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SEVN

Seven Hills Realty Trust

65 hedge funds and large institutions have $53.6M invested in Seven Hills Realty Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,108% more call options, than puts

Call options by funds: $157K | Put options by funds: $13K

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

8% more funds holding

Funds holding: 6065 (+5)

0.03% less ownership

Funds ownership: 29.83%29.8% (-0.03%)

3% less capital invested

Capital invested by funds: $55.5M → $53.6M (-$1.91M)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
16
Closed
7
Calls
$157K
Puts
$13K
Net Calls
+$144K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
51
Trust Company of Toledo
Ohio
$4.92K +$4.79K +408 New
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.62K
SCM
53
Sterling Capital Management
North Carolina
$4.36K +$1.64K +140 +63%
PWMG
54
Private Wealth Management Group
New Jersey
$3.19K -$2K -170 -39%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.49K +127 +91%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$2.1K
Simplex Trading
57
Simplex Trading
Illinois
$2K -$7.6K -647 -79%
EWA
58
EverSource Wealth Advisors
Alabama
$1.41K +$1.37K +117 New
C
59
Covestor
United Kingdom
$1K -$599 -51 -45%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$459 +$446 +38 New
GI
61
GAMMA Investing
California
$314 -$305 -26 -50%
IA
62
IFP Advisors
Florida
$289 +$282 +24 New
EP
63
Essential Partners
California
$109 +$106 +9 New
AF
64
Allworth Financial
California
$37 +$35 +3 New
HNB
65
Huntington National Bank
Ohio
$24
B
66
Bailard
California
-$572K -45,811 Closed
CGA
67
Crescent Grove Advisors
Illinois
-$298K -23,871 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$122K -10,378 Closed
MIM
69
MetLife Investment Management
New Jersey
-$99.9K -8,000 Closed
CF
70
Corebridge Financial
Texas
-$78.3K -6,265 Closed
Russell Investments Group
71
Russell Investments Group
United Kingdom
-$2.82K -226 Closed
RIL
72
Rothschild Investment LLC
Illinois
-$375 -30 Closed

SEVN Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2025, worth a combined $53.6M — down 3.4% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SEVN positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Smith Asset Management, opening a new position worth an estimated $388K. The largest seller was Bailard, exiting entirely with an estimated $572K sold.

  • 65 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2025, up from 60 in Q1 2025.
  • Funds reported $53.6M of Seven Hills Realty Trust stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 12 funds opened new Seven Hills Realty Trust positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2025 was Smith Asset Management, an estimated $388K added.
  • The largest Seven Hills Realty Trust seller in Q2 2025 was Bailard, an estimated $572K sold.

Based on aggregated 13F filings for Q2 2025.