Security key
81784E101
Seven Hills Realty Trust - Common Shares of Beneficial Interest (SEVN)
CUSIP: 81784E101
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / Common Shares of Beneficial Interest
- Total 13F shares
- 3,988,385
- Total 13F value
- $51,526,189
- Share change
- +162,005
- SEC-reported price per share
- $12.92
- Number of holders
- 46
- Value change
- +$2,088,076
- Number of buys
- 24
- Number of sells
- 19
- Shares outstanding
- 22,431,553
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2024
Institutions
46
Top holders
10
SEVN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 2023
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 2023
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%
VANGUARD GROUP INC
3.1%
Independent Advisor Alliance
1.4%
BlackRock Finance, Inc.
1.1%
ACADIAN ASSET MANAGEMENT LLC
0.93%
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%
|
$9,559,762
738,776 shares
|
— | 31 Dec 2023 |
| VANGUARD GROUP INC |
13F
Company
|
3.1%
|
$8,928,975
690,029 shares
|
— | 31 Dec 2023 |
| Independent Advisor Alliance |
13F
Company
|
1.4%
|
$4,048,694
312,882 shares
|
— | 31 Dec 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
1.1%
|
$3,133,951
242,191 shares
|
— | 31 Dec 2023 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
0.93%
|
$2,705,000
209,152 shares
|
— | 31 Dec 2023 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
0.76%
|
$2,205,000
170,417 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
46
Shares
3,988,385
Rows available
46
| 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 2024 vs Q4 2023 Across Filers
Q4 2023 holders
48
Q1 2024 holders
46
Holder diff
-2
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend