SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

36 hedge funds and large institutions have $52.6M invested in Seven Hills Realty Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.08M
2
Wells Fargo
Wells Fargo
California
+$659K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$359K
4
JPLA
Joseph P. Lucia & Associates
New York
+$120K
5
GC
Guggenheim Capital
Illinois
+$68.3K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.28M
2
Morgan Stanley
Morgan Stanley
New York
-$685K
3
Bank of America
Bank of America
North Carolina
-$330K
4
OC
Oppenheimer & Co
New York
-$282K
5
WAM
Wolverine Asset Management
Illinois
-$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$120K +$120K +6,572 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$53K – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$53K +$22.1K +1,200 +72%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$47K +$844 +46 +2%
AAM
30
Advisors Asset Management
Colorado
$39K +$16.2K +894 +71%
GSWM
31
Golden State Wealth Management
California
$18K – – –
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$5K +$5K +296 New
US Bancorp
34
US Bancorp
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AG
36
Advisor Group
Arizona
$2K +$2K +100 New
OC
37
Oppenheimer & Co
New York
– -$282K -15,100 Closed
CIA
38
Capital Investment Advisors
Georgia
– -$187K -9,992 Closed
CAL
39
Capital Advisors Ltd
Ohio
– -$105K -5,634 Closed
SHIM
40
Stone House Investment Management
Pennsylvania
– -$18K -974 Closed
AF
41
Advisornet Financial
Minnesota
– -$17K -929 Closed
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