Seven Hills Realty Trust Ownership | Who Owns Seven Hills Realty Trust?
Seven Hills Realty Trust Ownership Summary
Seven Hills Realty Trust is owned by 30.51% institutional investors, 3.32% insiders, and 66.17% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.29% of SEVN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.26% of its assets in Seven Hills Realty Trust shares.
SEVN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Seven Hills Realty Trust | 30.51% | 3.32% | 66.17% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Mortgage REIT Stocks | 42.37% | 4.34% | 53.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.07M | 7.29% | $14.04M |
| Blackrock | 815.26K | 5.56% | $10.34M |
| Vanguard group | 759.78K | 5.16% | $9.94M |
| Morgan stanley | 737.72K | 5.03% | $9.35M |
| Geode capital management | 328.35K | 2.23% | $4.30M |
| Independent advisor alliance | 292.34K | 1.99% | $3.82M |
| State street | 184.41K | 1.25% | $2.41M |
| Renaissance | 112.83K | 0.77% | $1.48M |
| Lido advisors | 110.89K | 0.75% | $1.45M |
| Goldman sachs group | 102.62K | 0.70% | $1.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Independent advisor alliance | 292.34K | 0.05% | $3.82M |
| Bailard | 58.50K | 0.02% | $765.18K |
| Penserra capital management | 71.11K | 0.02% | $930.00K |
| Riverbridge partners | 52.80K | 0.01% | $690.65K |
| Lido advisors | 110.89K | 0.01% | $1.45M |
| Scotia capital | 60.70K | 0.00% | $794.03K |
| Ep wealth advisors | 37.86K | 0.00% | $495.16K |
| Tfc financial management | 1.44K | 0.00% | $18.85K |
| Cambridge investment research advisors | 55.04K | 0.00% | $720.00K |
| Global retirement partners | 6.38K | 0.00% | $83.48K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 815.26K | 0.00% | 560.29K |
| Penserra capital management | 71.11K | 0.02% | 71.11K |
| Scotia capital | 60.70K | 0.00% | 60.70K |
| Riverbridge partners | 52.80K | 0.01% | 52.80K |
| Blackrock funding, inc. /de | 1.07M | 0.00% | 48.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 12.16K | 0.00% | -162.67K |
| Matisse capital | - | - | -142.00K |
| Acadian asset management | 3.52K | 0.00% | -106.66K |
| Raymond james financial services advisors | - | - | -79.48K |
| Arrowstreet capital, limited partnership | - | - | -66.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penserra capital management | 71.11K | 0.02% | 71.11K | $930.00K |
| Riverbridge partners | 52.80K | 0.01% | 52.80K | $690.65K |
| Invesco | 25.37K | 0.00% | 25.37K | $321.74K |
| Susquehanna group, llp | 17.88K | - | 17.88K | $233.86K |
| Strs ohio | 2.40K | 0.00% | 2.40K | $30.43K |
Sold Out
| Holder | Change |
|---|---|
| Register financial advisors | -39.00 |
| Ancora advisors | -135.00 |
| Westside investment management | -288.00 |
| Macquarie group | -391.00 |
| Cibc private wealth group | -1.74K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 57 | 3.64% | 4,491,984 | 3.31% | 30 | 3.50% | 29 | -14.71% | 13 | 18.18% |
| Sep 30, 2024 | 55 | 3.77% | 4,348,114 | -1.57% | 29 | 3.26% | 34 | 3.03% | 11 | 37.50% |
| Jun 30, 2024 | 53 | 12.77% | 4,417,568 | 10.75% | 30 | 4.05% | 33 | 32.00% | 8 | -20.00% |
| Mar 31, 2024 | 47 | -6.00% | 3,988,776 | 4.24% | 27 | 3.99% | 25 | -21.88% | 10 | 42.86% |
| Dec 31, 2023 | 50 | 19.05% | 3,826,380 | 6.54% | 26 | 4.32% | 32 | 60.00% | 7 | -36.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 483.91K | 3.26% | - |
| Vanguard US Total Market Shares ETF | 483.51K | 3.24% | - |
| iShares Russell 2000 ETF | 383.28K | 2.58% | -3.30K |
| Fuh Hwa FTSE Mortgage REITs ETF | 255.87K | 1.72% | 26.17K |
| iShares Mortgage Real Estate Capped ETF | 201.20K | 1.36% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 180.97K | 1.22% | - |
| Fidelity Small Cap Index | 143.99K | 0.97% | -2.70K |
| iShares Russell 2000 Value ETF | 117.14K | 0.79% | - |
| Hoya Capital High Dividend Yield ETF | 86.06K | 0.58% | - |
| Fidelity Extended Market Index | 75.92K | 0.51% | -484.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 25, 2023 | GILMORE BARBARA D. | - | Buy | $21.74K |
| Aug 25, 2023 | GILMORE BARBARA D. | - | Buy | $21.72K |
| Apr 27, 2023 | Sy Tiffany R | CFO and Treasurer | Buy | $9.86K |
| Nov 29, 2022 | Sy Tiffany R | CFO and Treasurer | Buy | $9.53K |
| Nov 29, 2022 | Lorenzini Thomas J. | President | Buy | $9.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
SEVN Ownership FAQ
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