Institutional Ownership Seven Hills Realty Trust (SEVN)
This table provides information about the institutional ownership of Seven Hills Realty Trust (SEVN). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 4.5 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$8,740
0.0% of portfolio
|
Q2 2024
Added 720.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
982
shares
|
$8,582
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
928
shares
|
$8,110
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
887
shares
|
$7,752
0.0% of portfolio
|
Q3 2025
Added 424.85%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
483
shares
|
$4,221
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
442
shares
|
$3,863
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
408
shares
|
$3,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
383
shares
|
$3,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
378
shares
|
$3,303
0.0% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
305
shares
|
$2,665
0.0% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
242
shares
|
$2,115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
236
shares
|
$2,062
0.0% of portfolio
|
Q3 2025
Reduced 95.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
175
shares
|
$1,529
0.0% of portfolio
|
Q1 2025
Added 110.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102
shares
|
$891
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
88
shares
|
$769
0.0% of portfolio
|
Q3 2025
Added 39.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
36
shares
|
$314
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$227
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
22
shares
|
$192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
17
shares
|
$148
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11
shares
|
$96
0.0% of portfolio
|
Q3 2025
Reduced 54.17%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$34
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$17
0.0% of portfolio
|
Q1 2024
Reduced 99.95%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|