Security key
81784E101
Seven Hills Realty Trust - Common Shares of Beneficial Interest (SEVN)
CUSIP: 81784E101
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common Shares of Beneficial Interest
- Shares outstanding
- 22,431,553
- Total 13F shares
- 7,482,944
- Share change
- +2,827,533
- Total reported value
- $66,773,646
- Put/Call ratio
- 779%
- Price per share
- $8.90
- Number of holders
- 76
- Value change
- +$25,025,373
- Number of buys
- 54
- Number of sells
- 21
Report period
Q4 2025
Institutions
76
Top holders
10
SEVN full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Seven Hills Realty Trust SEC filings
Seven Hills Realty Trust company facts
Broader feeds
Reporting periods
Holder history for CUSIP 81784E101
Recent filing periods:
Top shareholders 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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Tremont Realty Capital LLC |
13D/G
3/4/5
|
Adam D. Portnoy · 10%+ Owner |
22%
|
5,085,332
|
$44,801,775 | +$26,794,752 | 04 Dec 2025 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
8%
|
1,650,376
|
$14,687,851 | -$3,961,808 | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.5%
|
788,563
|
$8,130,084 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.4%
|
762,688
|
$7,863,321 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
358,286
|
$3,694,299 | — | 30 Sep 2025 | |
| Independent Advisor Alliance |
13F
|
Company |
1.3%
|
302,517
|
$3,118,971 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.8%
|
179,050
|
$1,846,006 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.57%
|
128,322
|
$1,323,000 | — | 30 Sep 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.55%
|
123,017
|
$1,268,305 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.51%
|
114,634
|
$1,181,877 | — | 30 Sep 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.41%
|
91,756
|
$946,000 | — | 30 Sep 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
0.38%
|
85,655
|
$883,101 | — | 30 Sep 2025 | |
| ADAPT WEALTH ADVISORS, LLC |
13F
|
Company |
0.32%
|
70,985
|
$731,855 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.3%
|
68,276
|
$703,921 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.25%
|
55,420
|
$571,380 | — | 30 Sep 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.24%
|
53,331
|
$550,000 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.19%
|
42,941
|
$442,722 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.16%
|
34,869
|
$359,495 | — | 30 Sep 2025 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
0.15%
|
33,035
|
$340,597 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.12%
|
26,812
|
$276,432 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.11%
|
25,210
|
$259,915 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.11%
|
24,187
|
$249,368 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.09%
|
20,607
|
$212,459 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.07%
|
16,295
|
$168,001 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.07%
|
16,218
|
$167,211 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.07%
|
15,549
|
$160,311 | — | 30 Sep 2025 | |
| AE Wealth Management LLC |
13F
|
Company |
0.06%
|
14,115
|
$145,528 | — | 30 Sep 2025 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.06%
|
14,000
|
$144,340 | — | 30 Sep 2025 | |
| CALTON & ASSOCIATES, INC. |
13F
|
Company |
0.06%
|
13,538
|
$139,577 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
12,851
|
$132,494 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.05%
|
12,268
|
$126,479 | — | 30 Sep 2025 | |
| Running Point Capital Advisors, LLC |
13F
|
Company |
0.05%
|
11,700
|
$120,627 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.05%
|
11,468
|
$118,237 | — | 30 Sep 2025 | |
| BAILARD, INC. |
13F
|
Company |
0.05%
|
10,500
|
$108,255 | — | 30 Sep 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.03%
|
6,831
|
$70,428 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.02%
|
5,147
|
$53,540 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.02%
|
3,540
|
$36,000 | — | 30 Sep 2025 | |
| Global Retirement Partners, LLC |
13F
|
Company |
0.01%
|
3,307
|
$34,095 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.01%
|
2,993
|
$30,858 | — | 30 Sep 2025 | |
| Police & Firemen's Retirement System of New Jersey |
13F
|
Company |
0.01%
|
2,887
|
$29,765 | — | 30 Sep 2025 | |
| STRS OHIO |
13F
|
Company |
0.01%
|
2,400
|
$24,744 | — | 30 Sep 2025 | |
| NISA INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.01%
|
2,358
|
$24,311 | — | 30 Sep 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.01%
|
2,355
|
$24,000 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.01%
|
1,785
|
$18,402 | — | 30 Sep 2025 | |
| TFC Financial Management, Inc. |
13F
|
Company |
0.01%
|
1,441
|
$14,857 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.01%
|
1,309
|
$13,496 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0.01%
|
1,255
|
$12,936 | — | 30 Sep 2025 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0.01%
|
1,253
|
$12,918 | — | 30 Sep 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
1,084
|
$11,176 | — | 30 Sep 2025 | |
| Sterling Capital Management LLC |
13F
|
Company |
0%
|
1,005
|
$10,362 | — | 30 Sep 2025 |
Institutional Holders of Seven Hills Realty Trust - Common Shares of Beneficial Interest (SEVN) as of Q4 2025
As of 31 Dec 2025,
Seven Hills Realty Trust - Common Shares of Beneficial Interest (SEVN) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,482,944 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, MORGAN STANLEY, Flat Footed LLC, GEODE CAPITAL MANAGEMENT, LLC, Independent Advisor Alliance, STATE STREET CORP, RIVERBRIDGE PARTNERS LLC, NORTHERN TRUST CORP, and Penserra Capital Management LLC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
70
Q4 2025 holders
76
Holder diff
6
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.