Seven Hills Realty Trust (SEVN) Ownership

NASDAQ: SEVNTop holders, insider trades and short interest.

SEVN ownership summary

as of October 18, 2026
Institutions
58.4%
of shares outstanding
Insiders
4.25%
of shares outstanding
Shares outstanding
22.7M
Float
21.8M
shares available to trade
Short interest
4.25%
732K shares short
Days to cover
4.01
short interest down 10.1% vs prior month
  • Institutions 58.38%
  • Insiders 4.25%
  • Other investors 37.37%

SEVN top institutional holders

20 largest
Seven Hills Realty Trust top institutional holders
#Holder% of sharesSharesValueChangeReported
1State Street Corp1.62%367K$2.5M+11,126 (+3.1%)June 30, 2026
2Riverbridge Partners LLC1.08%244K$1.7M+243,649 (0.0%)June 30, 2026
3Lido Advisors, LLC0.38%86K$584,660−36,932 (−30.0%)June 30, 2026
4Abel Hall LLC0.17%38K$256,995+37,849 (0.0%)June 30, 2026
5Smith Asset Management Co., LLC0.13%29K$199,124+29,326 (0.0%)June 30, 2026
6AE Wealth Management LLC0.08%19K$126,145+18,578 (0.0%)June 30, 2026
7CWM, LLC duplicate<0.01%1,069$7,259+815 (+320.9%)March 31, 2026
8Integrated Wealth Concepts LLC<0.01%451$3,062+451 (0.0%)June 30, 2026
9EverSource Wealth Advisors, LLC<0.01%119$808+119 (0.0%)June 30, 2026
10Creative Planning Inc0.00%——−11,201 (−100.0%)June 30, 2026
11Acadian Asset Management LLC0.00%——−2,682 (−100.0%)March 31, 2026
12BlackRock Inc0.00%——−1.6M (−100.0%)June 30, 2026
13Barclays PLC0.00%——−25,171 (−100.0%)June 30, 2026
14Citadel Advisors Llc0.00%——−64,985 (−100.0%)March 31, 2026
15Amvescap Plc.0.00%——−22,734 (−100.0%)June 30, 2026
16BNP Paribas Arbitrage, SA0.00%——−4,079 (−100.0%)June 30, 2026
17AQR Capital Management LLC0.00%——−15,981 (−100.0%)June 30, 2026
18Amalgamated Financial Corp0.00%——−694 (−100.0%)March 31, 2026
19Ameriprise Financial Inc0.00%——−17,300 (−100.0%)June 30, 2026
20Advisor Group Holdings, Inc.0.00%——−3,680 (−100.0%)June 30, 2026

Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 342K shares and 12 cut 1.8M.

SEVN top mutual fund and ETF holders

20 largest
Seven Hills Realty Trust top fund holders
#Holder% of sharesSharesValueChangeReported
1iShares Russell 2000 ETF3.49%791K$5.4M−9,152 (−1.1%)September 30, 2026
2Vanguard MStar Total Stk Mkt Idx Invest2.62%594K$4.0M+593,503 (0.0%)August 31, 2026
3iShares Mortgage Real Estate Capped ETF1.39%316K$2.1M−1,260 (−0.4%)September 30, 2026
4Modern Capital Tactical Income A1.37%311K$2.1M+15,593 (+5.3%)March 31, 2026
5iShares Russell 2000 Value ETF1.27%288K$2.0M+438 (+0.2%)September 30, 2026
6Fidelity Small Cap Index1.15%260K$1.8M+260,461 (0.0%)July 31, 2026
7Hoya Capital High Dividend Yield ETF0.72%163K$1.1M+408 (+0.3%)September 30, 2026
8Fidelity Extended Market Index0.63%143K$971,119+143,022 (0.0%)August 31, 2026
9Vanguard Russell 2000 ETF0.57%129K$872,848+128,549 (0.0%)August 31, 2026
10BSF Systematic US Eq Abs Ret A2 USD0.51%115K$777,727+38,140 (+49.9%)December 31, 2025
11iShares Micro-Cap ETF0.33%75K$506,595−515 (−0.7%)September 30, 2026
12Schwab Small Cap Index0.23%53K$361,425+53,229 (0.0%)August 31, 2026
13Fidelity Total Market Index0.23%51K$347,322+51,152 (0.0%)August 31, 2026
14Hotchkis & Wiley Sm Cp Divers Val I0.21%48K$322,525+47,500 (0.0%)August 31, 2026
15iShares Russell 2000 Small-Cap Idx Instl0.20%46K$313,875—August 31, 2026
16Fidelity Series Total Market Index0.17%38K$259,256+38,182 (0.0%)August 31, 2026
17Fidelity Small Cap Value Index0.15%35K$234,506+34,537 (0.0%)July 31, 2026
18GS US Sm Cp CORE Eq Base Inc USD Snap0.15%34K$228,640−5,032 (−13.0%)July 31, 2026
19Nuveen Small Cap Blend Idx R60.14%33K$221,911+32,682 (0.0%)August 31, 2026
20Principal SmallCap Value II Instl0.13%30K$205,167−416 (−1.4%)August 31, 2026

Funds report holdings monthly or quarterly; dates differ by fund.

SEVN insider transactions

latest 2
Seven Hills Realty Trust insider transactions
DateNameTransactionPriceSharesValue
2025-12-11Adam D PortnoyBuy$8.652,015,748$17.4M
2025-12-11Tremont Realty Capital LlcBuy$8.652,015,748$17.4M

Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.

SEVN shares outstanding

Shares outstanding

Year-end shares outstanding, adjusted for splits.

Who owns SEVN

Institutional investors own 58.4% of Seven Hills Realty's shares and insiders 4.25%. The largest holder is State Street Corp with 1.62% of the shares (367K), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 12 reduced their stake in the latest filings. Short interest is 4.25% of the float, or 4.01 days of average trading volume. The share count rose 62.5% since 2020.

Related: SEVN analyst forecast, SEVN key metrics, SEVN dividend history. See the SEVN stock overview for the latest quote and news.

SEVN ownership FAQ

Who owns the most Seven Hills Realty stock?

The largest shareholders of Seven Hills Realty are State Street Corp (1.62%), Riverbridge Partners LLC (1.08%), Lido Advisors, LLC (0.38%), Abel Hall LLC (0.17%), Smith Asset Management Co., LLC (0.13%).

What percentage of Seven Hills Realty is owned by institutions?

Institutions hold 58.4% of Seven Hills Realty's shares outstanding; insiders hold 4.25%.

Which funds own Seven Hills Realty?

The largest fund holders of Seven Hills Realty are iShares Russell 2000 ETF (3.49%), Vanguard MStar Total Stk Mkt Idx Invest (2.62%), iShares Mortgage Real Estate Capped ETF (1.39%), Modern Capital Tactical Income A (1.37%), iShares Russell 2000 Value ETF (1.27%).

What is Seven Hills Realty's short interest?

732K shares of Seven Hills Realty were sold short, 4.25% of the float; at the average daily volume it would take 4.01 days to cover.

Are insiders buying or selling Seven Hills Realty?

Of the latest 2 reported insider transactions in Seven Hills Realty (since December 11, 2025), 2 were purchases and 0 were sales.

How many shares of Seven Hills Realty are outstanding?

Seven Hills Realty has 22.7M shares outstanding, of which 21.8M are in the public float.

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