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SEVN

Seven Hills Realty Trust
SEVN

30 hedge funds and large institutions have $34.1M invested in Seven Hills Realty Trust in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

20% more funds holding

Funds holding: 25 → 30 (+5)

18% more capital invested

Capital invested by funds: $28.8M → $34.1M (+$5.3M)

4.15% more ownership

Funds ownership: 17.74% → 21.89% (+4.1%)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
10
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$6.41M
2
MC
Matisse Capital
Oregon
+$2.23M
3
Morgan Stanley
Morgan Stanley
New York
+$464K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$271K
5
State Street
State Street
Massachusetts
+$208K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.62M
2
AC
Almitas Capital
California
-$382K
3
BlackRock
BlackRock
New York
-$374K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$199K
5
Wells Fargo
Wells Fargo
California
-$2.51K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
American Portfolios Advisors
New York
$1.09K – – –
AA
27
Ancora Advisors
Ohio
$1K – – –
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SWM
29
Spire Wealth Management
Virginia
$1K +$1.09K +100 New
WIM
30
Westside Investment Management
California
$3 +$3.15K +288 New
1
2

SEVN Hedge Fund Activity: Q2 2022 in Review

30 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2022, worth a combined $34.1M — up 18% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SEVN positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $6.41M. The largest seller was Raymond James & Associates, cutting an estimated $2.62M.

  • 30 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $34.1M of Seven Hills Realty Trust stock for Q2 2022, up 18% quarter-over-quarter.
  • 5 funds opened new Seven Hills Realty Trust positions in Q2 2022 and 0 closed out, a net change of +5 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2022 was Independent Advisor Alliance, an estimated $6.41M added.
  • The largest Seven Hills Realty Trust seller in Q2 2022 was Raymond James & Associates, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2022.