SEVEN HILLS REALTY TRUST (SEVN)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
89
Reporting holders
$64.4M
Reported value
33.6%
Of shares outstanding
0.2%
Held as options
+1
Holder change
Institutions report 7,623,587 shares against 22,656,606 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $17.3M | 2,050,312 | 0.00% | 8q | +26.9%+$3.7M |
| MORGAN STANLEY | $7.5M | 889,511 | 0.00% | 19q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.4M | 875,101 | 0.00% | 2q | -12.8%-$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.1M | 600,686 | 0.00% | 19q | -4.2%-$222.7K |
| STATE STREET CORP | $3.1M | 366,873 | 0.00% | 18q | +3.1%+$93.8K |
| Independent Advisor Alliance | $2.8M | 336,118 | 0.07% | 17q | -10.8%-$343.2K |
| RIVERBRIDGE PARTNERS LLC | $2.1M | 243,649 | 0.06% | 7q | +0.9%+$17.4K |
| NORTHERN TRUST CORP | $1.6M | 189,205 | 0.00% | 19q | +6.0%+$90.4K |
| GOLDMAN SACHS GROUP INC | $1.5M | 180,657 | 0.00% | 11q | +5.1%+$73.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.4M | 163,500 | 0.00% | 2q | +0.8%+$11.0K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 150,236 | 0.00% | 2q | +5.4%+$64.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 149,032 | 0.00% | 2q | +16.6%+$178.8K |
| UBS Group AG | $767.0K | 90,982 | 0.00% | 19q | +61.4%+$291.9K |
| RENAISSANCE TECHNOLOGIES LLC | $733.7K | 87,034 | 0.00% | 15q | -10.5%-$86.0K |
| Lido Advisors, LLC | $725.9K | 86,106 | 0.00% | 11q | -30.0%-$311.3K |
| Flat Footed LLC | $700.1K | 83,043 | 0.05% | 3q | -80.8%-$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $650.8K | 77,199 | 0.00% | 2q | +383.1%+$516.1K |
| Qube Research & Technologies Ltd | $590.3K | 70,028 | 0.00% | 3q | +195.2%+$390.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $589.4K | 69,920 | 0.00% | 9q | +7.3%+$40.3K |
| Sixth Street Partners Management Company, L.P. | $589.4K | 69,920 | 0.00% | new | NEW |
| Cerity Partners LLC | $507.0K | 60,139 | 0.00% | 2q | +5.0%+$24.3K |
| Bank of New York Mellon Corp | $469.4K | 55,681 | 0.00% | 9q | +10.5%+$44.7K |
| Nuveen, LLC | $371.1K | 44,026 | 0.00% | 6q | +21.4%+$65.3K |
| Odyssean, LLC | $353.8K | 41,973 | 0.06% | 2q | +289.2%+$262.9K |
| FMR LLC | $335.2K | 39,765 | 0.00% | 12q | +3063.5%+$324.6K |
| Abel Hall, LLC | $319.1K | 37,849 | 0.06% | new | NEW |
| PRELUDE CAPITAL MANAGEMENT, LLC | $295.1K | 35,000 | 0.02% | 3q | +16.7%+$42.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $261.4K | 31,012 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $258.4K | 30,650 | 0.00% | 3q | +8.4%+$20.0K |
| Smith Asset Management Co., LLC | $247.2K | 29,326 | 0.19% | 5q | -8.5%-$23.0K |
| Invesco Ltd. | $208.9K | 24,777 | 0.00% | 5q | +9.0%+$17.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $184.6K | 10,502 | 0.00% | 7q | -81.1%-$792.1K |
| ADAPT WEALTH ADVISORS, LLC | $172.9K | 20,510 | 0.06% | 4q | -18.9%-$40.3K |
| BANK OF AMERICA CORP /DE/ | $169.4K | 20,093 | 0.00% | 19q | -22.1%-$47.9K |
| WELLS FARGO & COMPANY/MN | $162.6K | 19,285 | 0.00% | 19q | +10.8%+$15.8K |
| Russell Investments Group, Ltd. | $156.8K | 18,601 | 0.00% | 4q | +407.7%+$125.9K |
| AE Wealth Management LLC | $156.6K | 18,578 | 0.00% | 4q | +6.6%+$9.7K |
| DEUTSCHE BANK AG\ | $156.0K | 18,500 | 0.00% | 2q | +3.4%+$5.1K |
| BARCLAYS PLC | $146.4K | 17,365 | 0.00% | 9q | -31.0%-$65.8K |
| AMERIPRISE FINANCIAL INC | $145.8K | 17,300 | 0.00% | 2q | -50.0%-$145.8K |
| SEI INVESTMENTS CO | $143.7K | 17,044 | 0.00% | 3q | -25.1%-$48.1K |
| RHUMBLINE ADVISERS | $128.1K | 15,199 | 0.00% | 9q | +9.0%+$10.6K |
| LPL Financial LLC | $124.9K | 14,811 | 0.00% | 3q | -20.3%-$31.7K |
| Jump Financial, LLC | $119.7K | 14,200 | 0.00% | 3q | +26.8%+$25.3K |
| SANDERS MORRIS HARRIS LLC | $118.0K | 14,000 | 0.07% | 2q | HELD |
| MetLife Investment Management, LLC | $111.2K | 13,190 | 0.00% | 2q | HELD |
| MARSHALL WACE, LLP | $98.3K | 11,664 | 0.00% | new | NEW |
| Creative Planning | $91.4K | 10,846 | 0.00% | 2q | -3.2%-$3.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $86.8K | 10,296 | 0.00% | 8q | -3.6%-$3.2K |
| CITIGROUP INC | $86.3K | 10,241 | 0.00% | 12q | +212.3%+$58.7K |
| JPMORGAN CHASE & CO | $81.8K | 9,596 | 0.00% | 11q | +6.9%+$5.3K |
| PNC Financial Services Group, Inc. | $80.7K | 9,573 | 0.00% | 3q | +1384.2%+$75.3K |
| Vanguard Global Advisers, LLC | $60.1K | 7,129 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $58.8K | 6,971 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $48.9K | 5,802 | 0.00% | 19q | +57.7%+$17.9K |
| ROYAL BANK OF CANADA | $37.0K | 4,407 | 0.00% | 19q | +169.9%+$23.3K |
| STRS OHIO | $32.9K | 3,900 | 0.00% | 9q | HELD |
| SIMPLEX TRADING, LLC | $28.3K | 252 | 0.00% | 8q | -62.3%-$46.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $24.1K | 2,853 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $24.0K | 2,850 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.8K | 2,463 | 0.00% | 3q | HELD |
| Legal & General Group Plc | $20.2K | 2,394 | 0.00% | 9q | +33.2%+$5.0K |
| BNP PARIBAS FINANCIAL MARKETS | $17.9K | 2,122 | 0.00% | 7q | -48.0%-$16.5K |
| Arax Advisory Partners | $12.3K | 1,464 | 0.00% | 2q | +16166.7%+$12.3K |
| TFC Financial Management, Inc. | $12.1K | 1,441 | 0.00% | 19q | HELD |
| Tower Research Capital LLC (TRC) | $12.0K | 1,421 | 0.00% | 8q | -66.1%-$23.4K |
| GAMMA Investing LLC | $10.6K | 1,263 | 0.00% | 3q | +63.4%+$4.1K |
| Ameritas Investment Partners, Inc. | $10.6K | 1,253 | 0.00% | 8q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.4K | 1,000 | 0.00% | 9q | HELD |
| HUNTINGTON NATIONAL BANK | $6.3K | 751 | 0.00% | 13q | +37450.0%+$6.3K |
| FIFTH THIRD BANCORP | $4.1K | 483 | 0.00% | 2q | HELD |
| Triumph Capital Management | $4.1K | 481 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $3.8K | 451 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $3.5K | 413 | 0.00% | 8q | -43.5%-$2.7K |
| TRUST CO OF TOLEDO NA /OH/ | $3.4K | 408 | 0.00% | 5q | HELD |
| Essential Partners LLC | $1.7K | 206 | 0.00% | 2q | +227.0%+$1.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.6K | 175 | 0.00% | 6q | HELD |
| Penserra Capital Management LLC | $1.2K | 146,633 | 0.01% | 7q | +9.5% |
| EverSource Wealth Advisors, LLC | $1.0K | 119 | 0.00% | 2q | +357.7% |
| IFP Advisors, Inc | $978 | 116 | 0.00% | 7q | +1060.0% |
| Cambridge Investment Research Advisors, Inc. | $924 | 109,624 | 0.00% | 18q | +103.6% |
| Ares Financial Consulting, LLC | $733 | 87 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $438 | 52 | 0.00% | 3q | +4.0% |
| True Wealth Design, LLC | $414 | 49 | 0.00% | 2q | +345.5% |
| Farther Finance Advisors, LLC | $389 | 46 | 0.00% | 2q | +1050.0% |
| ACADIAN ASSET MANAGEMENT LLC | $258 | 30,650 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $177 | 21 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $155 | 18,344 | 0.00% | 3q | +33.2% |
| Parallel Advisors, LLC | $118 | 14 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $118 | 14 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $85 | 10 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $9 | 1 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $9 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $1 | 140 | 0.00% | 8q | +47.4% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Capital Management | 4.5% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 9.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 89 | $64.4M | 7,623,587 | 13 | 41 | 20 | 0.2% |
| Q1 2026 | 88 | $61.7M | 7,408,867 | 20 | 24 | 26 | 1.4% |
| Q4 2025 | 71 | $66.5M | 7,315,107 | 15 | 36 | 8 | 1.8% |
| Q3 2025 | 66 | $46.9M | 4,505,025 | 10 | 21 | 12 | 1.0% |
| Q2 2025 | 61 | $52.3M | 4,322,294 | 10 | 21 | 14 | 0.3% |
| Q1 2025 | 56 | $54.0M | 4,302,675 | 6 | 12 | 21 | 0.4% |
| Q4 2024 | 53 | $57.8M | 4,396,643 | 8 | 18 | 11 | 0.5% |
| Q3 2024 | 49 | $58.2M | 4,204,560 | 11 | 20 | 9 | 0.5% |
| Q2 2024 | 47 | $52.9M | 4,168,383 | 15 | 13 | 7 | 0.1% |
| Q1 2024 | 42 | $63.3M | 4,894,958 | 6 | 14 | 8 | 0.0% |
| Q4 2023 | 44 | $51.3M | 3,959,429 | 12 | 16 | 7 | 0.1% |
| Q3 2023 | 37 | $34.4M | 3,151,352 | 9 | 6 | 10 | 0.0% |
| Q2 2023 | 31 | $28.8M | 2,808,434 | 4 | 6 | 6 | 0.0% |
| Q1 2023 | 30 | $35.3M | 3,522,491 | 4 | 10 | 5 | 0.0% |
| Q4 2022 | 25 | $20.1M | 2,396,111 | 5 | 8 | 7 | 0.5% |
| Q3 2022 | 33 | $30.1M | 3,300,714 | 5 | 10 | 9 | 0.0% |
| Q2 2022 | 30 | $34.1M | 3,195,795 | 5 | 10 | 5 | 0.0% |
| Q1 2022 | 25 | $28.8M | 2,590,241 | 5 | 8 | 4 | 0.0% |
| Q4 2021 | 28 | $31.0M | 2,990,816 | 26 | 0 | 1 | 0.0% |
| Q3 2021 | 2 | $36.0K | 3,558 | 2 | 0 | 0 | 0.0% |