Institutional Ownership Seven Hills Realty Trust (SEVN)
This table provides information about the institutional ownership of Seven Hills Realty Trust (SEVN). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 4.5 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
815,264
shares
|
$7.13 Million
0.0% of portfolio
|
Q2 2024
Added 219.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
788,563
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
762,688
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
358,286
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
302,517
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
179,050
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
128,322
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
123,017
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
114,634
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
91,756
shares
|
$801,947
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
85,655
shares
|
$748,624
0.02% of portfolio
|
Q3 2025
Added 41.82%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
70,985
shares
|
$620,408
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
70,588
shares
|
$616,939
0.45% of portfolio
|
Q1 2023
Added 83.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
68,276
shares
|
$596,732
0.0% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
55,420
shares
|
$484,370
0.0% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
53,331
shares
|
$466,112
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
42,941
shares
|
$375,304
0.0% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
33,035
shares
|
$288,725
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
30,703
shares
|
$268,344
0.35% of portfolio
|
Q3 2023
Added 7.53%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
26,812
shares
|
$234,336
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
25,210
shares
|
$220,335
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,187
shares
|
$211,394
0.0% of portfolio
|
Q2 2025
Added 45.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
20,607
shares
|
$180,105
0.0% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
19,982
shares
|
$174,642
0.0% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,624
shares
|
$145,293
0.0% of portfolio
|
Q2 2024
New holding
|
|