Seven Hills Realty Trust (SEVN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares603,240 from 600,686

Change+2,554 (+0%)

Value$4.2M (-$913.7K)

Filed 2026-11-06

Riverbridge Partners LLC

INCREASED

Shares266,026 from 243,649

Change+22,377 (+9%)

Value$1.8M (-$223.7K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares62,220 from 55,681

Change+6,539 (+12%)

Value$428.1K (-$41.3K)

Filed 2026-11-05

Lido Advisors, LLC

DECREASED

Shares49,122 from 86,106

Change-36,984 (-43%)

Value$338.0K (-$387.9K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares41,817 from 54,812

Change-12,995 (-24%)

Value$288 (-$461.7K)

Filed 2026-11-02

Russell Investments Group, Ltd.

INCREASED

Shares30,202 from 18,601

Change+11,601 (+62%)

Value$207.8K (+$51.0K)

Filed 2026-11-06

Smith Asset Management Co., LLC

DECREASED

Shares27,688 from 29,326

Change-1,638 (-6%)

Value$190.5K (-$56.7K)

Filed 2026-10-16

Great Lakes Advisors, LLC

NEW

Shares26,567

Change+26,567

Value$182.8K

Filed 2026-11-06

Barclays PLC

INCREASED

Shares23,028 from 17,365

Change+5,663 (+33%)

Value$158.4K (+$12.0K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares16,214 from 18,500

Change-2,286 (-12%)

Value$111.6K (-$44.4K)

Filed 2026-11-06

Sanders Morris Harris LLC

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$102.5K (-$15.5K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares10,856 from 10,846

Change+10 (+0%)

Value$74.7K (-$16.7K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares10,000 from 9,573

Change+427 (+4%)

Value$68.8K (-$11.9K)

Filed 2026-11-06

Simplex Trading, LLC

INCREASED

Shares5,959 from 252

Change+5,707 (+2265%)

Value$41.0K (+$38.9K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares5,600 from 3,900

Change+1,700 (+44%)

Value$38.5K (+$5.7K)

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares2,760 from 1,263

Change+1,497 (+119%)

Value$19.0K (+$8.3K)

Filed 2026-10-08

TFC Financial Management, Inc.

UNCHANGED

Shares1,441 from 1,441

Change0 (0%)

Value$9.9K (-$2.2K)

Filed 2026-10-26

Citigroup Inc

DECREASED

Shares1,094 from 10,241

Change-9,147 (-89%)

Value$7.5K (-$78.8K)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares483 from 483

Change0 (0%)

Value$3.3K (-$749)

Filed 2026-11-05

Triumph Capital Management

UNCHANGED

Shares481 from 481

Change0 (0%)

Value$3.3K (-$746)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares463 from 46

Change+417 (+907%)

Value$3.2K (+$2.8K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares441 from 413

Change+28 (+7%)

Value$3.0K (-$448)

Filed 2026-10-22

Trust Co of Toledo NA

UNCHANGED

Shares408 from 408

Change0 (0%)

Value$2.8K (-$632)

Filed 2026-10-16

Parkside Financial Bank & Trust

NEW

Shares195

Change+195

Value$1.3K

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares176 from 10

Change+166 (+1660%)

Value$1.2K (+$1.1K)

Filed 2026-10-26

Allworth Financial LP

NEW

Shares170

Change+170

Value$1.4K

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares107 from 116

Change-9 (-8%)

Value$736 (-$242)

Filed 2026-10-16

Lanark Financial, Inc.

NEW

Shares75

Change+75

Value$516

Filed 2026-10-26

EverSource Wealth Advisors, LLC

DECREASED

Shares73 from 119

Change-46 (-39%)

Value$502 (-$501)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

INCREASED

Shares44 from 14

Change+30 (+214%)

Value$303 (+$185)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares15

Change+15

Value$103

Filed 2026-10-21

Essential Partners LLC

DECREASED

Shares7 from 206

Change-199 (-97%)

Value$48 (-$1.7K)

Filed 2026-10-14

Abel Hall, LLC

CLOSED

Shares0 from 37,849

Change-37,849 (-100%)

Value$0 (-$319.1K)

Filed 2026-10-19

LPL Financial LLC

CLOSED

Shares0 from 14,811

Change-14,811 (-100%)

Value$0 (-$124.9K)

Filed 2026-11-06

Covestor Ltd

CLOSED

Shares0 from 140

Change-140 (-100%)

Value$0 (-$1)

Filed 2026-10-30

Ares Financial Consulting, LLC

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$733)

Filed 2026-10-19

True Wealth Design, LLC

CLOSED

Shares0 from 49

Change-49 (-100%)

Value$0 (-$414)

Filed 2026-10-13

Fortitude Family Office, LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$177)

Filed 2026-10-14

Parallel Advisors, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$118)

Filed 2026-11-03

Clearstead Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$9)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 2,050,312

Change-2,050,312 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 889,511

Change-889,511 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 875,101

Change-875,101 (-100%)

Value—

State Street Corp

N/A

Shares— from 366,873

Change-366,873 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 336,118

Change-336,118 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 189,205

Change-189,205 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 180,657

Change-180,657 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 163,500

Change-163,500 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 150,236

Change-150,236 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 149,032

Change-149,032 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 146,633

Change-146,633 (-100%)

Value—

UBS Group AG

N/A

Shares— from 90,982

Change-90,982 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 87,034

Change-87,034 (-100%)

Value—

Flat Footed LLC

N/A

Shares— from 83,043

Change-83,043 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 77,199

Change-77,199 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 70,028

Change-70,028 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 69,920

Change-69,920 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 60,139

Change-60,139 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 44,026

Change-44,026 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 41,973

Change-41,973 (-100%)

Value—

FMR LLC

N/A

Shares— from 39,765

Change-39,765 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 31,012

Change-31,012 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 30,650

Change-30,650 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 30,650

Change-30,650 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 24,777

Change-24,777 (-100%)

Value—

Adapt Wealth Advisors, LLC

N/A

Shares— from 20,510

Change-20,510 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 20,093

Change-20,093 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,285

Change-19,285 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 18,578

Change-18,578 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 18,344

Change-18,344 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 17,300

Change-17,300 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 17,044

Change-17,044 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 15,199

Change-15,199 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 14,200

Change-14,200 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 13,190

Change-13,190 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 11,664

Change-11,664 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,502

Change-10,502 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,296

Change-10,296 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,596

Change-9,596 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,129

Change-7,129 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,971

Change-6,971 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,802

Change-5,802 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,407

Change-4,407 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,850

Change-2,850 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,463

Change-2,463 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,394

Change-2,394 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,122

Change-2,122 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,464

Change-1,464 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,421

Change-1,421 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,253

Change-1,253 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 751

Change-751 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 308

Change-308 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 175

Change-175 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	603,240	600,686	+2,554	+0%	$5.1M	$4.2M	-$913.7K	2026-11-06
Riverbridge Partners LLC	INCREASED	266,026	243,649	+22,377	+9%	$2.1M	$1.8M	-$223.7K	2026-11-05
Bank of New York Mellon Corp	INCREASED	62,220	55,681	+6,539	+12%	$469.4K	$428.1K	-$41.3K	2026-11-05
Lido Advisors, LLC	DECREASED	49,122	86,106	-36,984	-43%	$725.9K	$338.0K	-$387.9K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	41,817	54,812	-12,995	-24%	$462.0K	$288	-$461.7K	2026-11-02
Russell Investments Group, Ltd.	INCREASED	30,202	18,601	+11,601	+62%	$156.8K	$207.8K	+$51.0K	2026-11-06
Smith Asset Management Co., LLC	DECREASED	27,688	29,326	-1,638	-6%	$247.2K	$190.5K	-$56.7K	2026-10-16
Great Lakes Advisors, LLC	NEW	26,567	—	+26,567	—	—	$182.8K	—	2026-11-06
Barclays PLC	INCREASED	23,028	17,365	+5,663	+33%	$146.4K	$158.4K	+$12.0K	2026-11-06
Deutsche Bank Ag\	DECREASED	16,214	18,500	-2,286	-12%	$156.0K	$111.6K	-$44.4K	2026-11-06
Sanders Morris Harris LLC	UNCHANGED	14,000	14,000	0	0%	$118.0K	$102.5K	-$15.5K	2026-10-14
Creative Planning	INCREASED	10,856	10,846	+10	+0%	$91.4K	$74.7K	-$16.7K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	10,000	9,573	+427	+4%	$80.7K	$68.8K	-$11.9K	2026-11-06
Simplex Trading, LLC	INCREASED	5,959	252	+5,707	+2265%	$2.1K	$41.0K	+$38.9K	2026-11-04
Strs Ohio	INCREASED	5,600	3,900	+1,700	+44%	$32.9K	$38.5K	+$5.7K	2026-10-30
Gamma Investing LLC	INCREASED	2,760	1,263	+1,497	+119%	$10.6K	$19.0K	+$8.3K	2026-10-08
TFC Financial Management, Inc.	UNCHANGED	1,441	1,441	0	0%	$12.1K	$9.9K	-$2.2K	2026-10-26
Citigroup Inc	DECREASED	1,094	10,241	-9,147	-89%	$86.3K	$7.5K	-$78.8K	2026-11-04
Fifth Third Bancorp	UNCHANGED	483	483	0	0%	$4.1K	$3.3K	-$749	2026-11-05
Triumph Capital Management	UNCHANGED	481	481	0	0%	$4.1K	$3.3K	-$746	2026-10-14
Farther Finance Advisors, LLC	INCREASED	463	46	+417	+907%	$389	$3.2K	+$2.8K	2026-10-08
Sterling Capital Management LLC	INCREASED	441	413	+28	+7%	$3.5K	$3.0K	-$448	2026-10-22
Trust Co of Toledo NA	UNCHANGED	408	408	0	0%	$3.4K	$2.8K	-$632	2026-10-16
Parkside Financial Bank & Trust	NEW	195	—	+195	—	—	$1.3K	—	2026-10-27
SJS Investment Consulting Inc.	INCREASED	176	10	+166	+1660%	$85	$1.2K	+$1.1K	2026-10-26
Allworth Financial LP	NEW	170	—	+170	—	—	$1.4K	—	2026-11-06
IFP Advisors, Inc	DECREASED	107	116	-9	-8%	$978	$736	-$242	2026-10-16
Lanark Financial, Inc.	NEW	75	—	+75	—	—	$516	—	2026-10-26
EverSource Wealth Advisors, LLC	DECREASED	73	119	-46	-39%	$1.0K	$502	-$501	2026-11-04
Caitong International Asset Management Co., Ltd	INCREASED	44	14	+30	+214%	$118	$303	+$185	2026-10-29
Root Financial Partners, LLC	NEW	15	—	+15	—	—	$103	—	2026-10-21
Essential Partners LLC	DECREASED	7	206	-199	-97%	$1.7K	$48	-$1.7K	2026-10-14
Abel Hall, LLC	CLOSED	0	37,849	-37,849	-100%	$319.1K	$0	-$319.1K	2026-10-19
LPL Financial LLC	CLOSED	0	14,811	-14,811	-100%	$124.9K	$0	-$124.9K	2026-11-06
Covestor Ltd	CLOSED	0	140	-140	-100%	$1	$0	-$1	2026-10-30
Ares Financial Consulting, LLC	CLOSED	0	87	-87	-100%	$733	$0	-$733	2026-10-19
True Wealth Design, LLC	CLOSED	0	49	-49	-100%	$414	$0	-$414	2026-10-13
Fortitude Family Office, LLC	CLOSED	0	21	-21	-100%	$177	$0	-$177	2026-10-14
Parallel Advisors, LLC	CLOSED	0	14	-14	-100%	$118	$0	-$118	2026-11-03
Clearstead Advisors, LLC	CLOSED	0	1	-1	-100%	$9	$0	-$9	2026-11-06
BlackRock, Inc.	N/A	—	2,050,312	-2,050,312	-100%	$17.3M	—	—	—
Morgan Stanley	N/A	—	889,511	-889,511	-100%	$7.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	875,101	-875,101	-100%	$7.4M	—	—	—
State Street Corp	N/A	—	366,873	-366,873	-100%	$3.1M	—	—	—
Independent Advisor Alliance	N/A	—	336,118	-336,118	-100%	$2.8M	—	—	—
Northern Trust Corp	N/A	—	189,205	-189,205	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	180,657	-180,657	-100%	$1.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	163,500	-163,500	-100%	$1.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	150,236	-150,236	-100%	$1.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	149,032	-149,032	-100%	$1.3M	—	—	—
Penserra Capital Management LLC	N/A	—	146,633	-146,633	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	90,982	-90,982	-100%	$767.0K	—	—	—
Renaissance Technologies LLC	N/A	—	87,034	-87,034	-100%	$733.7K	—	—	—
Flat Footed LLC	N/A	—	83,043	-83,043	-100%	$700.1K	—	—	—
AQR Capital Management LLC	N/A	—	77,199	-77,199	-100%	$650.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	70,028	-70,028	-100%	$590.3K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	69,920	-69,920	-100%	$589.4K	—	—	—
Cerity Partners LLC	N/A	—	60,139	-60,139	-100%	$507.0K	—	—	—
Nuveen, LLC	N/A	—	44,026	-44,026	-100%	$371.1K	—	—	—
Odyssean, LLC	N/A	—	41,973	-41,973	-100%	$353.8K	—	—	—
FMR LLC	N/A	—	39,765	-39,765	-100%	$335.2K	—	—	—
Prelude Capital Management, LLC	N/A	—	35,000	-35,000	-100%	$295.1K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	31,012	-31,012	-100%	$261.4K	—	—	—
Acadian Asset Management LLC	N/A	—	30,650	-30,650	-100%	$258.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	30,650	-30,650	-100%	$258.4K	—	—	—
Invesco Ltd.	N/A	—	24,777	-24,777	-100%	$208.9K	—	—	—
Adapt Wealth Advisors, LLC	N/A	—	20,510	-20,510	-100%	$172.9K	—	—	—
Bank of America Corp	N/A	—	20,093	-20,093	-100%	$169.4K	—	—	—
Wells Fargo & Company	N/A	—	19,285	-19,285	-100%	$162.6K	—	—	—
AE Wealth Management LLC	N/A	—	18,578	-18,578	-100%	$156.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	18,344	-18,344	-100%	$155.0K	—	—	—
Ameriprise Financial Inc	N/A	—	17,300	-17,300	-100%	$145.8K	—	—	—
SEI Investments Co	N/A	—	17,044	-17,044	-100%	$143.7K	—	—	—
Rhumbline Advisers	N/A	—	15,199	-15,199	-100%	$128.1K	—	—	—
Jump Financial, LLC	N/A	—	14,200	-14,200	-100%	$119.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	13,190	-13,190	-100%	$111.2K	—	—	—
Marshall Wace, LLP	N/A	—	11,664	-11,664	-100%	$98.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,502	-10,502	-100%	$88.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,296	-10,296	-100%	$86.8K	—	—	—
JPMorgan Chase & Co	N/A	—	9,596	-9,596	-100%	$81.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,129	-7,129	-100%	$60.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,971	-6,971	-100%	$58.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,802	-5,802	-100%	$48.9K	—	—	—
Royal Bank of Canada	N/A	—	4,407	-4,407	-100%	$37.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,850	-2,850	-100%	$24.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,463	-2,463	-100%	$20.8K	—	—	—
Legal & General Group Plc	N/A	—	2,394	-2,394	-100%	$20.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,122	-2,122	-100%	$17.9K	—	—	—
Arax Advisory Partners	N/A	—	1,464	-1,464	-100%	$12.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,421	-1,421	-100%	$12.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,253	-1,253	-100%	$10.6K	—	—	—
New York State Common Retirement Fund	N/A	—	1,000	-1,000	-100%	$8.4K	—	—	—
Huntington National Bank	N/A	—	751	-751	-100%	$6.3K	—	—	—
California State Teachers Retirement System	N/A	—	308	-308	-100%	$2.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	175	-175	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	52	-52	-100%	$438	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$9	—	—	—

Showing 97 of 97 institutions