Seven Hills Realty Trust - SEVN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,652,235 | 14,704 | 0.0% | 0.0% | 1 | +605,494 | 57.85% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,243,315 | 11,065 | 0.0% | 0.0% | 2 | +454,752 | 57.67% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 859,110 | 7,646 | 0.0% | 0.0% | 3 | +96,422 | 12.64% | Q4 2025 | Feb 13, 2026 |
| Flat Footed LLC | History | New | 664,432 | 5,913 | 0.65% | — | 4 | +664,432 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 557,604 | 4,963 | 0.0% | 0.0% | 5 | +199,318 | 55.63% | Q4 2025 | Feb 09, 2026 |
| Independent Advisor Alliance | History | Added to | 390,391 | 3,474 | 0.08% | 0.08% | 6 | +87,874 | 29.05% | Q4 2025 | Feb 04, 2026 |
| STATE STREET CORP | History | Added to | 313,699 | 2,791 | 0.0% | 0.0% | 7 | +134,649 | 75.2% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 224,411 | 1,997 | 0.04% | 0.01% | 8 | +138,756 | 161.99% | Q4 2025 | Jan 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 161,431 | 1,436 | 0.0% | 0.0% | 9 | +33,109 | 25.8% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 142,514 | 1,268 | 0.0% | 0.0% | 10 | +126,219 | 774.59% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 123,017 | 1,268 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Penserra Capital Management LLC | History | Added to | 130,202 | 1,158 | 0.01% | 0.01% | 12 | +38,446 | 41.9% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 123,685 | 1,100 | 0.0% | 0.0% | 13 | +64,267 | 108.16% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 120,745 | 1,074 | 0.0% | 0.0% | 14 | +52,469 | 76.85% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 112,802 | 1,003 | 0.0% | 0.0% | 15 | +69,861 | 162.69% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 109,724 | 976 | 0.0% | 0.0% | 16 | -4,910 | -4.28% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,905 | 498 | 0.0% | 0.0% | 17 | +2,574 | 4.83% | Q4 2025 | Feb 05, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 55,425 | 493 | 0.13% | 0.03% | 18 | +43,725 | 373.72% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 49,491 | 440 | 0.0% | 0.0% | 19 | +14,622 | 41.93% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 49,399 | 439 | 0.0% | 0.0% | 20 | +22,587 | 84.24% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 38,338 | 341 | 0.0% | — | 21 | +38,338 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 36,280 | 322 | 0.0% | 0.0% | 22 | +12,093 | 50.0% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 33,074 | 294 | 0.0% | — | 23 | +33,074 | New | Q4 2025 | Mar 20, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 32,593 | 290 | 0.24% | 0.29% | 24 | -442 | -1.34% | Q4 2025 | Feb 19, 2026 |
| Qube Research & Technologies Ltd | History | New | 29,881 | 265 | 0.0% | — | 25 | +29,881 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,419 | 226 | 0.0% | 0.0% | 26 | +13,951 | 121.65% | Q4 2025 | Feb 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 25,285 | 225 | 0.08% | 0.27% | 27 | -45,700 | -64.38% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,834 | 221 | 0.0% | 0.0% | 28 | +4,227 | 20.51% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,111 | 214 | 0.0% | 0.0% | 29 | +11,260 | 87.62% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 22,948 | 204 | 0.0% | 0.0% | 30 | +7,399 | 47.59% | Q4 2025 | Feb 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 19,222 | 171 | 0.0% | — | 31 | +19,222 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 15,779 | 140 | 0.0% | 0.0% | 32 | +1,664 | 11.79% | Q4 2025 | Jan 26, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 14,000 | 124 | 0.01% | — | 33 | +14,000 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 13,772 | 123 | 0.0% | — | 34 | +13,772 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 13,686 | 121 | 0.0% | 0.0% | 35 | +1,418 | 11.56% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 13,190 | 117 | 0.0% | 0.0% | 36 | +5,190 | 64.88% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | New | 11,344 | 100 | 0.0% | — | 37 | +11,344 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,954 | 97 | 0.0% | — | 38 | +10,954 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,440 | 92 | 0.0% | 0.0% | 39 | +3,609 | 52.83% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 10,153 | 90 | 0.0% | — | 40 | +10,153 | New | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 6,971 | 62 | 0.0% | 0.0% | 41 | +4,084 | 141.46% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,064 | 53 | 0.0% | 0.0% | 42 | +917 | 17.82% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,681 | 41 | 0.0% | 0.0% | 43 | +1,688 | 56.4% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 3,936 | 35 | 0.0% | 0.0% | 44 | -21,274 | -84.39% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Added to | 3,900 | 34 | 0.0% | 0.0% | 45 | +1,500 | 62.5% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 3,422 | 30 | 0.0% | 0.0% | 46 | +2,167 | 172.67% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,919 | 27 | 0.0% | — | 47 | +2,919 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,682 | 23 | 0.0% | 0.0% | 48 | +897 | 50.25% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,500 | 22 | 0.0% | — | 49 | +2,500 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,500 | 22 | 0.0% | 0.0% | 50 | +142 | 6.02% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Added to | 2,053 | 18 | 0.0% | 0.0% | 51 | +1,817 | 769.92% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 2,009 | 17 | 0.0% | 0.0% | 52 | +700 | 53.48% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,356 | 12 | 0.0% | 0.0% | 53 | +428 | 46.12% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,399 | 12 | 0.0% | 0.0% | 54 | +315 | 29.06% | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,441 | 12 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,241 | 11 | 0.0% | 0.0% | 58 | +354 | 39.91% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,273 | 11 | 0.0% | 0.0% | 57 | +268 | 26.67% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,253 | 11 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,000 | 8 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 982 | 8 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 819 | 7 | 0.0% | — | 61 | +819 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 738 | 6 | 0.0% | 0.0% | 63 | +433 | 141.97% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Added to | 694 | 6 | 0.0% | 0.0% | 62 | +252 | 57.01% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 481 | 4 | 0.0% | — | 65 | +481 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 483 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 408 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 383 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 248 | 2 | 0.0% | — | 68 | +248 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 254 | 2 | 0.0% | 0.0% | 69 | -124 | -32.8% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | No change | 242 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 85 | 1 | 0.0% | 0.0% | 72 | -3 | -3.41% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 175 | 1 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,538 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,500 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,307 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 93 | 0 | — | — | — | +93 | New | Q4 2025 | Feb 10, 2026 |
| Ares Financial Consulting, LLC | History | New | 87 | 0 | — | — | — | +87 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GAMMA Investing LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 4 | 0 | — | — | — | -7 | -63.64% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |