Seven Hills Realty Trust - Common Stock (SEVN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SEVN on Nasdaq
Shares outstanding
20,629,700
Price per share
$8.90
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,633,392
Total reported value
$47,771,047
% of total 13F portfolios
0%
Share change
+210,273
Value change
+$2,125,604
Number of holders
70
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Seven Hills Realty Trust - Common Stock (SEVN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Tremont Realty Capital LLC 22% +64% $44,801,775 +$26,794,752 5,085,332 +149% Adam D. Portnoy 04 Dec 2025
BlackRock, Inc. 8% -38% $14,687,851 -$3,961,808 1,650,376 -21% BlackRock, Inc. 31 Dec 2025

As of 30 Sep 2025, 70 institutional investors reported holding 4,633,392 shares of Seven Hills Realty Trust - Common Stock (SEVN). This represents 22% of the company’s total 20,629,700 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Seven Hills Realty Trust - Common Stock (SEVN) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.1% 1,046,741 +1.7% 0% $10,791,900
VANGUARD GROUP INC 3.8% 788,563 +2% 0% $8,130,084
MORGAN STANLEY 3.7% 762,687 +2.1% 0% $7,863,303
GEODE CAPITAL MANAGEMENT, LLC 1.7% 358,286 +2.4% 0% $3,694,299
Independent Advisor Alliance 1.5% 302,517 +11% 0.08% $3,118,971
STATE STREET CORP 0.87% 179,050 -12% 0% $1,846,006
NORTHERN TRUST CORP 0.62% 128,322 +6.5% 0% $1,323,000
Lido Advisors, LLC 0.6% 123,017 -0.02% 0.01% $1,268,305
RENAISSANCE TECHNOLOGIES LLC 0.56% 114,634 +0.35% 0% $1,181,877
Penserra Capital Management LLC 0.44% 91,756 +3.5% 0.01% $946,000
RIVERBRIDGE PARTNERS LLC 0.42% 85,655 +42% 0.01% $883,101
ADAPT WEALTH ADVISORS, LLC 0.34% 70,985 0.27% $731,855
GOLDMAN SACHS GROUP INC 0.33% 68,276 +11% 0% $703,921
JANE STREET GROUP, LLC 0.27% 55,420 +15% 0% $571,380
Cambridge Investment Research Advisors, Inc. 0.26% 53,331 +3.8% 0% $550,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.21% 42,941 0% 0% $442,722
Bank of New York Mellon Corp 0.17% 34,869 +14% 0% $359,495
Smith Asset Management Co., LLC 0.16% 33,035 0% 0.29% $340,597
BARCLAYS PLC 0.13% 26,812 +0.87% 0% $276,432
UBS Group AG 0.12% 25,210 -3.8% 0% $259,915
Nuveen, LLC 0.12% 24,187 0% 0% $249,368
JPMORGAN CHASE & CO 0.1% 20,607 +30% 0% $212,459
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% 16,295 -24% 0% $168,001
CITADEL ADVISORS LLC 0.08% 16,218 0% $167,211
Invesco Ltd. 0.08% 15,549 +28% 0% $160,311

Institutional Holders of Seven Hills Realty Trust - Common Stock (SEVN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 227,336 $2,023,287 +$1,091,960 $8.90 4
2025 Q3 4,633,392 $47,771,047 +$2,125,604 $10.31 70
2025 Q2 4,441,846 $53,612,982 -$166,471 $12.07 64
2025 Q1 4,445,289 $55,520,864 -$1,007,297 $12.49 60
2024 Q4 4,528,540 $59,234,194 +$1,829,299 $13.08 57
2024 Q3 4,348,114 $59,872,271 -$3,359,644 $13.77 53
2024 Q2 4,417,568 $56,013,357 +$5,257,999 $12.68 51
2024 Q1 3,988,385 $51,526,189 +$2,088,076 $12.92 46
2023 Q4 3,826,380 $49,518,315 +$3,926,431 $12.94 48
2023 Q3 3,591,642 $39,214,491 +$6,124,728 $10.92 42
2023 Q2 3,035,007 $31,136,476 -$7,287,167 $10.26 34
2023 Q1 3,762,040 $37,749,721 +$4,628,825 $10.04 36
2022 Q4 3,327,204 $125,591,428 +$249,776 $9.09 34
2022 Q3 3,300,342 $30,096,930 +$953,640 $9.12 32
2022 Q2 3,195,660 $34,129,089 +$6,460,954 $10.68 29
2022 Q1 2,590,106 $28,825,135 -$5,640,908 $11.13 24
2021 Q4 2,990,314 $31,038,059 +$30,938,892 $10.38 26
2021 Q3 3,558 $36,000 +$36,000 $10.40 2