Seven Hills Realty Trust Ownership | Who Owns Seven Hills Realty Trust?
Seven Hills Realty Trust Ownership Summary
Seven Hills Realty Trust is owned by 29.53% institutional investors, 3.32% insiders, and 67.15% retail investors. Blackrock is the largest institutional shareholder, holding 5.56% 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 | 29.53% | 3.32% | 67.15% |
| Sector | Real Estate Stocks | 66.52% | 8.05% | 25.44% |
| Industry | Mortgage REIT Stocks | 45.59% | 4.28% | 50.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 815.26K | 5.56% | $10.34M |
| Vanguard group | 753.05K | 5.13% | $9.55M |
| Morgan stanley | 737.72K | 5.03% | $9.35M |
| Geode capital management | 314.37K | 2.14% | $3.99M |
| Independent advisor alliance | 308.26K | 2.10% | $3.91M |
| State street | 150.17K | 1.02% | $1.90M |
| Acadian asset management | 133.22K | 0.91% | $1.69M |
| Renaissance | 132.40K | 0.90% | $1.68M |
| Crescent grove advisors | 101.87K | 0.69% | $1.29M |
| Goldman sachs group | 80.08K | 0.55% | $1.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Crescent grove advisors | 101.87K | 0.14% | $1.29M |
| Independent advisor alliance | 308.26K | 0.13% | $3.91M |
| Global retirement partners | 17.00K | 0.01% | $215.55K |
| Bailard | 16.50K | 0.01% | $209.22K |
| Acadian asset management | 133.22K | 0.01% | $1.69M |
| Ep wealth advisors | 37.86K | 0.01% | $480.01K |
| Lido advisors | 70.59K | 0.01% | $895.06K |
| Tfc financial management | 1.44K | 0.00% | $18.27K |
| Renaissance | 132.40K | 0.00% | $1.68M |
| Cambridge investment research advisors | 55.56K | 0.00% | $704.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 815.26K | 0.00% | 560.29K |
| Geode capital management | 314.37K | 0.00% | 173.91K |
| State street | 150.17K | 0.00% | 93.96K |
| Vanguard group | 753.05K | 0.00% | 63.02K |
| Crescent grove advisors | 101.87K | 0.14% | 62.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | - | - | -164.64K |
| Millennium management | 12.16K | 0.00% | -162.67K |
| Matisse capital | - | - | -142.00K |
| Raymond james financial services advisors | - | - | -79.48K |
| Scotia capital | - | - | -77.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bank of new york mellon | 35.81K | 0.00% | 35.81K | $454.12K |
| Charles schwab investment management | 35.11K | 0.00% | 35.11K | $445.22K |
| Invesco | 25.37K | 0.00% | 25.37K | $321.74K |
| Nuveen asset management | 16.62K | 0.00% | 16.62K | $210.79K |
| Bailard | 16.50K | 0.01% | 16.50K | $209.22K |
Sold Out
| Holder | Change |
|---|---|
| Register financial advisors | -39.00 |
| Tower research capital llc (trc) | -100.00 |
| Ancora advisors | -135.00 |
| Westside investment management | -288.00 |
| Macquarie group | -391.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 42 | 23.53% | 3,591,642 | 18.34% | 24 | 5.68% | 20 | 66.67% | 11 | 83.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 483.51K | 3.26% | - |
| iShares Russell 2000 ETF | 319.35K | 2.15% | -714.00 |
| iShares Mortgage Real Estate Capped ETF | 199.95K | 1.35% | 1.66K |
| Vanguard Institutional Extnd Mkt Idx Tr | 180.97K | 1.22% | - |
| Fidelity Small Cap Index | 145.50K | 0.98% | -2.25K |
| iShares Russell 2000 Value ETF | 137.51K | 0.93% | - |
| Fidelity Extended Market Index | 81.09K | 0.55% | 1.01K |
| Modern Capital Tactical Income A | 64.33K | 0.43% | -15.59K |
| Matisse Discounted Cl-End Fd Strat Instl | 60.03K | 0.40% | -28.84K |
| Vanguard Russell 2000 ETF | 58.59K | 0.40% | -374.00 |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 2 | - |
SEVN Ownership FAQ
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