SEVN · Seven Hills Realty Trust

$7.54 +0.03 (+0.40%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$170.37M

22.60M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 93

Total Value: $65,863,183

Total Shares: 7,813,101

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 93 13F filers · Δ vs Mar 31, 2026

Top Holder

26.2%

+5.2 pts

Top 5

61.2%

+1.7 pts

Top 10

75.5%

−1.3 pts

HHI

1,092

Broadly held+155

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +4.3%

Shares held: +1.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+434,823	2,050,312
Mega AQR CAPITAL MANAGEMENT LLC	+61,218	77,199
Mega Qube Research & Technologies Ltd	+46,309	70,028
Mega FMR LLC	+38,508	39,765
Mega UBS Group AG	+34,626	90,982

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Flat Footed LLC	−350,149	83,043
Mega VANGUARD CAPITAL MANAGEMENT LLC	−128,240	875,101
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−91,455	21,902
Mid Independent Advisor Alliance	−40,716	336,118
Large Lido Advisors, LLC	−36,932	86,106

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Abel Hall, LLC	37,849	$319,067
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31,012	$261,431
Large ACADIAN ASSET MANAGEMENT LLC	30,650	$258,379
Large MARSHALL WACE, LLP	11,664	$98,327
Mid Global Retirement Partners, LLC	2,850	$24,025

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega CITADEL ADVISORS LLC	30,700	$252,354
Mega HSBC HOLDINGS PLC	28,511	$234,360
Mega JANE STREET GROUP, LLC	10,400	$85,488
Large NISA INVESTMENT ADVISORS, LLC	1,896	$15,585
Large CWM, LLC	1,069	$8,787

Filter: New 12 Increased 45 Reduced 21 Sold out 11 Unchanged 15

Showing 94 of 94

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$17,284,128

26.24%

2,050,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	28,208	$237,793	1.4%	Sole
BlackRock Investment Management, LLC	86,632	$730,307	4.2%	Sole
BLACKROCK ADVISORS LLC	55,607	$468,767	2.7%	Sole
BlackRock Fund Advisors	1,410,514	$11,890,633	68.8%	Sole
BlackRock Institutional Trust Company, N.A.	469,349	$3,956,612	22.9%	Sole
Aperio Group, LLC	2	$16	0.0%	Sole

MORGAN STANLEY

$7,498,574

11.39%

889,511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	38	$320	0.0%	Defined
MORGAN STANLEY & CO. LLC	7,830	$66,006	0.9%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	28,064	$236,579	3.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	803,044	$6,769,660	90.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	50,535	$426,009	5.7%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$7,377,101

11.20%

875,101

GEODE CAPITAL MANAGEMENT, LLC

$5,063,782

7.69%

600,686

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	85,165	$717,940	14.2%	Defined
Held directly	515,521	$4,345,842	85.8%	Defined

STATE STREET CORP

$3,092,739

4.70%

366,873

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	366,873	$3,092,739	100.0%	Defined

Independent Advisor Alliance

$2,833,474

4.30%

336,118

RIVERBRIDGE PARTNERS LLC

$2,053,961

3.12%

243,649

NORTHERN TRUST CORP

$1,594,997

2.42%

189,205

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	185,587	$1,564,498	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,618	$30,499	1.9%	Other

GOLDMAN SACHS GROUP INC

$1,522,936

2.31%

180,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	79,662	$671,550	44.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	90,065	$759,247	49.9%	Defined
Goldman Sachs Trust Company, N.A. joint	10,930	$92,139	6.1%	Other

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$1,378,305

2.09%

163,500

VANGUARD FIDUCIARY TRUST CO

$1,266,489

1.92%

150,236

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,256,339

1.91%

149,032

Penserra Capital Management LLC

$1,236,116

1.88%

146,633

UBS Group AG

$766,977

1.16%

90,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,774	$14,954	1.9%	Defined
UBS AG	89,208	$752,023	98.1%	Defined

RENAISSANCE TECHNOLOGIES LLC

$733,696

1.11%

87,034

Lido Advisors, LLC

$725,873

1.10%

86,106

Flat Footed LLC

$700,052

1.06%

83,043

AQR CAPITAL MANAGEMENT LLC

$650,784

0.99%

77,199

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	2	$16	0.0%	Other
Prism Planning Partners LLC	68	$573	0.1%	Other
Compound Planning, Inc.	2	$16	0.0%	Other
Arax Advisory Partners	1,424	$12,004	1.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	392	$3,304	0.5%	Other
Stokes Family Office, LLC	43	$362	0.1%	Other
Held directly	75,268	$634,509	97.5%	Defined

Qube Research & Technologies Ltd

$590,336

0.90%

70,028

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$589,425

0.89%

69,920

Cerity Partners LLC

$506,971

0.77%

60,139

Bank of New York Mellon Corp

$469,389

0.71%

55,681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	18,915	$159,453	34.0%	Defined
The Bank of New York Mellon	36,765	$309,928	66.0%	Defined
Held directly	1	$8	0.0%	Defined

Cambridge Investment Research Advisors, Inc.

$462,065

0.70%

54,812

Nuveen, LLC

$371,138

0.56%

44,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	11,344	$95,629	25.8%	Defined
TEACHERS ADVISORS, LLC joint	32,682	$275,509	74.2%	Defined

Odyssean, LLC

$353,832

0.54%

41,973

FMR LLC

$335,218

0.51%

39,765

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	39,581	$333,667	99.5%	Defined
STRATEGIC ADVISERS LLC	184	$1,551	0.5%	Defined

Abel Hall, LLC

$319,067

0.48%

37,849

PRELUDE CAPITAL MANAGEMENT, LLC

$295,050

0.45%

35,000

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$261,431

0.40%

31,012

ACADIAN ASSET MANAGEMENT LLC

$258,379

0.39%

30,650

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	30,650	$258,379	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$258,379

0.39%

30,650

Smith Asset Management Co., LLC

$247,218

0.38%

29,326

Invesco Ltd.

$208,869

0.32%

24,777

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,721	$22,938	11.0%	Defined
Invesco Trust Co joint	8,755	$73,804	35.3%	Defined
Invesco Capital Management LLC	13,301	$112,127	53.7%	Defined

ADAPT WEALTH ADVISORS, LLC

$172,899

0.26%

20,510

BANK OF AMERICA CORP /DE/

$169,383

0.26%

20,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	20,093	$169,383	100.0%	Defined

WELLS FARGO & COMPANY/MN

$162,572

0.25%

19,285

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	19,084	$160,878	99.0%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	200	$1,686	1.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$8	0.0%	Defined

Russell Investments Group, Ltd.

$156,806

0.24%

18,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	18,601	$156,806	100.0%	Defined

AE Wealth Management LLC

$156,596

0.24%

18,578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Advantage Wealth Partners	206	$1,736	1.1%	Other
Authentikos Wealth Advisory, LLC	35	$295	0.2%	Other
B.O.S.S. Retirement Advisors, LLC	199	$1,677	1.1%	Other
Beacon Capital Management, LLC	115	$969	0.6%	Other
Blackston Financial Advisory Group, LLC	102	$859	0.5%	Other
Capital A Wealth Management, LLC	121	$1,020	0.7%	Other
Decker Retirement Planning Inc.	41	$345	0.2%	Other
Elite Retirement Planning LLC	101	$851	0.5%	Other
Family Legacy Planning	5,623	$47,401	30.3%	Other
FSA Advisors, Inc.	611	$5,150	3.3%	Other
Harlow Wealth Managment, Inc.	440	$3,709	2.4%	Other
Integrated Wealth Management Inc	24	$202	0.1%	Other
Kingdom Financial Group LLC.	89	$750	0.5%	Other
Mach-1 Financial Group, LLC	53	$446	0.3%	Other
MADISON AVENUE SECURITIES, LLC	37	$311	0.2%	Other
Martinsen Wealth Management	30	$252	0.2%	Other
Mercurio Weath Advisors	187	$1,576	1.0%	Other
Nicholas Wealth, LLC.	154	$1,298	0.8%	Other
Price Financial	15	$126	0.1%	Other
Raleigh Capital Management Inc.	244	$2,056	1.3%	Other
SMART Wealth LLC	26	$219	0.1%	Other
Ross Wealth Management	31	$261	0.2%	Other
RSG Investments LLC	290	$2,444	1.6%	Other
Slagle Financial, LLC	47	$396	0.3%	Other
Stephen Smith Financial	348	$2,933	1.9%	Other
Strategy Financial Group	16	$134	0.1%	Other
The Holland Group	1,036	$8,733	5.6%	Other
Lloyd Advisory Services, LLC.	360	$3,034	1.9%	Other
Wellment Financial	28	$236	0.2%	Other
Held directly	7,969	$67,177	42.9%	Other

DEUTSCHE BANK AG\

$155,955

0.24%

18,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	18,500	$155,955	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$154,639

0.23%

18,344

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	18,344	$154,639	100.0%	Defined

BARCLAYS PLC

$146,386

0.22%

17,365

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	16,778	$141,438	96.6%	Defined
BARCLAYS CAPITAL INC.	587	$4,948	3.4%	Defined

AMERIPRISE FINANCIAL INC

$145,839

0.22%

17,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	17,300	$145,839	100.0%	Defined

SEI INVESTMENTS CO

$143,680

0.22%

17,044

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	17,044	$143,680	100.0%	Sole

RHUMBLINE ADVISERS

$128,127

0.19%

15,199

LPL Financial LLC

$124,856

0.19%

14,811

Jump Financial, LLC

$119,706

0.18%

14,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	14,200	$119,706	100.0%	Defined

SANDERS MORRIS HARRIS LLC

$118,020

0.18%

14,000

MetLife Investment Management, LLC

$111,191

0.17%

13,190

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	13,190	$111,191	100.0%	Defined

MARSHALL WACE, LLP

$98,327

0.15%

11,664

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	11,664	$98,327	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$96,102

0.15%

11,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	11,400	$96,102	100.0%	Other

Creative Planning

$91,431

0.14%

10,846

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$88,531

0.13%

10,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	10,502	$88,531	100.0%	Other

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$86,795

0.13%

10,296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	10,296	$86,795	100.0%	Defined

CITIGROUP INC

$86,330

0.13%

10,241

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	10,241	$86,330	100.0%	Defined

JPMORGAN CHASE & CO

$80,892

0.12%

9,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	9,501	$80,092	99.0%	Defined
J.P. Morgan Securities plc	95	$800	1.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$80,698

0.12%

9,573

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	9,573	$80,698	100.0%	Defined

Vanguard Global Advisers, LLC

$60,097

0.09%

7,129

Police & Firemen's Retirement System of New Jersey

$58,765

0.09%

6,971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	6,971	$58,765	100.0%	Defined

OSAIC HOLDINGS, INC.

$48,910

0.07%

5,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	5,802	$48,910	100.0%	Defined

ROYAL BANK OF CANADA

$37,150

0.06%

4,407

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	691	$5,825	15.7%	Defined
RBC Capital Markets, LLC	3,716	$31,325	84.3%	Defined

STRS OHIO

$32,877

0.05%

3,900

Global Retirement Partners, LLC

$24,025

0.04%

2,850

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$20,763

0.03%

2,463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	2,463	$20,763	100.0%	Defined

Legal & General Group Plc

$20,181

0.03%

2,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,394	$20,181	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$17,888

0.03%

2,122

Arax Advisory Partners

$12,341

0.02%

1,464

TFC Financial Management, Inc.

$12,147

0.02%

1,441

Tower Research Capital LLC (TRC)

$11,979

0.02%

1,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,421	$11,979	100.0%	Defined

GAMMA Investing LLC

$10,647

0.02%

1,263

Ameritas Investment Partners, Inc.

$10,562

0.02%

1,253

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,253	$10,562	100.0%	Other

NEW YORK STATE COMMON RETIREMENT FUND

$8,430

0.01%

1,000

HUNTINGTON NATIONAL BANK

$6,330

0.01%

751

FIFTH THIRD BANCORP

$4,071

0.01%

483

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	483	$4,071	100.0%	Defined

Triumph Capital Management

$4,054

0.01%

481

Integrated Wealth Concepts LLC

$3,801

0.01%

451

Sterling Capital Management LLC

$3,481

0.01%

413

TRUST CO OF TOLEDO NA /OH/

$3,439

0.01%

408

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$2,596

0.00%

308

SIMPLEX TRADING, LLC

$2,124

0.00%

252

Essential Partners LLC

$1,736

0.00%

206

JONES FINANCIAL COMPANIES LLLP

$1,475

0.00%

175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	175	$1,475	100.0%	Sole

EverSource Wealth Advisors, LLC

$1,001

0.00%

119

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	7	$58	5.8%	Sole
Held directly	112	$943	94.2%	Sole

IFP Advisors, Inc

$977

0.00%

116

Ares Financial Consulting, LLC

$733

0.00%

ROTHSCHILD INVESTMENT LLC

$438

0.00%

True Wealth Design, LLC

$413

0.00%

Farther Finance Advisors, LLC

$387

0.00%

Fortitude Family Office, LLC

$177

0.00%

Parallel Advisors, LLC

$118

0.00%

Caitong International Asset Management Co., Ltd

$118

0.00%

SJS Investment Consulting Inc.

$84

0.00%

Clearstead Advisors, LLC

0.00%

JPL Wealth Management, LLC

0.00%

Covestor Ltd

0.00%

140

Key facts CIK 1452477 CUSIP 81784E101 13F (30d) 56 filings 56 filers Visit website Investor relations