |
| Prelude Capital Management, LLC | 14,000 | $124.6K | 0.01% | +14,000 | New |
| AE Wealth Management LLC | 15,779 | $140.4K | 0.00% | +1,664+11.8% | Added |
| O'Shaughnessy Asset Management, LLC | 19,222 | $171.1K | 0.00% | +19,222 | New |
| Invesco Ltd. | 22,948 | $204.2K | 0.00% | +7,399+47.6% | Added |
| Bank of America Corp | 24,111 | $214.6K | 0.00% | +11,260+87.6% | Added |
| JPMorgan Chase & Co | 24,834 | $221.0K | 0.00% | +4,227+20.5% | Added |
| Adapt Wealth Advisors, LLC | 25,285 | $225.0K | 0.08% | −45,700−64.4% | Reduced |
| Wells Fargo & Company | 25,419 | $226.2K | 0.00% | +13,951+121.7% | Added |
| Qube Research & Technologies Ltd | 29,881 | $265.9K | 0.00% | +29,881 | New |
| Smith Asset Management Co., LLC | 32,593 | $290.1K | 0.24% | −442−1.3% | Reduced |
| HSBC Holdings PLC | 33,074 | $294.2K | 0.00% | +33,074 | New |
| Nuveen, LLC | 36,280 | $322.9K | 0.00% | +12,093+50.0% | Added |
| Jump Financial, LLC | 38,338 | $341.2K | 0.00% | +38,338 | New |
| Barclays PLC | 49,399 | $439.7K | 0.00% | +22,587+84.2% | Added |
| Bank of New York Mellon Corp | 49,491 | $440.5K | 0.00% | +14,622+41.9% | Added |
| Running Point Capital Advisors, LLC | 55,425 | $493.3K | 0.13% | +43,725+373.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,905 | $498.0K | 0.00% | +2,574+4.8% | Added |
| Citadel Advisors LLC | 64,985 | $578.4K | 0.00% | +48,767+300.7% | Added |
| Susquehanna International Group, LLP | 73,714 | $656.1K | 0.00% | +57,419+352.4% | Added |
| Renaissance Technologies LLC | 109,724 | $976.5K | 0.00% | −4,910−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 112,802 | $1.00M | 0.00% | +69,861+162.7% | Added |
| Goldman Sachs Group Inc | 120,745 | $1.07M | 0.00% | +52,469+76.8% | Added |
| Penserra Capital Management LLC | 130,202 | $1.16M | 0.01% | +38,446+41.9% | Added |
| Lido Advisors, LLC | 123,017 | $1.27M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 161,431 | $1.44M | 0.00% | +33,109+25.8% | Added |
| Riverbridge Partners LLC | 224,411 | $2.00M | 0.04% | +138,756+162.0% | Added |
| State Street Corp | 313,699 | $2.79M | 0.00% | +134,649+75.2% | Added |
| Independent Advisor Alliance | 390,391 | $3.47M | 0.08% | +87,874+29.0% | Added |
| Geode Capital Management, LLC | 557,604 | $4.96M | 0.00% | +199,318+55.6% | Added |
| Flat Footed LLC | 664,432 | $5.91M | 1.26% | +664,432 | New |
| Morgan Stanley | 859,110 | $7.65M | 0.00% | +96,422+12.6% | Added |
| Vanguard Group Inc | 1,243,315 | $11.1M | 0.00% | +454,752+57.7% | Added |
| BlackRock, Inc. | 1,652,235 | $14.7M | 0.00% | +605,494+57.8% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −55,420−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −13,538−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |