Seven Hills Realty Trust Ownership | Who Owns Seven Hills Realty Trust?
Seven Hills Realty Trust Ownership Summary
Seven Hills Realty Trust is owned by 10.57% institutional investors, 4.04% insiders, and 85.39% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.08% 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 | 10.57% | 4.04% | 85.39% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Mortgage REIT Stocks | 32.29% | 4.95% | 62.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.05M | 7.08% | $10.79M |
| Blackrock | 815.26K | 5.56% | $10.34M |
| Vanguard group | 788.56K | 5.33% | $8.13M |
| Morgan stanley | 762.69K | 5.16% | $7.86M |
| Geode capital management | 358.29K | 2.42% | $3.69M |
| Independent advisor alliance | 302.52K | 2.05% | $3.12M |
| State street | 179.05K | 1.21% | $1.85M |
| Northern trust | 128.32K | 0.87% | $1.32M |
| Lido advisors | 123.02K | 0.83% | $1.27M |
| Renaissance | 114.63K | 0.78% | $1.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Smith asset management | 33.03K | 0.29% | $340.60K |
| Adapt wealth advisors | 70.98K | 0.27% | $731.86K |
| Independent advisor alliance | 302.52K | 0.08% | $3.12M |
| Running point capital advisors | 11.70K | 0.03% | $120.63K |
| Calton & associates | 13.54K | 0.02% | $139.58K |
| Sanders morris harris | 14.00K | 0.02% | $144.34K |
| Riverbridge partners | 85.66K | 0.01% | $883.10K |
| Penserra capital management | 91.76K | 0.01% | $946.00K |
| Lido advisors | 123.02K | 0.00% | $1.27M |
| Bailard | 10.50K | 0.00% | $108.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 815.26K | 0.00% | 560.29K |
| Adapt wealth advisors | 70.98K | 0.27% | 70.98K |
| Independent advisor alliance | 302.52K | 0.08% | 31.10K |
| Riverbridge partners | 85.66K | 0.01% | 25.26K |
| Susquehanna group, llp | 17.88K | - | 17.88K |
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 |
|---|---|---|---|---|
| Adapt wealth advisors | 70.98K | 0.27% | 70.98K | $731.86K |
| Susquehanna group, llp | 17.88K | - | 17.88K | $233.86K |
| Ae wealth management | 14.12K | 0.00% | 14.12K | $145.53M |
| Running point capital advisors | 11.70K | 0.03% | 11.70K | $120.63K |
| Acadian asset management | 2.35K | - | 2.35K | $24.00K |
Sold Out
| Holder | Change |
|---|---|
| Gamma investing | -26.00 |
| Rothschild investment | -30.00 |
| Massmutual trust co fsb/adv | -38.00 |
| Register financial advisors | -39.00 |
| Ancora advisors | -135.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 55 | 3.77% | 4,348,114 | -1.57% | 29 | 3.26% | 34 | 3.03% | 11 | 37.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 483.51K | 3.24% | - |
| Vanguard Total Stock Mkt Idx Inv | 473.49K | 3.17% | -10.43K |
| iShares Russell 2000 ETF | 341.10K | 2.28% | - |
| Fuh Hwa FTSE Mortgage REITs ETF | 255.87K | 1.72% | 26.17K |
| iShares Mortgage Real Estate Capped ETF | 183.76K | 1.23% | - |
| Fidelity Small Cap Index | 155.15K | 1.04% | 15.38K |
| Vanguard Institutional Extnd Mkt Idx Tr | 129.00K | 0.86% | -51.97K |
| iShares Russell 2000 Value ETF | 126.33K | 0.85% | - |
| Hoya Capital High Dividend Yield ETF | 89.26K | 0.60% | -465.00 |
| Fidelity Extended Market Index | 74.86K | 0.50% | -616.00 |
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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