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 | No change | 2,050,312 | 17,284 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 889,511 | 7,498 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 875,101 | 7,377 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 600,686 | 5,065 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 366,873 | 3,092 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Independent Advisor Alliance | History | No change | 336,118 | 2,833 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 243,649 | 2,053 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 189,205 | 1,594 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 180,657 | 1,522 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 163,500 | 1,378 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 150,236 | 1,266 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 149,032 | 1,256 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 146,633 | 1,236 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 90,982 | 766 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 87,034 | 733 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flat Footed LLC | History | No change | 83,043 | 700 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 77,199 | 650 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 70,028 | 590 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 69,920 | 589 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 60,139 | 506 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 55,681 | 469 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 44,026 | 371 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssean, LLC | History | No change | 41,973 | 353 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 49,122 | 337 | 0.0% | 0.0% | 24 | -36,984 | -42.95% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 39,765 | 335 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 35,000 | 295 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 41,817 | 288 | 0.0% | 0.0% | 27 | -12,995 | -23.71% | Q3 2026 | Nov 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 31,012 | 261 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 30,650 | 258 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 30,650 | 258 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 24,777 | 208 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 27,688 | 190 | 0.15% | 0.19% | 32 | -1,638 | -5.59% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,902 | 184 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 20,510 | 172 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 20,093 | 169 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,285 | 162 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 18,601 | 156 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 18,578 | 156 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,344 | 155 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,500 | 155 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 17,365 | 146 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 17,300 | 145 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 17,044 | 143 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 15,199 | 128 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 14,811 | 124 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 14,200 | 119 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,190 | 111 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 14,000 | 102 | 0.01% | 0.07% | 48 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 11,664 | 98 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,296 | 86 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,596 | 81 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,573 | 80 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 10,856 | 74 | 0.0% | 0.0% | 53 | +10 | 0.09% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,129 | 60 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,971 | 58 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,802 | 48 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,959 | 40 | 0.0% | 0.0% | 57 | +5,707 | 2264.68% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Added to | 5,600 | 38 | 0.0% | 0.0% | 58 | +1,700 | 43.59% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,407 | 37 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,850 | 24 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 2,394 | 20 | 0.0% | 0.0% | 61 | 0 | 0.0% | 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% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,760 | 18 | 0.0% | 0.0% | 63 | +1,497 | 118.53% | Q3 2026 | Oct 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,122 | 17 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,464 | 12 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,421 | 11 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,253 | 10 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,441 | 9 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,000 | 8 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 1,094 | 7 | 0.0% | 0.0% | 70 | -9,147 | -89.32% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 751 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 483 | 4 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 463 | 3 | 0.0% | — | 75 | +417 | 906.52% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 441 | 3 | 0.0% | 0.0% | 73 | +28 | 6.78% | Q3 2026 | Oct 22, 2026 |
| Triumph Capital Management | History | No change | 481 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 408 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 308 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Parkside Financial Bank & Trust | History | New | 195 | 1 | 0.0% | — | 81 | +195 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 176 | 1 | 0.0% | — | 79 | +166 | 1660.0% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Added to | 244 | 1 | 0.0% | 0.0% | 80 | +104 | 74.29% | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 175 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -37,849 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Essential Partners LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -199 | -96.6% | Q3 2026 | Oct 14, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -87 | -100.0% | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | New | 75 | 0 | — | — | — | +75 | New | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -46 | -38.66% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 44 | 0 | — | — | — | +30 | 214.29% | Q3 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 107 | 0 | — | — | — | -9 | -7.76% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |