Seven Hills Realty Trust
SEVN
25 hedge funds and large institutions have $22.9M invested in Seven Hills Realty Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.
1.94% more ownership
Funds ownership: 19.83% → 21.77% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $24.1M → $22.9M (-$1.19M)
14% less funds holding
Funds holding: 29 → 25 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.71M |
| 2 |
Morgan Stanley
New York
|
+$210K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$206K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$175K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.23M |
| 2 |
6M
6 Meridian
Wichita,
Kansas
|
-$350K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$246K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$163K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
6M
26
6 Meridian
Wichita,
Kansas
| – | -$350K | -29,370 | Closed |
|
|
JPLA
27
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$79K | -6,627 | Closed |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12K | -1,046 | Closed |
|
|
WT
29
Whittier Trust
South Pasadena,
California
| – | -$6K | -513 | Closed |
|
SEVN Hedge Fund Activity: Q3 2021 in Review
25 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2021, worth a combined $22.9M — down 4.9% from $24.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SEVN and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $4.71M. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $2.23M sold.
- 25 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2021, down from 29 in Q2 2021.
- Funds reported $22.9M of Seven Hills Realty Trust stock for Q3 2021, down 4.9% quarter-over-quarter.
- 3 funds opened new Seven Hills Realty Trust positions in Q3 2021 and 6 closed out, a net change of -3 holders.
- The largest Seven Hills Realty Trust buyer in Q3 2021 was Independent Advisor Alliance, an estimated $4.71M added.
- The largest Seven Hills Realty Trust seller in Q3 2021 was Thomas J. Herzfeld Advisors, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2021.