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 66 institutions that hold shares in the stock, with a total of 4.29 Million shares, which have been reported (via 13F filing form) to have a value of $46 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
383
shares
|
$4,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
361
shares
|
$3,945
0.0% of portfolio
|
Q2 2025
Added 63.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
266
shares
|
$2,907
0.0% of portfolio
|
Q2 2025
Added 91.37%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
264
shares
|
$2,885
0.0% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
175
shares
|
$1,912
0.0% of portfolio
|
Q1 2025
Added 110.84%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
169
shares
|
$1,847
0.0% of portfolio
|
Q2 2025
Reduced 79.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
117
shares
|
$1,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102
shares
|
$1,114
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
63
shares
|
$688
0.0% of portfolio
|
Q2 2025
Reduced 44.74%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
38
shares
|
$415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
26
shares
|
$284
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24
shares
|
$262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3
shares
|
$32
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2
shares
|
$21
0.0% of portfolio
|
Q1 2024
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|