We are live on ! Find out more
SEVN

Seven Hills Realty Trust

90 hedge funds and large institutions have $62.3M invested in Seven Hills Realty Trust in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

18% more funds holding

Funds holding: 7690 (+14)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

7% less capital invested

Capital invested by funds: $66.8M → $62.3M (-$4.43M)

16.1% less ownership

Funds ownership: 49.67%33.56% (-16%)

88% less call options, than puts

Call options by funds: $90K | Put options by funds: $748K

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
27
Reduced
26
Closed
6
Calls
$90K
Puts
$748K
Net Calls
-$658K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
C
76
Covestor
United Kingdom
$1K +$87 +10 +12%
Optiver Holding
77
Optiver Holding
Netherlands
$937 -$1.11K -128 -53%
AFC
78
Ares Financial Consulting
California
$710
EP
79
Essential Partners
California
$518 +$546 +63 New
RIL
80
Rothschild Investment LLC
Illinois
$411 -$372 -43 -46%
AF
81
Allworth Financial
California
$276 +$294 +34 New
EWA
82
EverSource Wealth Advisors
Alabama
$214 +$225 +26 New
TFA
83
Transamerica Financial Advisors
Florida
$205 +$217 +25 New
TWD
84
True Wealth Design
Ohio
$91 +$95 +11 New
IA
85
IFP Advisors
Florida
$82 +$52 +6 +150%
AAP
86
Arax Advisory Partners
Colorado
$74 +$78 +9 New
MCM
87
MAI Capital Management
Ohio
$42 +$43 +5 New
FFA
88
Farther Finance Advisors
California
$33 +$35 +4 New
HNB
89
Huntington National Bank
Ohio
$16
SNB
90
Security National Bank
Nebraska
$8 +$9 +1 New
Citadel Advisors
91
Citadel Advisors
Florida
-$563K -64,985 Closed
EWA
92
EP Wealth Advisors
California
-$97.5K -10,954 Closed
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
-$22.2K -2,500 Closed
PWMG
94
Private Wealth Management Group
New Jersey
-$6.57K -738 Closed
AB
95
Amalgamated Bank
New York
-$6K -694 Closed
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.4K -383 Closed