Seven Hills Realty Trust Ownership | Who Owns Seven Hills Realty Trust?
Seven Hills Realty Trust Ownership Summary
Seven Hills Realty Trust is owned by 13.28% institutional investors, 4.05% insiders, and 82.67% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.14% of SEVN shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.24% of its assets in Seven Hills Realty Trust shares.
SEVN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Seven Hills Realty Trust | 13.28% | 4.05% | 82.67% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Mortgage REIT Stocks | 26.66% | 5.00% | 68.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.65M | 11.14% | $14.70M |
| Vanguard group | 1.24M | 8.39% | $11.07M |
| Morgan stanley | 859.11K | 5.79% | $7.65M |
| Blackrock | 815.26K | 5.56% | $10.34M |
| Geode capital management | 557.60K | 3.76% | $4.96M |
| Independent advisor alliance | 390.39K | 2.63% | $3.47M |
| Riverbridge partners | 224.41K | 1.51% | $2.00M |
| State street | 179.05K | 1.21% | $1.85M |
| Penserra capital management | 130.20K | 0.88% | $1.16M |
| Northern trust | 128.32K | 0.87% | $1.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Smith asset management | 33.03K | 0.29% | $340.60K |
| Independent advisor alliance | 390.39K | 0.08% | $3.47M |
| Adapt wealth advisors | 25.29K | 0.08% | $225.04K |
| Riverbridge partners | 224.41K | 0.04% | $2.00M |
| Running point capital advisors | 11.70K | 0.03% | $120.63K |
| Penserra capital management | 130.20K | 0.01% | $1.16M |
| Lido advisors | 123.02K | 0.00% | $1.27M |
| Private wealth management group | 738.00 | 0.00% | $6.57K |
| Ep wealth advisors | 19.98K | 0.00% | $241.18K |
| Tfc financial management | 1.44K | 0.00% | $12.82K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.65M | 0.00% | 605.49K |
| Blackrock | 815.26K | 0.00% | 560.29K |
| Vanguard group | 1.24M | 0.00% | 454.75K |
| Geode capital management | 557.60K | 0.00% | 199.32K |
| Riverbridge partners | 224.41K | 0.04% | 138.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 12.16K | 0.00% | -162.67K |
| Matisse capital | - | - | -142.00K |
| Raymond james financial services advisors | - | - | -79.48K |
| Arrowstreet capital, limited partnership | - | - | -66.84K |
| Scotia capital | - | - | -60.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| O'shaughnessy asset management | 19.22K | 0.00% | 19.22K | $171.08K |
| Susquehanna group, llp | 17.88K | - | 17.88K | $233.86K |
| Running point capital advisors | 11.70K | 0.03% | 11.70K | $120.63K |
| Sei investments | 11.34K | 0.00% | 11.34K | $100.96K |
| Lpl financial | 10.15K | - | 10.15K | $90.36K |
Sold Out
| Holder | Change |
|---|---|
| Allworth financial lp | -1.00 |
| True wealth design | -4.00 |
| Eversource wealth advisors | -26.00 |
| Srs capital advisors | -36.00 |
| Massmutual trust co fsb/adv | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 17 | -76.71% | 1,969,544 | -57.50% | 13 | 1.35% | 11 | -71.79% | 3 | -76.92% |
| Sep 30, 2025 | 32 | -50.77% | 1,562,094 | -64.83% | 10 | 1.17% | 15 | -55.88% | 4 | -76.47% |
| Jun 30, 2025 | 64 | 3.23% | 4,405,340 | -0.90% | 29 | 3.28% | 32 | 45.45% | 18 | -25.00% |
| Mar 31, 2025 | 1 | -98.25% | 48,699 | -98.92% | - | 0.04% | 1 | -96.55% | - | -100.00% |
| Dec 31, 2024 | 57 | 3.64% | 4,491,984 | 3.31% | 30 | 3.50% | 29 | -14.71% | 13 | 18.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 483.51K | 3.24% | - |
| Vanguard Total Stock Mkt Idx Inv | 708.41K | 3.13% | - |
| iShares Russell 2000 ETF | 569.05K | 2.52% | 569.05K |
| Fuh Hwa FTSE Mortgage REITs ETF | 255.87K | 1.72% | 26.17K |
| iShares Mortgage Real Estate Capped ETF | 275.98K | 1.22% | 91.39K |
| Vanguard Institutional Extnd Mkt Idx Tr | 237.81K | 1.05% | - |
| iShares Russell 2000 Value ETF | 196.05K | 0.87% | 196.05K |
| Fidelity Small Cap Index | 169.66K | 0.75% | 14.57K |
| Modern Capital Tactical Income A | 162.62K | 0.72% | 162.62K |
| Hoya Capital High Dividend Yield ETF | 128.59K | 0.57% | 128.59K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2025 | Tremont Realty Capital LLC | - | Buy | $17.44M |
| Dec 11, 2025 | PORTNOY ADAM D. | Buy | $17.44M | |
| Dec 01, 2025 | SOMERS JEFFREY P. | - | Sell | $12.46K |
| May 30, 2025 | Morea Joseph | - | Buy | $45.14K |
| Aug 25, 2023 | GILMORE BARBARA D. | - | Buy | $21.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
SEVN Ownership FAQ
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