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 | Reduced | 1,615,489 | 13,279 | 0.0% | 0.0% | 1 | -36,746 | -2.22% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,243,315 | 11,065 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 893,541 | 7,344 | 0.0% | 0.0% | 3 | +34,431 | 4.01% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 627,092 | 5,155 | 0.0% | 0.0% | 4 | +69,488 | 12.46% | Q1 2026 | May 15, 2026 |
| Flat Footed LLC | History | Reduced | 433,192 | 3,560 | 0.39% | 0.65% | 5 | -231,240 | -34.8% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 376,834 | 3,097 | 0.03% | 0.08% | 6 | -13,557 | -3.47% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Added to | 355,747 | 2,924 | 0.0% | 0.0% | 7 | +42,048 | 13.4% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 241,581 | 1,985 | 0.05% | 0.04% | 8 | +17,170 | 7.65% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 178,477 | 1,467 | 0.0% | 0.0% | 9 | +17,046 | 10.56% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 171,924 | 1,413 | 0.0% | 0.0% | 10 | +51,179 | 42.39% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 162,200 | 1,333 | 0.0% | — | 11 | +162,200 | New | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 133,962 | 1,101 | 0.01% | 0.01% | 12 | +3,760 | 2.89% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 123,038 | 1,011 | 0.0% | 0.0% | 13 | +21 | 0.02% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 113,357 | 931 | 0.0% | 0.0% | 14 | -29,157 | -20.46% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 97,234 | 799 | 0.0% | 0.0% | 15 | -12,490 | -11.38% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 65,137 | 535 | 0.0% | 0.0% | 16 | -47,665 | -42.26% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 55,425 | 493 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 57,261 | 470 | 0.0% | — | 18 | +57,261 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 56,356 | 463 | 0.0% | 0.0% | 19 | +52,420 | 1331.81% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 53,851 | 443 | 0.0% | 0.0% | 20 | -2,054 | -3.67% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 50,383 | 414 | 0.0% | 0.0% | 21 | +892 | 1.8% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | No change | 36,280 | 298 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 32,053 | 263 | 0.23% | 0.24% | 23 | -540 | -1.66% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,700 | 252 | 0.0% | 0.0% | 24 | -92,985 | -75.18% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 30,000 | 246 | 0.02% | 0.01% | 25 | +16,000 | 114.29% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 28,511 | 234 | 0.0% | 0.0% | 26 | -4,563 | -13.8% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 28,282 | 232 | 0.0% | 0.0% | 27 | +9,060 | 47.13% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,778 | 211 | 0.0% | 0.0% | 28 | +1,667 | 6.91% | Q1 2026 | May 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 25,285 | 207 | 0.07% | 0.08% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 25,171 | 206 | 0.0% | 0.0% | 30 | -24,228 | -49.05% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 23,719 | 194 | 0.0% | 0.0% | 31 | -6,162 | -20.62% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 22,744 | 186 | 0.0% | 0.0% | 32 | +11,400 | 100.49% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 22,734 | 186 | 0.0% | 0.0% | 33 | -214 | -0.93% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 18,573 | 152 | 0.0% | 0.0% | 34 | +8,420 | 82.93% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | New | 17,891 | 147 | 0.0% | — | 35 | +17,891 | New | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 17,432 | 143 | 0.0% | 0.0% | 36 | +1,653 | 10.48% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 17,300 | 142 | 0.0% | — | 37 | +17,300 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 15,981 | 131 | 0.0% | — | 38 | +15,981 | New | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 14,000 | 115 | 0.02% | — | 39 | +14,000 | New | Q1 2026 | Apr 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 13,941 | 114 | 0.0% | 0.0% | 41 | +255 | 1.86% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,772 | 114 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,190 | 108 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Reduced | 11,200 | 92 | 0.0% | 0.0% | 43 | -27,138 | -70.79% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 11,201 | 92 | 0.0% | — | 44 | +11,201 | New | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | New | 10,784 | 88 | 0.03% | — | 45 | +10,784 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,678 | 87 | 0.0% | 0.0% | 46 | +238 | 2.28% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,400 | 85 | 0.0% | — | 47 | +10,400 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,973 | 73 | 0.0% | 0.0% | 48 | -15,861 | -63.87% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,705 | 71 | 0.0% | 0.0% | 49 | -16,714 | -65.75% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,971 | 57 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,192 | 34 | 0.0% | 0.0% | 51 | +2,793 | 199.64% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,079 | 33 | 0.0% | 0.0% | 52 | -602 | -12.86% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 3,900 | 32 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,680 | 30 | 0.0% | 0.0% | 54 | -2,384 | -39.31% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,664 | 30 | 0.0% | 0.0% | 55 | +982 | 36.61% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 3,279 | 26 | 0.0% | 0.0% | 56 | +1,226 | 59.72% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,463 | 20 | 0.0% | 0.0% | 57 | +1,644 | 200.73% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,896 | 15 | 0.0% | 0.0% | 58 | -604 | -24.16% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 1,797 | 14 | 0.0% | 0.0% | 59 | -212 | -10.55% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,633 | 13 | 0.0% | 0.0% | 60 | -1,286 | -44.06% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,441 | 11 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Reduced | 1,257 | 10 | 0.0% | 0.0% | 62 | -2,165 | -63.27% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,253 | 10 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,195 | 9 | 0.0% | 0.0% | 64 | -161 | -11.87% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,069 | 8 | 0.0% | 0.0% | 66 | +815 | 320.87% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,000 | 8 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 982 | 8 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 773 | 6 | 0.0% | — | 69 | +756 | 4447.06% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 731 | 6 | 0.0% | 0.0% | 68 | -542 | -42.58% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 668 | 5 | 0.0% | 0.0% | 71 | -573 | -46.17% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 645 | 5 | 0.0% | 0.0% | 70 | +397 | 160.08% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 483 | 4 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 483 | 3 | 0.0% | — | 75 | +483 | New | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 408 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | No change | 481 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 95 | 1 | 0.0% | 0.0% | 77 | +10 | 11.76% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 175 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,954 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -738 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -694 | -100.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 114 | 0 | — | 0.0% | — | -128 | -52.89% | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | New | 63 | 0 | — | — | — | +63 | New | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 50 | 0 | — | — | — | -43 | -46.24% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 07, 2026 |
| Security National Bank | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |