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Seven Hills Realty Trust (SEVN)

CUSIP: 81784E101 | NYSE | Real Estate · REIT - Mortgage | Micro Cap | 167 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AAdam D. Portnoy
with ABP Trust, Tremont Realty Capital LLC, The RMR Group LLC, +1 more
5,085,33222.5%+3,041,402Dec 4, 2025No 13F filer matched
13D/AAdam D. Portnoy5,085,332
22.5% of class · Dec 4, 2025+3,041,402
with ABP Trust, Tremont Realty Capital LLC, The RMR Group LLC, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Riverbridge Partners LLC266,026
0.1% of portfolio›$1.8M
Bank of New York Mellon Corp62,220
0.0% of portfolio›$428.1K
Lido Advisors, LLC49,122
0.0% of portfolio›$338.0K
Cambridge Investment Research Advisors, Inc.41,817
0.0% of portfolio›$288
Smith Asset Management Co., LLC27,688
0.2% of portfolio›$190.5K
Sanders Morris Harris LLC14,000
0.0% of portfolio›$102.5K
Creative Planning10,856
0.0% of portfolio›$74.7K
Simplex Trading, LLC5,959
0.0% of portfolio›$41.0K
Strs Ohio5,600
0.0% of portfolio›$38.5K
Gamma Investing LLC2,760
0.0% of portfolio›$19.0K
TFC Financial Management, Inc.1,441
0.0% of portfolio›$9.9K
Citigroup Inc1,094
0.0% of portfolio›$7.5K
Fifth Third Bancorp483
0.0% of portfolio›$3.3K
Triumph Capital Management481
0.0% of portfolio›$3.3K
Farther Finance Advisors, LLC463
0.0% of portfolio›$3.2K
Sterling Capital Management LLC441
0.0% of portfolio›$3.0K
Trust Co of Toledo NA408
0.0% of portfolio›$2.8K
Parkside Financial Bank & Trust195
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.176
0.0% of portfolio›$1.2K
IFP Advisors, Inc107
0.0% of portfolio›$736
Lanark Financial, Inc.75
0.0% of portfolio›$516
EverSource Wealth Advisors, LLC73
0.0% of portfolio›$502
Caitong International Asset Management Co., Ltd44
0.0% of portfolio›$303
Root Financial Partners, LLC15
0.0% of portfolio›$103
Essential Partners LLC7
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Riverbridge Partners LLC
266,026$1.8M0.1%GrowthLowMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
62,220$428.1K0.0%CoreLowNew York, NY2026-11-05
Lido Advisors, LLC
49,122$338.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
41,817$2880.0%ETFLowFairfield, IA2026-11-02
Smith Asset Management Co., LLC
27,688$190.5K0.2%YieldLowChiefland, FL2026-10-16
Sanders Morris Harris LLC
14,000$102.5K0.0%GARPLowHouston, TX2026-10-14
Creative Planning
10,856$74.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Simplex Trading, LLC
5,959$41.0K0.0%CoreVery HighChicago, IL2026-11-04
Strs Ohio
5,600$38.5K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
2,760$19.0K0.0%IndexVery LowFoster City, CA2026-10-08
TFC Financial Management, Inc.
1,441$9.9K0.0%ETFVery LowBoston, MA2026-10-26
Citigroup Inc
1,094$7.5K0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
483$3.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Triumph Capital Management
481$3.3K0.0%ETFMediumDenver, CO2026-10-14
Farther Finance Advisors, LLC
463$3.2K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
441$3.0K0.0%GARPMediumCharlotte, NC2026-10-22
Trust Co of Toledo NA
408$2.8K0.0%GrowthVery LowHolland, OH2026-10-16
Parkside Financial Bank & Trust
195$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
176$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
107$7360.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
75$5160.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
73$5020.0%CoreMediumBirmingham, AL2026-11-04
Caitong International Asset Management Co., Ltd
44$3030.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
15$1030.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
7$480.0%ValueMediumRancho Santa Fe, CA2026-10-14