Seven Hills Realty Trust Ownership | Who Owns Seven Hills Realty Trust?
Seven Hills Realty Trust Ownership Summary
Seven Hills Realty Trust is owned by 29.80% institutional investors, 3.80% insiders, and 66.41% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.96% 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 | 29.80% | 3.80% | 66.41% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Mortgage REIT Stocks | 51.49% | 5.03% | 43.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.03M | 6.96% | $12.42M |
| Blackrock | 815.26K | 5.56% | $10.34M |
| Vanguard group | 759.78K | 5.16% | $9.94M |
| Morgan stanley | 737.72K | 5.03% | $9.35M |
| Geode capital management | 328.35K | 2.23% | $4.30M |
| Independent advisor alliance | 271.42K | 1.84% | $3.28M |
| State street | 184.41K | 1.25% | $2.41M |
| Lido advisors | 123.04K | 0.83% | $1.49M |
| Renaissance | 112.83K | 0.77% | $1.48M |
| Goldman sachs group | 102.62K | 0.70% | $1.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Independent advisor alliance | 271.42K | 0.09% | $3.28M |
| Sanders morris harris | 14.00K | 0.04% | $168.98K |
| Penserra capital management | 88.65K | 0.01% | $1.07M |
| Riverbridge partners | 60.40K | 0.01% | $729.00K |
| Lido advisors | 123.04K | 0.01% | $1.49M |
| Global retirement partners | 6.38K | 0.00% | $83.48K |
| Cambridge investment research advisors | 55.04K | 0.00% | $720.00K |
| Tfc financial management | 1.44K | 0.00% | $17.39K |
| Renaissance | 112.83K | 0.00% | $1.48M |
| Golden state wealth management | 982.00 | 0.00% | $12.85K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 815.26K | 0.00% | 560.29K |
| Jane street group | 48.70K | 0.00% | 48.70K |
| Ubs group | 43.58K | 0.00% | 32.34K |
| Invesco | 25.37K | 0.00% | 25.37K |
| Jpmorgan chase | 45.79K | - | 21.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 12.16K | 0.00% | -162.67K |
| Matisse capital | - | - | -142.00K |
| Acadian asset management | 3.52K | 0.00% | -106.66K |
| Raymond james financial services advisors | - | - | -79.48K |
| Arrowstreet capital, limited partnership | - | - | -66.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 25.37K | 0.00% | 25.37K | $321.74K |
| Susquehanna group, llp | 17.88K | - | 17.88K | $233.86K |
| Raymond james financial | 3.40K | - | 3.40K | $41.04K |
| Strs ohio | 2.40K | 0.00% | 2.40K | $30.43K |
| Bnp paribas arbitrage, snc | 1.85K | - | 1.85K | $24.25K |
Sold Out
| Holder | Change |
|---|---|
| Rothschild investment | -30.00 |
| Register financial advisors | -39.00 |
| Ancora advisors | -135.00 |
| Russell investments group | -226.00 |
| Westside investment management | -288.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 53 | 12.77% | 4,417,568 | 10.75% | 30 | 4.05% | 33 | 32.00% | 8 | -20.00% |
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 | 333.84K | 2.23% | -6.30K |
| Fuh Hwa FTSE Mortgage REITs ETF | 255.87K | 1.72% | 26.17K |
| iShares Mortgage Real Estate Capped ETF | 185.52K | 1.24% | 1.05K |
| 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 | 125.58K | 0.84% | 93.00 |
| Hoya Capital High Dividend Yield ETF | 87.72K | 0.59% | - |
| Fidelity Extended Market Index | 75.47K | 0.51% | -197.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 30, 2025 | Morea Joseph | - | Buy | $45.14K |
| Aug 25, 2023 | GILMORE BARBARA D. | - | Buy | $21.74K |
| Aug 25, 2023 | GILMORE BARBARA D. | - | Buy | $21.72K |
| Apr 27, 2023 | Sy Tiffany R | CFO and Treasurer | Buy | $9.86K |
| Nov 29, 2022 | Sy Tiffany R | CFO and Treasurer | Buy | $9.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
SEVN Ownership FAQ
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