Security key
81784E101
Seven Hills Realty Trust - Common Shares of Beneficial Interest (SEVN)
CUSIP: 81784E101
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common Shares of Beneficial Interest
- Total 13F shares
- 3,762,040
- Total 13F value
- $37,749,721
- Share change
- +434,836
- SEC-reported price per share
- $10.04
- Number of holders
- 36
- Value change
- +$4,628,825
- Number of buys
- 19
- Number of sells
- 9
- Shares outstanding
- 22,431,553
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2023
Institutions
36
Top holders
10
SEVN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
Seven Hills Realty Trust SEC filings
Seven Hills Realty Trust company facts
Broader feeds
Reporting periods
Holder history for CUSIP 81784E101
Recent filing periods:
Ownership snapshot
Top reported holders of SEVN - Seven Hills Realty Trust - Common Shares of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F
Lead comparable stake: 3.3%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 3.3%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
MORGAN STANLEY
3.3%
Independent Advisor Alliance
3%
VANGUARD GROUP INC
3%
Bulldog Investors, LLP
1.2%
MARINER INVESTMENT GROUP LLC
0.95%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
3.3%
|
$6,684,831
735,405 shares
|
— | 31 Dec 2022 |
| Independent Advisor Alliance |
13F
Company
|
3%
|
$6,162,000
677,852 shares
|
— | 31 Dec 2022 |
| VANGUARD GROUP INC |
13F
Company
|
3%
|
$6,042,605
664,753 shares
|
— | 31 Dec 2022 |
| Bulldog Investors, LLP |
13F
Company
|
1.2%
|
$2,498,768
274,892 shares
|
— | 31 Dec 2022 |
| MARINER INVESTMENT GROUP LLC |
13F
Company
|
0.95%
|
$1,935,000
212,846 shares
|
— | 31 Dec 2022 |
| Matisse Capital |
13F
Company
|
0.89%
|
$1,818,000
200,000 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
36
Shares
3,762,040
Rows available
36
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
34
Q1 2023 holders
36
Holder diff
2
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend