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

OverviewForecastRevenueFinancialsChartTranscripts

Seven Hills Realty Trust Ownership Summary

Seven Hills Realty Trust is owned by 30.10% institutional investors, 3.32% insiders, and 66.58% 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

TypeName% Inst% Insiders% Retail
StockSeven Hills Realty Trust30.10%3.32%66.58%
SectorReal Estate Stocks 63.96%7.35%28.68%
IndustryMortgage REIT Stocks45.17%4.40%50.43%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv483.51K3.26%-
iShares Russell 2000 ETF319.35K2.15%-714.00
iShares Mortgage Real Estate Capped ETF199.95K1.35%1.66K
Vanguard Institutional Extnd Mkt Idx Tr180.97K1.22%-
Fidelity Small Cap Index145.50K0.98%-2.25K
iShares Russell 2000 Value ETF137.51K0.93%-
Fidelity Extended Market Index81.09K0.55%1.01K
Modern Capital Tactical Income A64.33K0.43%-15.59K
Matisse Discounted Cl-End Fd Strat Instl60.03K0.40%-28.84K
Vanguard Russell 2000 ETF58.59K0.40%-374.00

Recent Insider Transactions

DateNameRoleActivityValue
Aug 25, 2023GILMORE BARBARA D.-Buy$21.74K
Aug 25, 2023GILMORE BARBARA D.-Buy$21.72K
Apr 27, 2023Sy Tiffany R CFO and TreasurerBuy$9.86K
Nov 29, 2022Sy Tiffany R CFO and TreasurerBuy$9.53K
Nov 29, 2022Lorenzini Thomas J. PresidentBuy$9.57K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2023 Q4--
2023 Q32-

SEVN Ownership FAQ

Who Owns Seven Hills Realty Trust?

Seven Hills Realty Trust shareholders are primarily institutional investors at 30.10%, followed by 3.32% insiders and 66.58% retail investors. The average institutional ownership in Seven Hills Realty Trust's industry, Mortgage REIT Stocks, is 45.17%, which Seven Hills Realty Trust falls below.

Who owns the most shares of Seven Hills Realty Trust?

Seven Hills Realty Trust’s largest shareholders are Blackrock (815.26K shares, 5.56%), Vanguard group (753.05K shares, 5.13%), and Morgan stanley (737.72K shares, 5.03%). Together, they hold 15.71% of Seven Hills Realty Trust’s total shares outstanding.

Does Blackrock own Seven Hills Realty Trust?

Yes, BlackRock owns 5.56% of Seven Hills Realty Trust, totaling 815.26K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.34M$. In the last quarter, BlackRock increased its holdings by 560.29K shares, a 219.74% change.

Who is Seven Hills Realty Trust’s biggest shareholder by percentage of total assets invested?

Crescent grove advisors is Seven Hills Realty Trust’s biggest shareholder by percentage of total assets invested, with 0.14% of its assets in 101.87K Seven Hills Realty Trust shares, valued at 1.29M$.

Who is the top mutual fund holder of Seven Hills Realty Trust shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Seven Hills Realty Trust shares, with 3.26% of its total shares outstanding invested in 483.51K Seven Hills Realty Trust shares.

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