Security key
81784E101
Seven Hills Realty Trust - Common Stock (SEVN)
CUSIP: 81784E101
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 3,035,007
- Total 13F value
- $31,136,476
- Share change
- -727,033
- SEC-reported price per share
- $10.26
- Number of holders
- 34
- Value change
- -$7,287,167
- Number of buys
- 12
- Number of sells
- 12
- Shares outstanding
- 22,637,257
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
34
Top holders
10
SEVN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
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 Stock (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
0/15
Latest evidence
31 Mar 2023
13F
Highest disclosed value: $7,445,714
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $7.45M.
0 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.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$7.45M
VANGUARD GROUP INC
$7.14M
Independent Advisor Alliance
$6.54M
Atlas Wealth LLC
$4.76M
Bulldog Investors, LLP
$2.76M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$7,445,714
741,605 shares
|
— | 31 Mar 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$7,140,237
711,179 shares
|
— | 31 Mar 2023 |
| Independent Advisor Alliance |
13F
Company
|
—
denominator unverified
|
$6,537,999
651,195 shares
|
— | 31 Mar 2023 |
| Atlas Wealth LLC |
13F
Company
|
—
denominator unverified
|
$4,760,406
474,144 shares
|
— | 31 Mar 2023 |
| Bulldog Investors, LLP |
13F
Company
|
—
denominator unverified
|
$2,759,916
274,892 shares
|
— | 31 Mar 2023 |
| Matisse Capital |
13F
Company
|
—
denominator unverified
|
$2,008,000
200,000 shares
|
— | 31 Mar 2023 |
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 Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
34
Shares
3,035,007
Rows available
34
| 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 Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
36
Q2 2023 holders
34
Holder diff
-2
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend