Seven Hills Realty Trust Ownership 2024 | Who Owns Seven Hills Realty Trust Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

29.36%

Insider Ownership

3.20%

Retail Ownership

67.44%

Institutional Holders

50.00

Seven Hills Realty Trust Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	5.56%	0.00%	815,264	560,286	219.74%	10,337,547	Jun 30, 2024
VANGUARD GROUP INC	5.13%	0.00%	753,051	63,022	9.13%	9,548,687	Jun 30, 2024
MORGAN STANLEY	5.03%	0.00%	737,721	1,055	0.14%	9,354,304	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.14%	0.00%	314,366	173,908	123.81%	3,986,589	Jun 30, 2024
INDEPENDENT ADVISOR ALLIANCE	2.10%	0.13%	308,257	1,000	0.33%	3,908,700	Jun 30, 2024
STATE STREET CORP	1.02%	0.00%	150,169	93,960	167.16%	1,904,143,000	Jun 30, 2024
MATISSE CAPITAL	0.97%	0.89%	142,000	-	-	1,800,560	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.91%	0.01%	133,225	-17,087	-11.37%	1,688,000	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.90%	0.00%	132,400	-45,000	-25.37%	1,678,832	Jun 30, 2024
CRESCENT GROVE ADVISORS, LLC	0.69%	0.14%	101,870	62,295	157.41%	1,291,712	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.55%	0.00%	80,083	-59,473	-42.62%	1,015,447	Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.54%	0.00%	79,483	79,483	100.00%	1,007,844	Jun 30, 2024
SCOTIA CAPITAL INC.	0.53%	0.01%	77,397	-	-	981,377	Jun 30, 2024
LIDO ADVISORS, LLC	0.48%	0.01%	70,588	-	-	895,056	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.46%	0.00%	66,840	-111,898	-62.60%	848,000	Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	0.00%	55,556	-	-	704,000	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.24%	0.00%	35,814	35,814	100.00%	454,123	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	0.00%	35,112	35,112	100.00%	445,220	Jun 30, 2024
NORTHERN TRUST CORP	0.22%	0.00%	31,680	6,156	24.12%	401,702,000	Jun 30, 2024
INVESCO LTD.	0.17%	0.00%	25,374	25,374	100.00%	321,742	Jun 30, 2024

Seven Hills Realty Trust's largest institutional shareholder is BLACKROCK INC., holding 5.56% of the company's total share outstanding, currently valued at $10.34M. The top 10 institutional shareholders own together 24.45% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MATISSE CAPITAL	0.97%	0.89%	142,000	-	-	1,800,560	Jun 30, 2024
CRESCENT GROVE ADVISORS, LLC	0.69%	0.14%	101,870	62,295	157.41%	1,291,712	Jun 30, 2024
INDEPENDENT ADVISOR ALLIANCE	2.10%	0.13%	308,257	1,000	0.33%	3,908,700	Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC	0.09%	0.03%	12,544	12,544	100.00%	159,058	Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.	0.05%	0.01%	7,400	-5,500	-42.64%	93,832	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.12%	0.01%	16,999	8,881	109.40%	215,548	Jun 30, 2024
BAILARD, INC.	0.11%	0.01%	16,500	16,500	100.00%	209,220	Jun 30, 2024
SCOTIA CAPITAL INC.	0.53%	0.01%	77,397	-	-	981,377	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.91%	0.01%	133,225	-17,087	-11.37%	1,688,000	Jun 30, 2024
LIDO ADVISORS, LLC	0.48%	0.01%	70,588	-	-	895,056	Jun 30, 2024
TFC FINANCIAL MANAGEMENT, INC.	0.01%	0.00%	1,441	-	-	18,272	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.90%	0.00%	132,400	-45,000	-25.37%	1,678,832	Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	0.00%	55,556	-	-	704,000	Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.54%	0.00%	79,483	79,483	100.00%	1,007,844	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.46%	0.00%	66,840	-111,898	-62.60%	848,000	Jun 30, 2024
MORGAN STANLEY	5.03%	0.00%	737,721	1,055	0.14%	9,354,304	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.05%	0.00%	6,880	6,880	100.00%	87,307	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.04%	0.00%	5,342	-	-	67,737	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.14%	0.00%	314,366	173,908	123.81%	3,986,589	Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	0.00%	3,492	3,492	100.00%	44,279	Jun 30, 2024

The largest Seven Hills Realty Trust shareholder by % of total assets is MATISSE CAPITAL. The company owns 142.00K shares of Seven Hills Realty Trust (SEVN), representing 0.89% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	5.56%	0.00%	815,264	560,286	219.74%	10,337,547	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.14%	0.00%	314,366	173,908	123.81%	3,986,589	Jun 30, 2024
STATE STREET CORP	1.02%	0.00%	150,169	93,960	167.16%	1,904,143,000	Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.54%	0.00%	79,483	79,483	100.00%	1,007,844	Jun 30, 2024
VANGUARD GROUP INC	5.13%	0.00%	753,051	63,022	9.13%	9,548,687	Jun 30, 2024
CRESCENT GROVE ADVISORS, LLC	0.69%	0.14%	101,870	62,295	157.41%	1,291,712	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.24%	0.00%	35,814	35,814	100.00%	454,123	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	0.00%	35,112	35,112	100.00%	445,220	Jun 30, 2024
INVESCO LTD.	0.17%	0.00%	25,374	25,374	100.00%	321,742	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.11%	0.00%	16,624	16,624	100.00%	210,792	Jun 30, 2024
BAILARD, INC.	0.11%	0.01%	16,500	16,500	100.00%	209,220	Jun 30, 2024
BARCLAYS PLC	0.10%	0.00%	14,100	14,100	100.00%	179,000	Jun 30, 2024
RHUMBLINE ADVISERS	0.09%	0.00%	13,108	13,108	100.00%	166,204	Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC	0.09%	0.03%	12,544	12,544	100.00%	159,058	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.12%	0.01%	16,999	8,881	109.40%	215,548	Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND	0.06%	0.00%	8,200	8,200	100.00%	104,000	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.05%	0.00%	6,880	6,880	100.00%	87,307	Jun 30, 2024
NORTHERN TRUST CORP	0.22%	0.00%	31,680	6,156	24.12%	401,702,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.05%	-	6,806	5,480	413.27%	86,298	Jun 30, 2024
ROYAL BANK OF CANADA	0.13%	0.00%	19,700	4,724	31.54%	249,000	Jun 30, 2024

As of Jun 30 2024, Seven Hills Realty Trust's largest institutional buyer is BLACKROCK INC.. The company purchased 560.29K stocks of SEVN, valued at $10.34M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.08%	0.00%	12,163	-162,672	-93.04%	154,227	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.46%	0.00%	66,840	-111,898	-62.60%	848,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.55%	0.00%	80,083	-59,473	-42.62%	1,015,447	Jun 30, 2024
LAURION CAPITAL MANAGEMENT LP	-	-	-	-46,480	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.90%	0.00%	132,400	-45,000	-25.37%	1,678,832	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-37,132	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-27,288	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	0.05%	-	6,989	-18,174	-72.23%	88,621	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.91%	0.01%	133,225	-17,087	-11.37%	1,688,000	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-14,507	-100.00%	-	Jun 30, 2024
JUMP FINANCIAL, LLC	-	-	-	-13,564	-100.00%	-	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-12,812	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-12,540	-100.00%	-	Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.	0.05%	0.01%	7,400	-5,500	-42.64%	93,832	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-2,628	-100.00%	-	Jun 30, 2024
MACQUARIE GROUP LTD	-	-	-	-391	-100.00%	-	Jun 30, 2024
WESTSIDE INVESTMENT MANAGEMENT, INC.	-	-	-	-288	-100.00%	-	Jun 30, 2024
ANCORA ADVISORS, LLC	-	-	-	-135	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-100	-100.00%	-	Jun 30, 2024
MATISSE CAPITAL	0.97%	0.89%	142,000	-	-	1,800,560	Jun 30, 2024

As of Jun 30 2024, Seven Hills Realty Trust's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.16M shares of SEVN, valued at $154.23K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.54%	0.00%	79,483	79,483	100.00%	1,007,844	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.24%	0.00%	35,814	35,814	100.00%	454,123	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	0.00%	35,112	35,112	100.00%	445,220	Jun 30, 2024
INVESCO LTD.	0.17%	0.00%	25,374	25,374	100.00%	321,742	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.11%	0.00%	16,624	16,624	100.00%	210,792	Jun 30, 2024
BAILARD, INC.	0.11%	0.01%	16,500	16,500	100.00%	209,220	Jun 30, 2024
BARCLAYS PLC	0.10%	0.00%	14,100	14,100	100.00%	179,000	Jun 30, 2024
RHUMBLINE ADVISERS	0.09%	0.00%	13,108	13,108	100.00%	166,204	Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC	0.09%	0.03%	12,544	12,544	100.00%	159,058	Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND	0.06%	0.00%	8,200	8,200	100.00%	104,000	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.05%	0.00%	6,880	6,880	100.00%	87,307	Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	0.00%	3,492	3,492	100.00%	44,279	Jun 30, 2024
STRS OHIO	0.02%	0.00%	2,400	2,400	100.00%	30,432,000	Jun 30, 2024
LEGAL & GENERAL GROUP PLC	0.01%	-	1,116	1,116	100.00%	14,151	Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	-	927	927	100.00%	11,754	Jun 30, 2024
AMALGAMATED BANK	0.00%	0.00%	442	442	100.00%	6,000	Jun 30, 2024
CWM, LLC	0.00%	-	111	111	100.00%	1,000	Jun 30, 2024

Seven Hills Realty Trust's largest new institutional shareholder by number of shares is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., purchased 79.48K shares, valued at $1.01M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LAURION CAPITAL MANAGEMENT LP	-	-	-	-46,480	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-37,132	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-27,288	-100.00%	-	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-14,507	-100.00%	-	Jun 30, 2024
JUMP FINANCIAL, LLC	-	-	-	-13,564	-100.00%	-	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-12,812	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-12,540	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-2,628	-100.00%	-	Jun 30, 2024
MACQUARIE GROUP LTD	-	-	-	-391	-100.00%	-	Jun 30, 2024
WESTSIDE INVESTMENT MANAGEMENT, INC.	-	-	-	-288	-100.00%	-	Jun 30, 2024
ANCORA ADVISORS, LLC	-	-	-	-135	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-100	-100.00%	-	Jun 30, 2024

Seven Hills Realty Trust's largest sold out institutional shareholder by shares sold is LAURION CAPITAL MANAGEMENT LP, sold -46.48K shares, valued at -, as of undefined.

Seven Hills Realty Trust Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Modern Capital Funds Trust	1.02%	79,918	2,379	3.07%	Mar 31, 2024
SPECIAL OPPORTUNITIES FUND, INC.	0.63%	274,093	-	-	Mar 31, 2024
Modern Capital Funds Trust	0.39%	30,483	-	-	Mar 31, 2024
Starboard Investment Trust	0.34%	200,000	-	-	Feb 29, 2024
Starboard Investment Trust	0.17%	100,000	-	-	Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III	0.13%	1,584,687	-235,460	-12.94%	Jan 31, 2024
Brinker Capital Destinations Trust	0.03%	2,141,022	-	-	Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS	0.02%	12,900	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	664,482	-180,364	-21.35%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	123,511	12,946	11.71%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	7,894	-609	-7.16%	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	5,666	-	-	Jan 31, 2024
RBC FUNDS TRUST	0.00%	14,100	-	-	Mar 28, 2024
ALLSPRING MASTER TRUST	0.00%	3,792	-	-	Feb 29, 2024
iSHARES TRUST	0.00%	214,578	27,152	14.49%	Mar 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	1,190	1,190	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	1,932	344	21.66%	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	2,020	-150	-6.91%	Mar 31, 2024

Seven Hills Realty Trust's largest mutual fund holder by % of total assets is "Modern Capital Funds Trust", owning 79.92K shares, compromising 1.02% of its total assets.

Seven Hills Realty Trust Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	50	6.38%
31 Mar, 24	47	-6.00%
31 Dec, 23	50	19.05%
30 Sep, 23	42	23.53%
30 Jun, 23	34	-5.56%
31 Mar, 23	36	2.86%
31 Dec, 22	35	6.06%
30 Sep, 22	33	6.45%
30 Jun, 22	31	19.23%
31 Mar, 22	26	-7.14%
31 Dec, 21	28	1300.00%
30 Sep, 21	2	-

As of 30 Jun 24, 50 institutions are holding Seven Hills Realty Trust's shares, representing an increase of 6.38% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	4,308,641	8.02%
31 Mar, 24	3,988,776	4.24%
31 Dec, 23	3,826,380	6.54%
30 Sep, 23	3,591,642	18.34%
30 Jun, 23	3,035,007	-19.33%
31 Mar, 23	3,762,040	13.07%
31 Dec, 22	3,327,204	0.80%
30 Sep, 22	3,300,714	3.27%
30 Jun, 22	3,196,054	22.73%
31 Mar, 22	2,604,041	-12.93%
31 Dec, 21	2,990,816	83958.91%
30 Sep, 21	3,558	-

Seven Hills Realty Trust (SEVN) has 4.31M shares outstanding as of 30 Jun 24, up 8.02% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	29.36%	3.95%
31 Mar, 24	27.27%	3.99%
31 Dec, 23	26.14%	4.32%
30 Sep, 23	24.59%	5.68%
30 Jun, 23	20.81%	3.13%
31 Mar, 23	25.80%	4.95%
31 Dec, 22	22.82%	4.44%
30 Sep, 22	22.68%	4.68%
30 Jun, 22	22.01%	6.83%
31 Mar, 22	17.95%	4.22%
31 Dec, 21	20.62%	1713882.13%
30 Sep, 21	0.03%	-

As of 30 Jun 24, Seven Hills Realty Trust is held by 29.36% institutional shareholders, representing a 3.95% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	33	32.00%
31 Mar, 24	25	-21.88%
31 Dec, 23	32	60.00%
30 Sep, 23	20	66.67%
30 Jun, 23	12	-36.84%
31 Mar, 23	19	5.56%
31 Dec, 22	18	12.50%
30 Sep, 22	16	-
30 Jun, 22	16	23.08%
31 Mar, 22	13	-51.85%
31 Dec, 21	27	1250.00%
30 Sep, 21	2	-

33 institutional shareholders have increased their position in SEVN stock as of 30 Jun 24 compared to 25 in the previous quarter (a 32.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	8	-20.00%
31 Mar, 24	10	42.86%
31 Dec, 23	7	-36.36%
30 Sep, 23	11	83.33%
30 Jun, 23	6	20.00%
31 Mar, 23	5	-37.50%
31 Dec, 22	8	-11.11%
30 Sep, 22	9	50.00%
30 Jun, 22	6	50.00%
31 Mar, 22	4	300.00%
31 Dec, 21	1	-
30 Sep, 21	-	-

8 institutional shareholders have reduced their position in SEVN stock as of 30 Jun 24 compared to 10 in the previous quarter (a -20.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	50	6.38%	4,308,641	8.02%	29.36%	3.95%	33	32.00%	8	-20.00%
31 Mar, 24	47	-6.00%	3,988,776	4.24%	27.27%	3.99%	25	-21.88%	10	42.86%
31 Dec, 23	50	19.05%	3,826,380	6.54%	26.14%	4.32%	32	60.00%	7	-36.36%
30 Sep, 23	42	23.53%	3,591,642	18.34%	24.59%	5.68%	20	66.67%	11	83.33%
30 Jun, 23	34	-5.56%	3,035,007	-19.33%	20.81%	3.13%	12	-36.84%	6	20.00%
31 Mar, 23	36	2.86%	3,762,040	13.07%	25.80%	4.95%	19	5.56%	5	-37.50%
31 Dec, 22	35	6.06%	3,327,204	0.80%	22.82%	4.44%	18	12.50%	8	-11.11%
30 Sep, 22	33	6.45%	3,300,714	3.27%	22.68%	4.68%	16	-	9	50.00%
30 Jun, 22	31	19.23%	3,196,054	22.73%	22.01%	6.83%	16	23.08%	6	50.00%
31 Mar, 22	26	-7.14%	2,604,041	-12.93%	17.95%	4.22%	13	-51.85%	4	300.00%
31 Dec, 21	28	1300.00%	2,990,816	83958.91%	20.62%	1713882.13%	27	1250.00%	1	-
30 Sep, 21	2	-	3,558	-	0.03%	-	2	-	-	-

Seven Hills Realty Trust Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 28, 2023	GILMORE BARBARA D.	director	-	P-Purchase	Buy	2,000	$10.86	$21.72K	20,000
Aug 28, 2023	GILMORE BARBARA D.	director	-	P-Purchase	Buy	2,000	$10.87	$21.74K	2,000

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 28, 2023	GILMORE BARBARA D.	director	-	P-Purchase	Buy	2,000	$10.86	$21.72K	20,000
Aug 28, 2023	GILMORE BARBARA D.	director	-	P-Purchase	Buy	2,000	$10.87	$21.74K	2,000

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 03, 2024	LAMKIN WILLIAM A.	director	-	G-Gift	Sell	4,735	-	-	-
Mar 07, 2024	DIAZ FERNANDO	officer	CFO & Treasurer		Sell	-	-	-	5,553
Oct 04, 2023	Jordan Matthew P.	director	-	F-InKind	Sell	902	$10.75	$9.70K	42,753
Oct 04, 2023	DIAZ FERNANDO	officer	CFO & Treasurer	F-InKind	Sell	70	$10.75	$752.50	4,686
Oct 02, 2023	DIAZ FERNANDO	officer	CFO & Treasurer		Sell	-	-	-	4,756

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 03, 2024	Jordan Matthew P.	director	-	A-Award	Buy	4,735	-	-	63,036
Jun 03, 2024	LAMKIN WILLIAM A.	director	-	G-Gift	Buy	4,735	-	-	22,831
Jun 03, 2024	LAMKIN WILLIAM A.	director	-	A-Award	Buy	4,735	-	-	4,735
Jun 03, 2024	LAMKIN WILLIAM A.	director	-	G-Gift	Sell	4,735	-	-	-
Jun 03, 2024	PORTNOY ADAM D.	director, 10 percent owner		A-Award	Buy	4,735	-	-	192,161
Jun 03, 2024	GILMORE BARBARA D.	director	-	A-Award	Buy	4,735	-	-	24,735
Jun 03, 2024	Morea Joseph	director	-	A-Award	Buy	4,735	-	-	32,614
Jun 03, 2024	SOMERS JEFFREY P.	director	-	A-Award	Buy	4,735	-	-	28,046
Mar 07, 2024	DIAZ FERNANDO	officer	CFO & Treasurer		Sell	-	-	-	5,553
Oct 04, 2023	Jordan Matthew P.	director	-	F-InKind	Sell	902	$10.75	$9.70K	42,753
Oct 04, 2023	DIAZ FERNANDO	officer	CFO & Treasurer	F-InKind	Sell	70	$10.75	$752.50	4,686
Oct 02, 2023	DIAZ FERNANDO	officer	CFO & Treasurer		Sell	-	-	-	4,756
Sep 15, 2023	Lorenzini Thomas J.	officer	President and CIO	A-Award	Buy	3,500	-	-	13,347
Sep 15, 2023	Jordan Matthew P.	director	-	A-Award	Buy	10,000	-	-	43,655
Sep 15, 2023	Sy Tiffany R	officer	CFO and Treasurer	A-Award	Buy	3,500	-	-	7,500
Aug 28, 2023	GILMORE BARBARA D.	director	-	P-Purchase	Buy	2,000	$10.86	$21.72K	20,000
Aug 28, 2023	GILMORE BARBARA D.	director	-	P-Purchase	Buy	2,000	$10.87	$21.74K	2,000
May 23, 2023	PORTNOY ADAM D.	director, 10 percent owner		A-Award	Buy	6,000	-	-	187,426
May 23, 2023	Morea Joseph	director	-	A-Award	Buy	6,000	-	-	27,879
May 23, 2023	SOMERS JEFFREY P.	director	-	A-Award	Buy	6,000	-	-	23,311

The last insider sell of Seven Hills Realty Trust's stock was made by LAMKIN WILLIAM A. on Jun 03 2024, selling 4,735 shares at - per share (valued at -). The last insider buy of SEVN was made by GILMORE BARBARA D. on Aug 28 2023, buying 2,000 shares at $10.86 per share (worth $21.72K).

Seven Hills Realty Trust Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	-	3	-
Q3 2023	5	-	-
Q2 2023	9	1	900.00%
Q4 2022	2	2	100.00%
Q3 2022	2	3	66.67%
Q2 2022	8	1	800.00%
Q1 2022	-	-	-
Q4 2021	12	5	240.00%
Q3 2021	6	2	300.00%
Q2 2021	5	-	-
Q1 2021	-	-	-
Q2 2020	-	-	-
Q1 2019	-	-	-
Q3 2017	17	13	130.77%
Q1 2017	1	-	-
Q2 2016	-	-	-
Q4 2015	1	-	-
Q2 2015	-	1	-
Q2 2013	2	-	-
Q1 2012	13	-	-

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Seven Hills Realty Trust's insiders, as of Q4 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	-	-	-
Q3 2023	2	-	-
Q2 2023	1	-	-
Q4 2022	2	-	-
Q3 2022	-	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q4 2021	2	-	-
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	-	-	-
Q2 2020	-	-	-
Q1 2019	-	-	-
Q3 2017	-	-	-
Q1 2017	1	-	-
Q2 2016	-	-	-
Q4 2015	1	-	-
Q2 2015	-	-	-
Q2 2013	2	-	-
Q1 2012	-	-	-

As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Seven Hills Realty Trust's stocks.

Seven Hills Realty Trust Peer Ownership

Ticker	Company
RITM	Rithm Capital Corp.
AOMR	Angel Oak Mortgage, Inc.
FBRT	Franklin BSP Realty Trust, Inc.
NREF	NexPoint Real Estate Finance, Inc.
REFI	Chicago Atlantic Real Estate Finance, Inc.

SEVN Ownership FAQ

Who Owns Seven Hills Realty Trust?

Seven Hills Realty Trust is owned by institutional shareholders (29.36%), insiders (3.20%), and public (67.44%). The largest institutional shareholder of Seven Hills Realty Trust is BLACKROCK INC. (5.56% of total shares) and the top mutual fund owner is Modern Capital Funds Trust (1.02% of total shares).

Who are the major institutional shareholders of Seven Hills Realty Trust?

Seven Hills Realty Trust's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, MORGAN STANLEY, GEODE CAPITAL MANAGEMENT, LLC, and INDEPENDENT ADVISOR ALLIANCE. The top five shareholders own together 19.96% of the company's share outstanding.

How many Seven Hills Realty Trust shareholders are there?

As of Jun 2024, there are 50 institutional shareholders of Seven Hills Realty Trust.

What percentage of Seven Hills Realty Trust is owned by BLACKROCK INC?

BLACKROCK INC owns 815.26K shares of Seven Hills Realty Trust, representing 5.56% of the company's total shares outstanding, valued at $10.34M (as of Jun 2024).

What percentage of Seven Hills Realty Trust is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 753.05K shares of Seven Hills Realty Trust (SEVN), compromising 5.13% of the company, valued at $9.55M.

What percentage of Seven Hills Realty Trust is owned by MORGAN STANLEY?

MORGAN STANLEY is the third largest holder of Seven Hills Realty Trust. The company owns 737.72K of the company's shares outstanding (worth $9.35M).