Seven Hills Realty Trust Ownership | Who Owns Seven Hills Realty Trust?


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Seven Hills Realty Trust Ownership Summary


Seven Hills Realty Trust is owned by 49.60% institutional investors, 3.74% insiders, and 46.67% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.60% 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


TypeName% Inst% Insiders% Retail
StockSeven Hills Realty Trust49.60%3.74%46.67%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryMortgage REIT Stocks43.45%5.01%51.54%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de1.62M10.60%$13.28M
Vanguard group1.24M8.39%$11.07M
Morgan stanley893.54K5.86%$7.34M
Blackrock815.26K5.56%$10.34M
Geode capital management627.09K4.11%$5.16M
Flat footed433.19K2.84%$3.56M
Independent advisor alliance376.83K2.47%$3.10M
State street355.75K2.33%$2.92M
Riverbridge partners241.58K1.59%$1.99M
Northern trust178.48K1.17%$1.47M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Flat footed433.19K0.39%$3.56M
Smith asset management32.05K0.23%$263.48K
Adapt wealth advisors25.29K0.08%$207.84K
Riverbridge partners241.58K0.05%$1.99M
Independent advisor alliance376.83K0.03%$3.10M
Running point capital advisors11.70K0.03%$120.63K
Prelude capital management30.00K0.02%$246.60K
Sanders morris harris14.00K0.02%$115.08K
Penserra capital management133.96K0.01%$1.10M
Hotchkis & wiley capital management162.20K0.00%$1.33M

Top Buyers

HolderShares% AssetsChange
Blackrock815.26K0.00%560.29K
Vanguard group1.24M0.00%454.75K
Hotchkis & wiley capital management162.20K0.00%162.20K
Vanguard fiduciary trust142.57K0.00%142.57K
Geode capital management627.09K0.00%69.49K

Top Sellers

HolderShares% AssetsChange
Flat footed433.19K0.39%-231.24K
Millennium management12.16K0.00%-162.67K
Matisse capital---142.00K
Raymond james financial services advisors---79.48K
Arrowstreet capital, limited partnership---66.84K

New Positions

HolderShares% AssetsChangeValue
Hotchkis & wiley capital management162.20K0.00%162.20K$1.33M
Vanguard fiduciary trust142.57K0.00%142.57K$1.17M
Cerity partners57.26K0.00%57.26K$470.69K
Deutsche bank ag\17.89K-17.89K$147.06K
Ameriprise financial17.30K-17.30K$142.21K

Sold Out

HolderChange
Massmutual trust co fsb/adv-38.00
Register financial advisors-39.00
Ancora advisors-135.00
Westside investment management-288.00
Federation des caisses desjardins du quebec-383.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20269012.50%7,558,3200.95%491.94%49-15.52%26225.00%
Dec 31, 202517-76.71%1,969,544-57.50%131.35%11-71.79%3-76.92%
Sep 30, 202532-50.77%1,562,094-64.83%101.17%15-55.88%4-76.47%
Jun 30, 2025643.23%4,405,340-0.90%293.28%3245.45%18-25.00%
Mar 31, 20251-98.25%48,699-98.92%-0.04%1-96.55%--100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF483.51K3.24%-
Vanguard Total Stock Mkt Idx Inv708.41K3.13%-
iShares Russell 2000 ETF560.39K2.48%4.75K
Fuh Hwa FTSE Mortgage REITs ETF255.87K1.72%26.17K
Vanguard Institutional Extnd Mkt Idx Tr272.06K1.20%34.25K
iShares Mortgage Real Estate Capped ETF260.10K1.15%-4.19K
Fidelity Small Cap Index226.83K1.00%-5.51K
iShares Russell 2000 Value ETF194.70K0.86%1.05K
Russell 2000 Equity Index Fund B164.62K0.73%54.84K
Modern Capital Tactical Income A162.62K0.72%162.62K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 11, 2025Tremont Realty Capital LLC-Buy$17.44M
Dec 11, 2025PORTNOY ADAM D. Buy$17.44M
Dec 01, 2025SOMERS JEFFREY P.-Sell$12.46K
May 30, 2025Morea Joseph-Buy$45.14K
Aug 25, 2023GILMORE BARBARA D.-Buy$21.74K

Insider Transactions Trends


DateBuySell
2026 Q2--
2025 Q421
2025 Q3--
2025 Q21-
2025 Q1--

SEVN Ownership FAQ


Who Owns Seven Hills Realty Trust?

Seven Hills Realty Trust shareholders are primarily institutional investors at 49.60%, followed by 3.74% insiders and 46.66% retail investors. The average institutional ownership in Seven Hills Realty Trust's industry, Mortgage REIT Stocks, is 43.45%, which Seven Hills Realty Trust exceeds.

Who owns the most shares of Seven Hills Realty Trust?

Seven Hills Realty Trust’s largest shareholders are Blackrock funding, inc. /de (1.62M shares, 10.60%), Vanguard group (1.24M shares, 8.39%), and Morgan stanley (893.54K shares, 5.86%). Together, they hold 24.85% of Seven Hills Realty Trust’s total shares outstanding.

Does Blackrock own Seven Hills Realty Trust?

Yes, BlackRock owns 5.56% of Seven Hills Realty Trust, totaling 815.26K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.34M$. In the last quarter, BlackRock increased its holdings by 560.29K shares, a 219.74% change.

Who is Seven Hills Realty Trust’s biggest shareholder by percentage of total assets invested?

Flat footed is Seven Hills Realty Trust’s biggest shareholder by percentage of total assets invested, with 0.39% of its assets in 433.19K Seven Hills Realty Trust shares, valued at 3.56M$.

Who is the top mutual fund holder of Seven Hills Realty Trust shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Seven Hills Realty Trust shares, with 3.24% of its total shares outstanding invested in 483.51K Seven Hills Realty Trust shares.

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