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, Q1 2026
Institutional positions in Seven Hills Realty Trust as of Mar 31, 2026. 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
- 90
- +16 vs. Q4 2025
- Shares held
- 7.58M
- +1.40M (+22.7%) vs. Q4 2025
- Total value
- $62.3M
- +$7.14M (+12.9%) vs. Q4 2025
- New holders
- 22
- 28 more added
- Sold out
- 6
- 26 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security National Bank | 1 | $8 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $33 | 0.00% | +4 | New |
| MAI Capital Management | 5 | $42 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 9 | $74 | 0.00% | +9 | New |
| IFP Advisors, Inc | 10 | $82 | 0.00% | +6+150.0% | Added |
| True Wealth Design, LLC | 11 | $91 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 25 | $205 | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 26 | $214 | 0.00% | +26 | New |
| Allworth Financial LP | 34 | $276 | 0.00% | +33+3,300.0% | Added |
| Rothschild Investment LLC | 50 | $411 | 0.00% | −43−46.2% | Reduced |
| Essential Partners LLC | 63 | $518 | 0.00% | +63 | New |
| Ares Financial Consulting, LLC | 87 | $710 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 114 | $937 | 0.00% | −128−52.9% | Reduced |
| Covestor Ltd | 95 | $1.00K | 0.00% | +10+11.8% | Added |
| Jones Financial Companies LLLP | 175 | $1.42K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 408 | $3.35K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 481 | $3.95K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 483 | $3.97K | 0.00% | +483 | New |
| The PNC Financial Services Group, Inc. | 645 | $5.30K | 0.00% | +397+160.1% | Added |
| Simplex Trading, LLC | 668 | $5.49K | 0.00% | −573−46.2% | Reduced |
| Sterling Capital Management LLC | 731 | $6.01K | 0.00% | −542−42.6% | Reduced |
| GAMMA Investing LLC | 773 | $6.35K | 0.00% | +756+4,447.1% | Added |
| Golden State Wealth Management, LLC | 982 | $8.07K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,000 | $8.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,069 | $8.79K | 0.00% | +815+320.9% | Added |
| California State Teachers Retirement System | 1,195 | $9.82K | 0.00% | −161−11.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,253 | $10.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,257 | $10.3K | 0.00% | −2,165−63.3% | Reduced |
| TFC Financial Management | 1,441 | $11.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,633 | $13.0K | 0.00% | −1,286−44.1% | Reduced |
| Legal & General Group Plc | 1,797 | $14.8K | 0.00% | −212−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,896 | $15.6K | 0.00% | −604−24.2% | Reduced |
| UBS Asset Management Americas Inc | 2,463 | $20.2K | 0.00% | +1,644+200.7% | Added |
| Citigroup Inc | 3,279 | $27.0K | 0.00% | +1,226+59.7% | Added |
| Russell Investments Group, Ltd. | 3,664 | $30.1K | 0.00% | +982+36.6% | Added |
| Advisor Group Holdings, Inc. | 3,680 | $30.3K | 0.00% | −2,384−39.3% | Reduced |
| STRS Ohio | 3,900 | $32.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,079 | $33.5K | 0.00% | −602−12.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,192 | $34.5K | 0.00% | +2,793+199.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,971 | $57.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 7,129 | $58.6K | 0.00% | +7,129 | New |
| Wells Fargo & Company | 8,705 | $71.6K | 0.00% | −16,714−65.8% | Reduced |
| JPMorgan Chase & Co | 8,973 | $73.1K | 0.00% | −15,861−63.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,678 | $87.8K | 0.00% | +238+2.3% | Added |
| Odyssean, LLC | 10,784 | $88.6K | 0.03% | +10,784 | New |
| Jump Financial, LLC | 11,200 | $92.1K | 0.00% | −27,138−70.8% | Reduced |
| Creative Planning | 11,201 | $92.1K | 0.00% | +11,201 | New |
| MetLife Investment Management | 13,190 | $108.4K | 0.00% | +13,190 | New |
| Price T Rowe Associates Inc | 13,772 | $114.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 13,941 | $114.6K | 0.00% | +255+1.9% | Added |
| Sanders Morris Harris LLC | 14,000 | $115.1K | 0.02% | +14,000 | New |
| AQR Capital Management LLC | 15,981 | $131.4K | 0.00% | +15,981 | New |
| Ameriprise Financial Inc | 17,300 | $142.2K | 0.00% | +17,300 | New |
| AE Wealth Management LLC | 17,432 | $143.3K | 0.00% | +1,653+10.5% | Added |
| Deutsche Bank AG | 17,891 | $147.1K | 0.00% | +17,891 | New |
| LPL Financial LLC | 18,573 | $152.7K | 0.00% | +8,420+82.9% | Added |
| Invesco Ltd. | 22,734 | $186.9K | 0.00% | −214−0.9% | Reduced |
| SEI Investments Co | 22,744 | $187.0K | 0.00% | +11,400+100.5% | Added |
| Qube Research & Technologies Ltd | 23,719 | $195.0K | 0.00% | −6,162−20.6% | Reduced |
| Barclays PLC | 25,171 | $206.9K | 0.00% | −24,228−49.0% | Reduced |
| Adapt Wealth Advisors, LLC | 25,285 | $207.8K | 0.08% | 00.0% | Unchanged |
| Bank of America Corp | 25,778 | $211.9K | 0.00% | +1,667+6.9% | Added |
| O'Shaughnessy Asset Management, LLC | 28,282 | $232.5K | 0.00% | +9,060+47.1% | Added |
| HSBC Holdings PLC | 28,511 | $234.1K | 0.00% | −4,563−13.8% | Reduced |
| Prelude Capital Management, LLC | 30,000 | $246.6K | 0.02% | +16,000+114.3% | Added |
| Smith Asset Management Co., LLC | 32,053 | $263.5K | 0.23% | −540−1.7% | Reduced |
| Nuveen, LLC | 36,280 | $298.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 50,383 | $414.1K | 0.00% | +892+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,851 | $443.0K | 0.00% | −2,054−3.7% | Reduced |
| Susquehanna International Group, LLP | 55,557 | $456.7K | 0.00% | −18,157−24.6% | Reduced |
| UBS Group AG | 56,356 | $463.2K | 0.00% | +52,420+1,331.8% | Added |
| Cerity Partners LLC | 57,261 | $470.7K | 0.00% | +57,261 | New |
| Charles Schwab Investment Management Inc | 65,137 | $535.4K | 0.00% | −47,665−42.3% | Reduced |
| Renaissance Technologies LLC | 97,234 | $799.3K | 0.00% | −12,490−11.4% | Reduced |
| Lido Advisors, LLC | 123,038 | $1.01M | 0.00% | +210.0% | Added |
| Vanguard Portfolio Management LLC | 127,819 | $1.05M | 0.00% | +127,819 | New |
| Penserra Capital Management LLC | 133,962 | $1.10M | 0.01% | +3,760+2.9% | Added |
| Vanguard Fiduciary Trust Co | 142,568 | $1.17M | 0.00% | +142,568 | New |
| Hotchkis & Wiley Capital Management LLC | 162,200 | $1.33M | 0.00% | +162,200 | New |
| Goldman Sachs Group Inc | 171,924 | $1.41M | 0.00% | +51,179+42.4% | Added |
| Northern Trust Corp | 178,477 | $1.47M | 0.00% | +17,046+10.6% | Added |
| Riverbridge Partners LLC | 241,581 | $1.99M | 0.05% | +17,170+7.7% | Added |
| State Street Corp | 355,747 | $2.92M | 0.00% | +42,048+13.4% | Added |
| Independent Advisor Alliance | 376,834 | $3.10M | 0.03% | −13,557−3.5% | Reduced |
| Flat Footed LLC | 433,192 | $3.56M | 1.19% | −231,240−34.8% | Reduced |
| Geode Capital Management, LLC | 627,092 | $5.16M | 0.00% | +69,488+12.5% | Added |
| Morgan Stanley | 893,541 | $7.34M | 0.00% | +34,431+4.0% | Added |
| Vanguard Capital Management LLC | 1,003,341 | $8.25M | 0.00% | +1,003,341 | New |
| BlackRock, Inc. | 1,615,489 | $13.3M | 0.00% | −36,746−2.2% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −64,985−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,954−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Running Point Capital Advisors, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |