Seven Hills Realty Trust (SEVN) Ownership

12.99 ↓0.01 (-0.08%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Morgan Stanley - Brokerage Accounts is the biggest individual institutional holder of Seven Hills Realty Trust (SEVN), owning a total of 1.5 million shares. Combined, the top 47 institutional holders of SEVN own 50.27% of the company with a total of 6.9 million shares.

In the latest ownership report on September 30th 2024, the top 47 institutional holders decreased their combined ownership of SEVN by 46 thousand shares. 1 institutions bought 18,900 total additional shares and increased their ownership by an average of 114.55%. However 1 institutions sold 64,770 total shares and decreased their ownership by an average of 63.58%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Seven Hills Realty Trust decreased by a net total of -45,870 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Crescent Grove Advisors, LLC	0.250%	-63.581%	37,100	-64,770	2024-09-30
Bailard Inc	0.239%	114.546%	35,400	18,900	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	9.949%	0.143%	1,475,442	2,110	2024-06-30
BlackRock Inc	5.498%	219.739%	815,264	560,286	2024-06-30
Vanguard Group Inc	5.078%	9.133%	753,051	63,022	2024-06-30
Atlas Wealth LLC	4.423%	-0.003%	451,237	-13	2023-09-30
Geode Capital Management, LLC	2.120%	123.815%	314,366	173,908	2024-06-30
Independent Advisor Alliance	2.079%	0.326%	308,257	1,000	2024-06-30
Bulldog Investors, LLC	2.695%	0.000%	274,892	0	2023-03-31
Mariner Investment Group, LLC	2.086%	4.040%	212,846	8,264	2022-12-31
Millennium Management LLC	1.179%	120.737%	174,835	95,630	2024-03-31
Susquehanna International Group, LLP	1.110%	88.780%	164,639	77,427	2024-03-31
Acadian Asset Management LLC	1.014%	-28.133%	150,312	-58,840	2024-03-31
State Street Corp	1.013%	167.162%	150,169	93,960	2024-06-30
Deschutes Portfolio Strategies, LLC	0.958%	0.000%	142,000	0	2024-06-30
Renaissance Technologies Corp	0.893%	-25.366%	132,400	-45,000	2024-06-30
Kore Advisors LP	0.831%	0.000%	123,076	123,076	2023-12-31
Almitas Capital LLC	0.849%	-32.089%	86,621	-40,929	2022-09-30
Goldman Sachs Group Inc	0.540%	-42.616%	80,083	-59,473	2024-06-30
Raymond James Finl Svs Advisors, Inc.	0.536%	0.000%	79,483	79,483	2024-06-30
Scotia Capital Inc	0.522%	0.000%	77,397	0	2024-06-30
Lido Advisors, LLC	0.476%	0.000%	70,588	0	2024-06-30
Claybrook Capital, LLC	0.477%	0.000%	70,588	0	2023-09-30
Arrowstreet Capital Limited Partnership	0.451%	-62.605%	66,840	-111,898	2024-06-30
State Street Corporation	0.379%	7.046%	56,209	3,700	2024-03-31
JANE STREET GROUP, LLC	0.379%	0.000%	56,085	56,085	2023-12-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.375%	0.000%	55,556	0	2024-06-30
LAURION CAPITAL MANAGEMENT LP	0.313%	0.000%	46,480	46,480	2024-03-31
EP Wealth Advisors, Inc.	0.255%	0.000%	37,856	0	2024-06-30
Qube Research & Technologies	0.250%	18.131%	37,132	5,699	2024-03-31
Crescent Grove Advisors, LLC	0.250%	-63.581%	37,100	-64,770	2024-09-30
Bank of New York Mellon Corp	0.242%	0.000%	35,814	35,814	2024-06-30
Bailard Inc	0.239%	114.546%	35,400	18,900	2024-09-30
Charles Schwab Investment Management Inc	0.237%	0.000%	35,112	35,112	2024-06-30
Kingsview Wealth Management, LLC	0.226%	0.000%	33,505	33,505	2023-12-31
Northern Trust Corp	0.214%	24.119%	31,680	6,156	2024-06-30
Golden Green, Inc.	0.301%	7.526%	30,703	2,149	2023-09-30
Robotti Robert	0.299%	-73.734%	30,482	-85,571	2022-09-30
Virtu Financial LLC	0.274%	0.000%	27,915	27,915	2023-09-30
Amvescap Plc.	0.171%	0.000%	25,374	25,374	2024-06-30
Citigroup Inc	0.170%	-49.156%	25,170	-24,334	2024-06-30
Royal Bank of Canada	0.171%	39.962%	17,477	4,990	2023-06-30
Raymond James & Associates	0.143%	-12.408%	14,570	-2,064	2023-06-30
Eudaimonia Partners, LLC	0.128%	-7.931%	13,013	-1,121	2023-09-30
Citadel Advisors Llc	0.108%	0.000%	10,996	10,996	2022-12-31
Private Advisor Group, LLC	0.103%	-10.992%	10,527	-1,300	2022-12-31
Advisor Group Holdings, Inc.	0.100%	924.700%	10,247	9,247	2022-06-30
UBS Group AG	0.093%	10.719%	9,493	919	2022-06-30
Global Retirement Partners, LLC.	0.078%	0.000%	7,905	0	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Seven Hills Realty Trust (SEVN), owning a total of 484 thousand shares. Combined, the top 51 mutual fund holders of SEVN own 23.37% of the company with a total of 3.1 million shares.

In the latest ownership report on October 31st 2024, the top 51 fund holders increased their combined ownership of SEVN by 1 thousand shares. 1 funds bought 1,661 total additional shares and increased their ownership by an average of 0.84%. However 1 funds sold 714 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Seven Hills Realty Trust increased by a net total of 947 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.154%	-0.223%	319,350	-714	2024-10-31
iShares Mortgage Real Estate Capped ETF	1.348%	0.838%	199,946	1,661	2024-10-31
iShares Russell 2000 Value ETF	0.927%	0.000%	137,510	0	2024-10-31
State St Russell Sm Cap® Indx SL Cl I	0.384%	0.000%	56,900	0	2024-10-31
iShares Micro-Cap ETF	0.199%	0.000%	29,568	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.261%	0.000%	483,509	0	2024-09-30
iShares Russell 2000 ETF	2.154%	-0.223%	319,350	-714	2024-10-31
Special Opportunities Fund	2.687%	0.000%	274,093	0	2022-12-31
iShares Mortgage Real Estate Capped ETF	1.348%	0.838%	199,946	1,661	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.220%	0.000%	180,973	0	2024-09-30
Vanguard Extended Market Index Investor	1.739%	0.000%	177,373	0	2023-07-31
Fidelity Small Cap Index	0.981%	-1.520%	145,499	-2,245	2024-08-31
iShares Russell 2000 Value ETF	0.927%	0.000%	137,510	0	2024-10-31
Modern Capital Tactical Opports A	1.154%	-0.591%	117,726	-700	2023-06-30
Fidelity Extended Market Index	0.547%	1.264%	81,091	1,012	2024-09-30
Modern Capital Tactical Income A	0.539%	3.068%	79,918	2,379	2024-03-31
Fidelity® Extended Market Index	0.682%	0.000%	69,617	0	2023-09-30
Matisse Discounted Cl-End Fd Strat Instl	0.405%	-32.453%	60,032	-28,843	2024-08-30
Vanguard Russell 2000 ETF	0.398%	14.163%	58,963	7,315	2024-09-30
State St Russell Sm Cap® Indx SL Cl I	0.384%	0.000%	56,900	0	2024-10-31
EAM Ultra Micro Cap	0.379%	0.000%	56,101	56,101	2024-01-31
Bailard Micrcap Value	0.239%	114.546%	35,400	18,900	2024-09-30
Nationwide Bailard Cogntv Val M	0.239%	50.638%	35,400	11,900	2024-09-30
Bailard Small Cap Value	0.239%	114.546%	35,400	18,900	2024-09-30
BlackRock Extended Equity Market K	0.224%	-0.042%	33,170	-14	2024-09-30
Schwab Small Cap Index	0.209%	0.091%	30,974	28	2024-09-30
NT R2000 Index Fund - NL	0.204%	0.000%	30,305	30,305	2024-09-30
iShares Micro-Cap ETF	0.199%	0.000%	29,568	0	2024-10-31
US SMID CAP EQ INDEX	0.192%	38.109%	28,416	7,841	2024-09-30
NT R2000 Value Index Fund - L	0.179%	0.000%	26,587	26,587	2024-09-30
Northern Trust Russell 2000 Value Index	0.179%	0.000%	26,587	26,587	2024-09-30
BlackRock Extended Mkt Composite	0.174%	0.000%	25,704	0	2023-09-30
iShares Russell 2000 Small-Cap Idx Instl	0.172%	0.000%	25,497	0	2024-08-31
Russell 2000 Index Non-Lendable Fund E	0.169%	-13.391%	25,037	-3,871	2024-09-30
Fidelity® Total Market Index	0.223%	0.000%	22,757	0	2023-09-30
Fidelity Total Market Index	0.152%	-0.151%	22,557	-34	2024-08-31
BlackRock Russell 2500™ Index F	0.139%	0.000%	20,575	20,575	2024-06-30
Fidelity Series Total Market Index	0.129%	0.000%	19,133	0	2024-08-31
RBC Microcap Value I	0.119%	25.532%	17,700	3,600	2024-06-30
BlackRock Russell 2000® Index NL F	0.108%	0.000%	15,930	15,930	2024-06-30
Fidelity® Series Total Market Index	0.149%	0.000%	15,172	0	2023-09-30
NT Ext Equity Mkt Idx Fd - NL	0.090%	26.223%	13,391	2,782	2024-03-31
Vanguard Balanced Index Inv	0.087%	0.000%	12,900	0	2024-05-31
Northern Trust Extended Eq Market Idx	0.076%	0.000%	11,278	0	2024-03-31
NT Ext Equity Mkt Idx Fd - L	0.076%	0.000%	11,278	0	2024-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.073%	26.288%	10,761	2,240	2024-03-31
Fidelity Nasdaq Composite Index	0.064%	0.000%	9,467	0	2024-04-30
Spartan Total Market Index Pool E	0.060%	0.000%	8,874	0	2024-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr	0.057%	-98.317%	8,503	-496,829	2023-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.057%	0.000%	8,503	0	2024-02-29
State St US Extended Mkt Indx NL Cl C	0.080%	0.000%	8,188	0	2023-05-31
SSgA U.S. Extended Market Index Class I	0.055%	0.000%	8,188	0	2023-12-31
Schwab Total Stock Market Index	0.056%	0.000%	5,666	0	2023-05-31
Vanguard U.S. Eq Idx £ Acc	0.047%	0.000%	4,753	0	2023-02-28
SSgA U.S. Total Market Index Strategy	0.025%	0.317%	2,535	8	2022-09-30
The Vanguard Total Stock Market Index	0.023%	0.000%	2,392	0	2022-02-28