We are live on ! Find out more
SEVN

Seven Hills Realty Trust

71 hedge funds and large institutions have $47.8M invested in Seven Hills Realty Trust in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

9% more funds holding

Funds holding: 6571 (+6)

0.95% more ownership

Funds ownership: 29.8%30.75% (+0.95%)

11% less capital invested

Capital invested by funds: $53.6M → $47.8M (-$5.84M)

35% less call options, than puts

Call options by funds: $186K | Put options by funds: $284K

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
13
Closed
4
Calls
$186K
Puts
$284K
Net Calls
-$98K
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$10.1K
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$9.57K +$11 +1 +0.1%
Simplex Trading
53
Simplex Trading
Illinois
$9K +$7.83K +718 +425%
AB
54
Amalgamated Bank
New York
$5K
Comerica Bank
55
Comerica Bank
Texas
$4.98K
TCOT
56
Trust Company of Toledo
Ohio
$4.21K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.22K +112 +42%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.95K
PWMG
59
Private Wealth Management Group
New Jersey
$3.15K +$447 +41 +16%
EP
60
Essential Partners
California
$2.7K +$2.76K +253 +2,811%
Optiver Holding
61
Optiver Holding
Netherlands
$2.5K +$2.64K +242 New
Citigroup
62
Citigroup
New York
$2.43K -$50.7K -4,652 -95%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.84K
C
64
Covestor
United Kingdom
$1K +$273 +25 +40%
AAP
65
Arax Advisory Partners
Colorado
$372 +$392 +36 New
EWA
66
EverSource Wealth Advisors
Alabama
$268 -$992 -91 -78%
ASN
67
Advisory Services Network
Georgia
$227 +$240 +22 New
IA
68
IFP Advisors
Florida
$113 -$142 -13 -54%
TWD
69
True Wealth Design
Ohio
$42 +$44 +4 New
HNB
70
Huntington National Bank
Ohio
$21
AF
71
Allworth Financial
California
$11 -$22 -2 -67%
Deutsche Bank
72
Deutsche Bank
Germany
-$263K -21,824 Closed
Raymond James Financial
73
Raymond James Financial
Florida
-$41K -3,400 Closed
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
-$459 -38 Closed
GI
75
GAMMA Investing
California
-$314 -26 Closed

SEVN Hedge Fund Activity: Q3 2025 in Review

71 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2025, worth a combined $47.8M — down 11% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEVN positions and 4 closed out — a net gain of 7 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Adapt Wealth Advisors, opening a new position worth an estimated $774K. The largest seller was State Street, cutting an estimated $263K.

  • 71 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2025, up from 65 in Q2 2025.
  • Funds reported $47.8M of Seven Hills Realty Trust stock for Q3 2025, down 11% quarter-over-quarter.
  • 11 funds opened new Seven Hills Realty Trust positions in Q3 2025 and 4 closed out, a net change of +7 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2025 was Adapt Wealth Advisors, an estimated $774K added.
  • The largest Seven Hills Realty Trust seller in Q3 2025 was State Street, an estimated $263K sold.

Based on aggregated 13F filings for Q3 2025.