Seven Hills Realty Trust (SEVN) Ownership

11.88 ↑0.31 (2.68%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Seven Hills Realty Trust (SEVN), owning a total of 1 million shares. Combined, the top 52 institutional holders of SEVN own 49.15% of the company with a total of 6.8 million shares.

In the latest ownership report on March 31st 2025, the top 52 institutional holders decreased their combined ownership of SEVN by 47 thousand shares. 5 institutions bought 45,855 total additional shares and increased their ownership by an average of 7.18%. However 6 institutions sold 93,304 total shares and decreased their ownership by an average of 16.4%.

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 -47,449 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.035%-2.294%1,048,424-24,6202025-03-31
Vanguard Group Inc5.089%-0.182%758,402-1,3802025-03-31
State Street Corp1.175%-5.068%175,064-9,3452025-03-31
Renaissance Technologies Corp0.761%0.532%113,4346002025-03-31
Penserra Capital Management, LLC0.578%21.029%86,06414,9542025-03-31
Goldman Sachs Group Inc0.524%-23.928%78,068-24,5562025-03-31
Riverbridge Partners LLC0.390%10.119%58,1455,3432025-03-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.369%0.000%55,03902025-03-31
Bailard Inc0.307%-21.691%45,811-12,6892025-03-31
Charles Schwab Investment Management Inc0.246%0.000%36,64002025-03-31
Bank of New York Mellon Corp0.181%4.201%26,9621,0872025-03-31
JPMorgan Chase & Co0.168%-45.234%25,079-20,7142025-03-31
Crescent Grove Advisors, LLC0.160%0.000%23,87123,8712025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.035%-2.294%1,048,424-24,6202025-03-31
Morgan Stanley - Brokerage Accounts5.178%2.188%771,58916,5232024-12-31
Vanguard Group Inc5.089%-0.182%758,402-1,3802025-03-31
Atlas Wealth LLC4.423%-0.003%451,237-132023-09-30
Geode Capital Management, LLC2.203%0.641%328,3472,0912024-12-31
Independent Advisor Alliance1.962%-5.685%292,336-17,6212024-12-31
Bulldog Investors, LLC2.695%0.000%274,89202023-03-31
Mariner Investment Group, LLC2.086%4.040%212,8468,2642022-12-31
State Street Corp1.175%-5.068%175,064-9,3452025-03-31
Millennium Management LLC1.179%120.737%174,83595,6302024-03-31
Susquehanna International Group, LLP1.110%88.780%164,63977,4272024-03-31
Acadian Asset Management LLC1.014%-28.133%150,312-58,8402024-03-31
Deschutes Portfolio Strategies, LLC0.958%0.000%142,00002024-06-30
Kore Advisors LP0.831%0.000%123,076123,0762023-12-31
Renaissance Technologies Corp0.761%0.532%113,4346002025-03-31
Lido Advisors, LLC0.744%26.159%110,88722,9922024-12-31
Northern Trust Corp0.660%-2.386%98,372-2,4042024-12-31
Almitas Capital LLC0.849%-32.089%86,621-40,9292022-09-30
Penserra Capital Management, LLC0.578%21.029%86,06414,9542025-03-31
Raymond James Finl Svs Advisors, Inc.0.536%0.000%79,48379,4832024-06-30
Goldman Sachs Group Inc0.524%-23.928%78,068-24,5562025-03-31
Claybrook Capital, LLC0.477%0.000%70,58802023-09-30
Arrowstreet Capital Limited Partnership0.451%-62.605%66,840-111,8982024-06-30
Scotia Capital Inc0.407%0.000%60,69760,6972024-12-31
Riverbridge Partners LLC0.390%10.119%58,1455,3432025-03-31
State Street Corporation0.379%7.046%56,2093,7002024-03-31
JANE STREET GROUP, LLC0.379%0.000%56,08556,0852023-12-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.369%0.000%55,03902025-03-31
LAURION CAPITAL MANAGEMENT LP0.313%0.000%46,48046,4802024-03-31
Bailard Inc0.307%-21.691%45,811-12,6892025-03-31
UBS Group AG0.292%287.550%43,58032,3352024-12-31
EP Wealth Advisors, Inc.0.254%0.000%37,85602024-12-31
Qube Research & Technologies0.250%18.131%37,1325,6992024-03-31
Charles Schwab Investment Management Inc0.246%0.000%36,64002025-03-31
Kingsview Wealth Management, LLC0.226%0.000%33,50533,5052023-12-31
Golden Green, Inc.0.301%7.526%30,7032,1492023-09-30
Robotti Robert0.299%-73.734%30,482-85,5712022-09-30
Virtu Financial LLC0.274%0.000%27,91527,9152023-09-30
Two Sigma Investments LLC0.185%0.000%27,41927,4192024-09-30
Bank of New York Mellon Corp0.181%4.201%26,9621,0872025-03-31
Amvescap Plc.0.171%0.000%25,37425,3742024-06-30
Citigroup Inc0.170%-49.156%25,170-24,3342024-06-30
JPMorgan Chase & Co0.168%-45.234%25,079-20,7142025-03-31
Crescent Grove Advisors, LLC0.160%0.000%23,87123,8712025-03-31
Barclays PLC0.130%12.829%19,2342,1872024-12-31
Royal Bank of Canada0.125%-6.882%18,497-1,3672024-12-31
Raymond James & Associates0.143%-12.408%14,570-2,0642023-06-30
Eudaimonia Partners, LLC0.128%-7.931%13,013-1,1212023-09-30
Citadel Advisors Llc0.108%0.000%10,99610,9962022-12-31
Private Advisor Group, LLC0.103%-10.992%10,527-1,3002022-12-31
Advisor Group Holdings, Inc.0.100%924.700%10,2479,2472022-06-30
Global Retirement Partners, LLC.0.078%0.000%7,90502022-09-30

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 59 mutual fund holders of SEVN own 29.59% of the company with a total of 4.1 million shares.

In the latest ownership report on April 30th 2025, the top 59 fund holders increased their combined ownership of SEVN by 3 thousand shares. 2 funds bought 3,679 total additional shares and increased their ownership by an average of 3.02%. However 1 funds sold 405 total shares and decreased their ownership by an average of 0.34%.

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 3,274 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.400%0.017%357,657602025-04-30
iShares Mortgage Real Estate Capped ETF1.158%0.000%172,50602025-04-30
iShares Russell 2000 Value ETF0.799%-0.339%119,086-4052025-04-30
Hoya Capital High Dividend Yield ETF0.590%0.000%87,98402025-04-30
Vanguard Russell 2000 ETF0.428%6.019%63,7483,6192025-04-30
State St Russell Sm Cap® Indx SL Cl I0.350%0.000%52,15502025-04-30
Schwab Small Cap Index0.208%0.000%30,97402025-04-30
iShares Micro-Cap ETF0.189%0.000%28,11502025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.247%0.000%483,91302025-03-31
Vanguard US Total Market Shares ETF3.244%0.000%483,50902024-09-30
iShares Russell 2000 ETF2.400%0.017%357,657602025-04-30
Special Opportunities Fund2.687%0.000%274,09302022-12-31
Fuh Hwa FTSE Mortgage REITs ETF1.717%11.395%255,87026,1742024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.214%0.000%180,97302025-03-31
Vanguard Extended Market Index Investor1.739%0.000%177,37302023-07-31
iShares Mortgage Real Estate Capped ETF1.158%0.000%172,50602025-04-30
Fidelity Small Cap Index0.966%0.000%143,98502025-02-28
iShares Russell 2000 Value ETF0.799%-0.339%119,086-4052025-04-30
Modern Capital Tactical Opports A1.154%-0.591%117,726-7002023-06-30
Hoya Capital High Dividend Yield ETF0.590%0.000%87,98402025-04-30
Fidelity Extended Market Index0.515%1.071%76,7358132025-03-31
Fidelity® Extended Market Index0.682%0.000%69,61702023-09-30
Vanguard Russell 2000 ETF0.428%6.019%63,7483,6192025-04-30
Matisse Discounted Cl-End Fd Strat Instl0.405%-32.453%60,032-28,8432024-08-30
EAM Ultra Micro Cap0.379%0.000%56,10156,1012024-01-31
State St Russell Sm Cap® Indx SL Cl I0.350%0.000%52,15502025-04-30
Bailard Micrcap Value0.307%-21.691%45,811-12,6892025-03-31
Bailard Small Cap Value0.307%-21.691%45,811-12,6892025-03-31
Nationwide Bailard Cogntv Val M0.307%14.783%45,8115,9002025-03-31
Modern Capital Tactical Income A0.248%-42.577%36,939-27,3892024-09-30
BlackRock Extended Equity Market K0.224%-0.042%33,170-142024-09-30
Extended Equity Market Fund K0.220%0.309%32,8201012025-03-31
Schwab Small Cap Index0.208%0.000%30,97402025-04-30
NT R2000 Index Fund - NL0.199%2.762%29,6497972025-03-31
NT R2000 Value Index Fund - NL0.196%-4.870%29,166-1,4932024-12-31
US SMID CAP EQ INDEX0.192%38.109%28,4167,8412024-09-30
Russell 2500™ Index Fund F0.191%-0.021%28,409-62025-03-31
iShares Micro-Cap ETF0.189%0.000%28,11502025-04-30
Northern Trust Russell 2000 Value Index0.179%0.000%26,58726,5872024-09-30
NT R2000 Value Index Fund - L0.179%0.000%26,58726,5872024-09-30
BlackRock Extended Mkt Composite0.174%0.000%25,70402023-09-30
Russell 2000 Index Non-Lendable Fund E0.169%-13.391%25,037-3,8712024-09-30
Fidelity Total Market Index0.167%-3.252%24,873-8362025-03-31
NT R2000 Index Fund - DC - NL - 20.159%0.625%23,6861472025-03-31
NT R2000 Index Fund - DC - NL - 30.159%0.625%23,6861472025-03-31
Fidelity® Total Market Index0.223%0.000%22,75702023-09-30
iShares Russell 2000 Small-Cap Idx Instl0.145%0.000%21,56402025-03-31
BlackRock Russell 2500™ Index F0.139%0.000%20,57520,5752024-06-30
Fidelity Series Total Market Index0.129%0.000%19,13302024-08-31
RBC Microcap Value I0.119%25.532%17,7003,6002024-06-30
BlackRock Russell 2000® Index NL F0.108%0.000%15,93015,9302024-06-30
Fidelity® Series Total Market Index0.149%0.000%15,17202023-09-30
NT Ext Equity Mkt Idx Fd - NL0.090%26.223%13,3912,7822024-03-31
Vanguard Balanced Index Inv0.087%0.000%12,90002024-05-31
Northern Trust Extended Eq Market Idx0.076%0.000%11,27802024-03-31
NT Ext Equity Mkt Idx Fd - L0.076%0.000%11,27802024-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.073%26.288%10,7612,2402024-03-31
Fidelity Nasdaq Composite Index0.064%0.000%9,46702024-04-30
Spartan Total Market Index Pool E0.060%0.000%8,87402024-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.057%-98.317%8,503-496,8292023-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.057%0.000%8,50302024-02-29
SSgA U.S. Extended Market Index Class I0.055%0.000%8,18802023-12-31
State St US Extended Mkt Indx NL Cl C0.080%0.000%8,18802023-05-31
Schwab Total Stock Market Index0.056%0.000%5,66602023-05-31
Vanguard U.S. Eq Idx £ Acc0.047%0.000%4,75302023-02-28
SSgA U.S. Total Market Index Strategy0.025%0.317%2,53582022-09-30
The Vanguard Total Stock Market Index0.023%0.000%2,39202022-02-28

Discussions

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AppleBigTech9/17/24 05:12am

$SEVN id rather have a dip then rip than a gap and crap

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kairaae5/15/24 10:53am

$SEVN Was last two days consolidation??

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