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
$8.94
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,431,101
Total reported value
$66,312,415
% of total 13F portfolios
0%
Share change
+2,791,501
Value change
+$24,705,230
Number of holders
75
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 31 Dec 2025, 75 institutional investors reported holding 7,431,101 shares of Seven Hills Realty Trust - Common Stock (SEVN). This represents 36% 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 35% 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. 8% 1,652,235 +58% 0% $14,704,892
VANGUARD GROUP INC 6% 1,243,315 +58% 0% $11,065,504
MORGAN STANLEY 4.2% 859,109 +13% 0% $7,646,075
Flat Footed LLC 3.2% 664,432 1.3% $5,913,445
GEODE CAPITAL MANAGEMENT, LLC 2.7% 557,604 +56% 0% $4,963,928
Independent Advisor Alliance 1.9% 390,391 +29% 0.08% $3,474,491
STATE STREET CORP 1.5% 313,699 +75% 0% $2,791,921
RIVERBRIDGE PARTNERS LLC 1.1% 224,411 +162% 0.04% $1,997,255
NORTHERN TRUST CORP 0.78% 161,431 +26% 0% $1,436,736
Penserra Capital Management LLC 0.63% 130,202 +42% 0.01% $1,158,000
Lido Advisors, LLC 0.6% 123,017 0% 0.01% $1,268,305
GOLDMAN SACHS GROUP INC 0.59% 120,745 +77% 0% $1,074,627
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.55% 112,802 +163% 0% $1,003,938
RENAISSANCE TECHNOLOGIES LLC 0.53% 109,724 -4.3% 0% $976,544
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.36% 73,714 +352% 0% $656,055
CITADEL ADVISORS LLC 0.32% 64,985 +301% 0% $578,369
Cambridge Investment Research Advisors, Inc. 0.27% 55,905 +4.8% 0% $498,000
Running Point Capital Advisors, LLC 0.27% 55,425 +374% 0.13% $493,278
Bank of New York Mellon Corp 0.24% 49,491 +42% 0% $440,470
BARCLAYS PLC 0.24% 49,399 +84% 0% $439,652
Jump Financial, LLC 0.19% 38,338 0% $341,208
Nuveen, LLC 0.18% 36,280 +50% 0% $322,892
Smith Asset Management Co., LLC 0.16% 32,593 -1.3% 0.24% $290,084
Qube Research & Technologies Ltd 0.14% 29,881 0% $265,941
WELLS FARGO & COMPANY/MN 0.12% 25,419 +122% 0% $226,231

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 7,431,101 $66,312,415 +$24,705,230 $8.90 75
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