SEVN · Seven Hills Realty Trust · Shareholders & Ownership

$6.20 +0.03 (+0.41%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$139.98M

22.60M

Volume · Oct 23 140.4K Avg daily vol (3M) 175.02K

Every disclosed holder of SEVN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SEVN

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	89	7,763,355	34.36%	Yes
Insiders (Forms 3, 4, 5)	10	5,554,257	24.58%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,278,465	41.06%	Rest
Registered funds (N-PORT, not summed)	79	3,660,382	16.20%	No

Shares outstanding: 22,596,077, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SEVN

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	PORTNOY ADAM D. Insider CIK 1273871 · Sep 17, 2026 Director, issuer-wide	5,117,589	22.65%	-4,966	Sep 17, 2026	Director, issuer-wide
2	Tremont Realty Capital LLC 13D CIK 1716421 · Registered investment adviser · Dec 4, 2025 not summed	4,577,835	20.26%	+2,869,777	Dec 4, 2025	not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,050,312	9.07%	+434,823	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,050,083	9.07%	+399,707	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	787,451	3.48%	+204,131	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	286,910	1.27%	+89,959	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Mortgage Real Estate ETF Fund S000015626 · Registered fund · Jun 30, 2026 iShares Trust, not summed	254,253	1.13%	-6,214	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	79,151	0.35%	+20,987	Jun 30, 2026	iShares Trust, not summed
4	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	889,511	3.94%	-4,030	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,101	3.87%	-128,240	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,023,204	4.53%	-121,372	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	600,686	2.66%	-26,406	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	593,503	2.63%	-114,908	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	366,873	1.62%	+11,126	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,050	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	539	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
9	Independent Advisor Alliance 13F CIK 1696899 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	336,118	1.49%	-40,716	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	265,153	1.17%	-6,912	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	RIVERBRIDGE PARTNERS LLC 13F CIK 1112325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,649	1.08%	+2,068	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	189,205	0.84%	+10,728	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	180,657	0.80%	+8,733	Jun 30, 2026	carried, not yet filed for the newest quarter
14	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,500	0.72%	+1,300	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	47,500	0.21%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
15	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	150,236	0.66%	+7,668	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,032	0.66%	+21,213	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,633	0.65%	+12,671	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Hoya Capital High Dividend Yield ETF Fund S000073033 · Registered fund · May 31, 2026 ETF Series Solutions, not summed	134,823	0.60%	+5,861	May 31, 2026	ETF Series Solutions, not summed
19	Jordan Matthew P. Insider CIK 1657779 · Sep 17, 2026 Director, issuer-wide	118,244	0.52%	-8,115	Sep 17, 2026	Director, issuer-wide
20	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	112,692	0.50%	+3,455	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	90,982	0.40%	+34,626	Jun 30, 2026	carried, not yet filed for the newest quarter
22	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,034	0.39%	-10,200	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Lido Advisors, LLC 13F CIK 1650150 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	86,106	0.38%	-36,932	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Flat Footed LLC 13F CIK 1799456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	83,043	0.37%	-350,149	Jun 30, 2026	carried, not yet filed for the newest quarter
25	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,199	0.34%	+61,218	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Morea Joseph Insider CIK 1554534 · Jun 9, 2026 Director, issuer-wide	73,562	0.33%	+9,976	Jun 9, 2026	Director, issuer-wide
27	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,028	0.31%	+46,309	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,920	0.31%	+4,783	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	53,229	0.24%	+4,783	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,691	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	Modern Capital Tactical Income Fund Fund S000069477 · Registered fund · Jun 30, 2026 Modern Capital Funds Trust, not summed	66,353	0.29%	-244,869	Jun 30, 2026	Modern Capital Funds Trust, not summed
30	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,139	0.27%	+2,878	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Lorenzini Thomas J. Insider CIK 1836710 · Sep 17, 2026 President and CIO, issuer-wide	57,022	0.25%	-2,732	Sep 17, 2026	President and CIO, issuer-wide
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	55,681	0.25%	+5,298	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Cambridge Investment Research Advisors, Inc. 13F CIK 1419186 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	54,812	0.24%	+961	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GILMORE BARBARA D. Insider CIK 1276316 · Jun 9, 2026 Director, issuer-wide	46,688	0.21%	+9,976	Jun 9, 2026	Director, issuer-wide
35	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	44,026	0.19%	+7,746	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	32,682	0.14%	+7,746	Jul 31, 2026	TIAA-CREF Funds, not summed
36	Odyssean, LLC 13F CIK 2092853 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,973	0.19%	+31,189	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	39,765	0.18%	+38,508	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	260,461	1.15%	+34,157	Jul 31, 2026	Fidelity Salem Street Trust, not summed
37.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	137,409	0.61%	+11,968	May 31, 2026	Fidelity Concord Street Trust, not summed
37.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	56,864	0.25%	+16,223	May 31, 2026	Fidelity Concord Street Trust, not summed
37.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	51,192	0.23%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
37.5	Fidelity Small Cap Value Index Fund Fund S000065751 · Registered fund · Jun 30, 2026 Fidelity Salem Street Trust, not summed	32,212	0.14%	+3,794	Jun 30, 2026	Fidelity Salem Street Trust, not summed
38	LAMKIN WILLIAM A. Insider CIK 1362950 · Jun 9, 2026 Director, issuer-wide	38,784	0.17%	+9,976	Jun 9, 2026	Director, issuer-wide
39	PRELUDE CAPITAL MANAGEMENT, LLC 13F CIK 1387508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,000	0.15%	+5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	SOMERS JEFFREY P. Insider CIK 1454728 · May 28, 2025 Director, issuer-wide	34,023	0.15%	+5,977	May 28, 2025	Director, issuer-wide
41	EQ/2000 Managed Volatility Portfolio Fund S000025800 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	32,459	0.14%	+11,453	Jun 30, 2026	EQ Advisors Trust, not summed
42	Brown Matthew C. Insider CIK 1777742 · Sep 17, 2026 CFO and Treasurer, issuer-wide	32,364	0.14%	-2,624	Sep 17, 2026	CFO and Treasurer, issuer-wide
43	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,012	0.14%	+31,012	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	30,650	0.14%	+30,650	Jun 30, 2026	carried, not yet filed for the newest quarter
45	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,650	0.14%	+2,368	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,632	0.14%	+1,014	Jul 31, 2026	Principal Funds, Inc, not summed
47	Smith Asset Management Co., LLC 13F CIK 2068217 · Registered investment adviser · Sep 30, 2026	27,688	0.12%	-1,638	Sep 30, 2026
48	Danner Ann Marie Insider CIK 2048002 · Jun 9, 2026 Director, issuer-wide	26,005	0.12%	+9,976	Jun 9, 2026	Director, issuer-wide
49	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,777	0.11%	+2,043	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	13,548	0.06%	+1,134	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.2	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	2,033	0.01%	-1,244	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
50	ADAPT WEALTH ADVISORS, LLC 13F CIK 2013937 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,510	0.09%	-4,775	Jun 30, 2026	carried, not yet filed for the newest quarter

4 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 155 holders

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Key facts CIK 1452477 CUSIP 81784E101 13F (30d) 10 filings 10 filers Visit website Investor relations