Seven Hills Realty Trust - SEVN
Detailed investor-level table based on 13F positions.
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 | 2,050,312 | 17,284 | 0.0% | 0.0% | 1 | +434,823 | 26.92% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 889,511 | 7,498 | 0.0% | 0.0% | 2 | -4,030 | -0.45% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 875,101 | 7,377 | 0.0% | — | 3 | +875,101 | New | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 600,686 | 5,065 | 0.0% | 0.0% | 4 | -26,406 | -4.21% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 366,873 | 3,092 | 0.0% | 0.0% | 5 | +11,126 | 3.13% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | Reduced | 336,118 | 2,833 | 0.07% | 0.03% | 6 | -40,716 | -10.8% | Q2 2026 | Aug 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 243,649 | 2,053 | 0.06% | 0.05% | 7 | +2,068 | 0.86% | Q2 2026 | Jul 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 189,205 | 1,594 | 0.0% | 0.0% | 8 | +10,728 | 6.01% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 180,657 | 1,522 | 0.0% | 0.0% | 9 | +8,733 | 5.08% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 163,500 | 1,378 | 0.0% | 0.0% | 10 | +1,300 | 0.8% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 150,236 | 1,266 | 0.0% | — | 11 | +150,236 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 149,032 | 1,256 | 0.0% | — | 12 | +149,032 | New | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 146,633 | 1,236 | 0.01% | 0.01% | 13 | +12,671 | 9.46% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 90,982 | 766 | 0.0% | 0.0% | 14 | +34,626 | 61.44% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 87,034 | 733 | 0.0% | 0.0% | 15 | -10,200 | -10.49% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 86,106 | 725 | 0.0% | 0.0% | 16 | -36,932 | -30.02% | Q2 2026 | Aug 07, 2026 |
| Flat Footed LLC | History | Reduced | 83,043 | 700 | 0.05% | 0.39% | 17 | -350,149 | -80.83% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 77,199 | 650 | 0.0% | 0.0% | 18 | +61,218 | 383.07% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 70,028 | 590 | 0.0% | 0.0% | 19 | +46,309 | 195.24% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 69,920 | 589 | 0.0% | 0.0% | 20 | +4,783 | 7.34% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 60,139 | 506 | 0.0% | 0.0% | 21 | +2,878 | 5.03% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 55,681 | 469 | 0.0% | 0.0% | 22 | +5,298 | 10.52% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,812 | 462 | 0.0% | 0.0% | 23 | +961 | 1.78% | Q2 2026 | Jul 27, 2026 |
| Nuveen, LLC | History | Added to | 44,026 | 371 | 0.0% | 0.0% | 24 | +7,746 | 21.35% | Q2 2026 | Aug 11, 2026 |
| Odyssean, LLC | History | Added to | 41,973 | 353 | 0.06% | 0.03% | 25 | +31,189 | 289.22% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 39,765 | 335 | 0.0% | 0.0% | 26 | +38,508 | 3063.48% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | New | 37,849 | 319 | 0.06% | — | 27 | +37,849 | New | Q2 2026 | Jul 24, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 35,000 | 295 | 0.02% | 0.02% | 28 | +5,000 | 16.67% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 31,012 | 261 | 0.0% | — | 29 | +31,012 | New | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 30,650 | 258 | 0.0% | — | 31 | +30,650 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,650 | 258 | 0.0% | 0.0% | 30 | +2,368 | 8.37% | Q2 2026 | Aug 13, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 29,326 | 247 | 0.19% | 0.23% | 32 | -2,727 | -8.51% | Q2 2026 | Jul 14, 2026 |
| Invesco Ltd. | History | Added to | 24,777 | 208 | 0.0% | 0.0% | 33 | +2,043 | 8.99% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,902 | 184 | 0.0% | 0.0% | 34 | -91,455 | -80.68% | Q2 2026 | Aug 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 20,510 | 172 | 0.06% | 0.07% | 35 | -4,775 | -18.88% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,093 | 169 | 0.0% | 0.0% | 36 | -5,685 | -22.05% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,285 | 162 | 0.0% | 0.0% | 37 | +10,580 | 121.54% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,601 | 156 | 0.0% | 0.0% | 38 | +14,937 | 407.67% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 18,578 | 156 | 0.0% | 0.0% | 39 | +1,146 | 6.57% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,344 | 155 | 0.0% | 0.0% | 40 | +4,572 | 33.2% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,500 | 155 | 0.0% | 0.0% | 41 | +609 | 3.4% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 17,365 | 146 | 0.0% | 0.0% | 42 | -7,806 | -31.01% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 17,300 | 145 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 17,044 | 143 | 0.0% | 0.0% | 44 | -5,700 | -25.06% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 15,199 | 128 | 0.0% | 0.0% | 45 | +1,258 | 9.02% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 14,811 | 124 | 0.0% | 0.0% | 46 | -3,762 | -20.26% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | Added to | 14,200 | 119 | 0.0% | 0.0% | 47 | +3,000 | 26.79% | Q2 2026 | Aug 13, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 14,000 | 118 | 0.07% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,190 | 111 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 11,664 | 98 | 0.0% | — | 50 | +11,664 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 10,846 | 91 | 0.0% | 0.0% | 51 | -355 | -3.17% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 10,241 | 86 | 0.0% | 0.0% | 52 | +6,962 | 212.32% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,296 | 86 | 0.0% | 0.0% | 53 | -382 | -3.58% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,596 | 81 | 0.0% | 0.0% | 54 | +623 | 6.94% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,573 | 80 | 0.0% | 0.0% | 55 | +8,928 | 1384.19% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,129 | 60 | 0.0% | — | 56 | +7,129 | New | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,971 | 58 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,802 | 48 | 0.0% | 0.0% | 58 | +2,122 | 57.66% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,407 | 37 | 0.0% | 0.0% | 59 | +2,774 | 169.87% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 3,900 | 32 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | New | 2,850 | 24 | 0.0% | — | 61 | +2,850 | New | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | Added to | 2,394 | 20 | 0.0% | 0.0% | 62 | +597 | 33.22% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,463 | 20 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,122 | 17 | 0.0% | 0.0% | 64 | -1,957 | -47.98% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,464 | 12 | 0.0% | — | 65 | +1,455 | 16166.67% | Q2 2026 | Aug 10, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,441 | 12 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,421 | 11 | 0.0% | 0.0% | 67 | -2,771 | -66.1% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,263 | 10 | 0.0% | 0.0% | 69 | +490 | 63.39% | Q2 2026 | Jul 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,253 | 10 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,000 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 1,069 | 8 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 751 | 6 | 0.0% | — | 72 | +749 | 37450.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 483 | 4 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 481 | 4 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 413 | 3 | 0.0% | 0.0% | 76 | -318 | -43.5% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 408 | 3 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 308 | 2 | 0.0% | 0.0% | 77 | -887 | -74.23% | Q2 2026 | Aug 24, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 252 | 2 | 0.0% | 0.0% | 78 | -416 | -62.28% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 206 | 1 | 0.0% | — | 82 | +143 | 226.98% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 119 | 1 | 0.0% | — | 80 | +93 | 357.69% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | Added to | 140 | 1 | 0.0% | 0.0% | 81 | +45 | 47.37% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 175 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,700 | -100.0% | Q2 2026 | Sep 02, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,511 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,896 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -982 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -114 | -100.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 116 | 0 | — | — | — | +106 | 1060.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46 | 0 | — | — | — | +42 | 1050.0% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | Added to | 49 | 0 | — | — | — | +38 | 345.45% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 14 | 0 | — | — | — | +13 | 1300.0% | Q2 2026 | Aug 04, 2026 |
| SJS Investment Consulting Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 52 | 0 | — | — | — | +2 | 4.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |