Seven Hills Realty TrustSEVN

13F holders, Q3 2025 (September 30)
71holders +6
11new positions
4sold out
2famous investors
$10.31avg. 13F price*

At the end of Q3 2025, 71 institutions reported holding Seven Hills Realty Trust (SEVN) in their 13F filings, up 6 from Q2 2025. 11 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($10.8M), Vanguard Group Inc. ($8.1M) and Morgan Stanley ($7.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Seven Hills Realty Trust
CUSIP
81784E101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 47Q1 2024Q2 2024: 51Q2 2024Q3 2024: 53Q3 2024Q4 2024: 57Q4 2024Q1 2025: 60Q1 2025Q2 2025: 65Q2 2025Q3 2025: 71Q3 2025Q4 2025: 76Q4 2025Q1 2026: 90Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$1.3M
Exits4$305K

All 13F filers, Q2 2025 → Q3 2025: 293,950 shares bought and 82,169 shares sold, net +211,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

BlackRock, Inc. 0.00% Add +1.7% 1,046,741 $10.8M
Vanguard Group Inc. 0.00% Add +2.0% 788,563 $8.1M
Morgan Stanley 0.00% Add +2.1% 762,688 $7.9M
Geode Capital Management, LLC 0.00% Add +2.4% 358,286 $3.7M
Independent Advisor Alliance 0.08% Add +11.5% 302,517 $3.1M
State Street Corp. 0.00% Reduce -11.9% 179,050 $1.8M
Northern Trust Corp. 0.00% Add +6.5% 128,322 $1.3M
Lido Advisors, LLC 0.01% Reduce -0.0% 123,017 $1.3M
Renaissance Technologies 0.00% Add +0.3% 114,634 $1.2M
Penserra Capital Management LLC 0.01% Add +3.5% 91,756 $946K
Riverbridge Partners LLC 0.01% Add +41.8% 85,655 $883K
Adapt Wealth Advisors, LLC 0.27% New 70,985 $732K
Goldman Sachs Group Inc. 0.00% Add +11.0% 68,276 $704K
Jane Street Group, LLC 0.00% Add +15.2% 55,420 $571K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.8% 53,331 $550K
Charles Schwab Investment Management Inc. 0.00% No change 42,941 $443K
Bank of New York Mellon Corp 0.00% Add +13.9% 34,869 $359K
Smith Asset Management Co., LLC 0.29% No change 33,035 $341K
Barclays PLC 0.00% Add +0.9% 26,812 $276K
UBS Group AG 0.00% Reduce -3.9% 25,210 $260K
Nuveen, LLC 0.00% No change 24,187 $249K
JPMorgan Chase & Co. 0.00% Add +30.2% 20,607 $212K
Susquehanna International Group, LLP 0.00% Reduce -24.2% 16,295 $168K
Citadel Advisors 0.00% New 16,218 $167K
Invesco Ltd. 0.00% Add +28.0% 15,549 $160K
AE Wealth Management LLC 0.00% New 14,115 $146K
Sanders Morris Harris LLC 0.02% No change 14,000 $144K
Calton & Associates, Inc. 0.02% No change 13,538 $140K
Bank of America Corp. 0.00% Add +125.3% 12,851 $132K
Rhumbline Advisers 0.00% Reduce -7.1% 12,268 $126K
Running Point Capital Advisors, LLC 0.03% New 11,700 $121K
Wells Fargo & Company 0.00% Add +18.9% 11,468 $118K
Bailard, Inc. 0.00% New 10,500 $108K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.3% 6,831 $70K
Osaic Holdings, Inc. 0.00% Add +1.3% 5,147 $54K
Royal Bank of Canada 0.00% Reduce -83.5% 3,540 $36K
Global Retirement Partners, LLC 0.00% No change 3,307 $34K
BNP Paribas Financial Markets 0.00% Add +72.2% 2,993 $31K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,887 $30K
STRS Ohio 0.00% No change 2,400 $25K
Nisa Investment Advisors, LLC 0.00% Reduce -1.2% 2,358 $24K
Acadian Asset Management LLC 0.00% New 2,355 $24K
Russell Investments Group, Ltd. 0.00% New 1,785 $18K
TFC Financial Management, Inc. 0.00% No change 1,441 $15K
Legal & General Group Plc 0.00% No change 1,309 $13K
FMR LLC 0.00% Add +28.2% 1,255 $13K
Ameritas Investment Partners, Inc. 0.00% No change 1,253 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.9% 1,084 $11K
Sterling Capital Management LLC 0.00% Add +178.4% 1,005 $10K
New York State Common Retirement Fund 0.00% No change 1,000 $10K
Golden State Wealth Management, LLC 0.00% No change 982 $10K
California State Teachers Retirement System 0.00% Add +0.1% 928 $10K
Simplex Trading, LLC 0.00% Add +424.9% 887 $9K
Amalgamated Bank 0.00% No change 442 $5K
Comerica Bank 0.00% No change 483 $5K
Trust Co. of Toledo NA 0.00% No change 408 $4K
Cwm, LLC 0.00% Add +42.1% 378 $4K
Federation des caisses Desjardins du Quebec 0.00% No change 383 $4K
Private Wealth Management Group, LLC 0.00% Add +15.5% 305 $3K
Essential Partners LLC 0.00% Add +2811.1% 262 $3K
Optiver Holding B.V. 0.00% New 242 $2K
Citigroup Inc. 0.00% Reduce -95.2% 236 $2K
Jones Financial Companies LLLP 0.00% No change 175 $2K
Covestor Ltd 0.00% Add +39.7% 88 $1K
Arax Advisory Partners 0.00% New 36 $372
EverSource Wealth Advisors, LLC 0.00% Reduce -77.8% 26 $268
Advisory Services Network, LLC 0.00% New 22 $227
IFP Advisors, Inc 0.00% Reduce -54.2% 11 $113
True Wealth Design, LLC 0.00% New 4 $42
Huntington National Bank 0.00% No change 2 $21
Allworth Financial LP 0.00% Reduce -66.7% 1 $11

"% of holder's portfolio" is SEVN's weight in each manager's 13F, not the share of Seven Hills Realty Trust the manager owns.