Seven Hills Realty TrustSEVN
13F holders, Q4 2024 (December 31)57holders +4
8new positions
5sold out
1famous investor
$13.08avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding Seven Hills Realty Trust (SEVN) in their 13F filings, up 4 from Q3 2024. 8 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($14.0M), Morgan Stanley ($10.1M) and Vanguard Group Inc. ($9.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Seven Hills Realty Trust
- CUSIP
- 81784E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.7M |
| Exits | 5 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 401,334 shares bought and 254,944 shares sold, net +146,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| BlackRock, Inc. | 0.00% | Add +4.7% | 1,073,044 | $14.0M |
| Morgan Stanley | 0.00% | Add +2.2% | 771,589 | $10.1M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 759,782 | $9.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 328,347 | $4.3M |
| Independent Advisor Alliance | 0.05% | Reduce -5.7% | 292,336 | $3.8M |
| State Street Corp. | 0.00% | Add +1.0% | 184,409 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -19.9% | 112,834 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +26.2% | 110,887 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.8% | 102,624 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 98,372 | $1.3M |
| Penserra Capital Management LLC | 0.02% | New | 71,110 | $930K |
| Scotia Capital Inc. | 0.00% | New | 60,697 | $794K |
| Bailard, Inc. | 0.02% | Add +65.3% | 58,500 | $765K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 55,039 | $720K |
| Riverbridge Partners LLC | 0.01% | New | 52,802 | $691K |
| JPMorgan Chase & Co. | 0.00% | Add +91.8% | 45,793 | $599K |
| UBS Group AG | 0.00% | Add +287.6% | 43,580 | $570K |
| EP Wealth Advisors, LLC | 0.00% | No change | 37,856 | $495K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 36,640 | $479K |
| Smith Asset Management Co., LLC | 0.42% | — | 33,055 | $432K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 25,875 | $338K |
| Barclays PLC | 0.00% | Add +12.8% | 19,234 | $252K |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 18,497 | $242K |
| Susquehanna International Group, LLP | 0.00% | New | 17,879 | $234K |
| Nuveen Asset Management, LLC | 0.00% | No change | 16,624 | $217K |
| Rhumbline Advisers | 0.00% | Add +5.1% | 12,883 | $169K |
| Bank of America Corp. | 0.00% | Add +60.9% | 11,609 | $152K |
| Citigroup Inc. | 0.00% | Add +5.8% | 9,850 | $129K |
| Wells Fargo & Company | 0.00% | Add +23.8% | 8,493 | $111K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,000 | $105K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 7,320 | $96K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.8% | 6,382 | $83K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 6,357 | $83K |
| Osaic Holdings, Inc. | 0.00% | Add +21.6% | 5,832 | $76K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,008 | $52K |
| Acadian Asset Management LLC | 0.00% | Reduce -96.8% | 3,520 | $46K |
| STRS Ohio | 0.00% | No change | 2,400 | $31K |
| BNP Paribas Financial Markets | 0.00% | New | 1,854 | $24K |
| TFC Financial Management, Inc. | 0.00% | No change | 1,441 | $19K |
| Simplex Trading, LLC | 0.00% | Add +19.0% | 1,405 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,253 | $16K |
| Legal & General Group Plc | 0.00% | No change | 1,116 | $15K |
| New York State Common Retirement Fund | 0.00% | No change | 1,000 | $13K |
| Golden State Wealth Management, LLC | 0.00% | — | 982 | $13K |
| California State Teachers Retirement System | 0.00% | No change | 927 | $12K |
| FMR LLC | 0.00% | Add +57.4% | 916 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.6% | 849 | $11K |
| Comerica Bank | 0.00% | No change | 483 | $6K |
| Amalgamated Bank | 0.00% | No change | 442 | $6K |
| Private Wealth Management Group, LLC | 0.00% | New | 442 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.1% | 438 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +958.5% | 434 | $6K |
| Covestor Ltd | 0.00% | Add +60.5% | 244 | $3K |
| Cwm, LLC | 0.00% | Add +17.9% | 138 | $2K |
| GAMMA Investing LLC | 0.00% | New | 86 | $1K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 30 | $392 |
| Huntington National Bank | 0.00% | No change | 2 | $26 |
"% of holder's portfolio" is SEVN's weight in each manager's 13F, not the share of Seven Hills Realty Trust the manager owns.