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SEVN

Seven Hills Realty Trust

29 hedge funds and large institutions have $24.1M invested in Seven Hills Realty Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $22.9M → $24.1M (+$1.19M)

0.83% more ownership

Funds ownership: 18.99%19.83% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3129 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.17M +$1.5M +123,275 +40%
MC
2
Matisse Capital
Oregon
$3.61M -$14.6K -1,200 -0.4%
RJA
3
Raymond James & Associates
Florida
$3.31M -$183K -15,091 -5%
BI
4
Bulldog Investors
New Jersey
$3.2M
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.23M +$126K +10,357 +6%
LCM
6
Landscape Capital Management
New Jersey
$1.53M -$53.5K -4,411 -3%
MIG
7
Mariner Investment Group
New York
$1.48M +$317K +26,147 +27%
RR
8
Robotti Robert
$743K
Goldman Sachs
9
Goldman Sachs
New York
$701K
Bank of America
10
Bank of America
North Carolina
$379K -$80.1K -6,598 -17%
6M
11
6 Meridian
Kansas
$350K -$75.4K -6,210 -17%
Wells Fargo
12
Wells Fargo
California
$345K -$46.7K -3,847 -12%
SC
13
Scotia Capital
Ontario, Canada
$314K
PAG
14
Private Advisor Group
New Jersey
$251K +$109K +9,000 +75%
RJT
15
Raymond James Trust
Florida
$125K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$117K -$3.99K -329 -3%
UBS Group
17
UBS Group
Switzerland
$111K -$59.6K -4,908 -35%
JPLA
18
Joseph P. Lucia & Associates
New York
$79K
Osaic Holdings
19
Osaic Holdings
Arizona
$29K
TFM
20
TFC Financial Management
Massachusetts
$17K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12.7K +1,046 New
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$7K
WT
23
Whittier Trust
California
$6K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K
AA
25
Ancora Advisors
Ohio
$2K

SEVN Hedge Fund Activity: Q2 2021 in Review

29 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2021, worth a combined $24.1M — up 5.2% from $22.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SEVN and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $1.5M. The largest seller was Raymond James & Associates, cutting an estimated $183K.

  • 29 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2021, down from 31 in Q1 2021.
  • Funds reported $24.1M of Seven Hills Realty Trust stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 3 funds opened new Seven Hills Realty Trust positions in Q2 2021 and 5 closed out, a net change of -2 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2021 was Morgan Stanley, an estimated $1.5M added.
  • The largest Seven Hills Realty Trust seller in Q2 2021 was Raymond James & Associates, an estimated $183K sold.

Based on aggregated 13F filings for Q2 2021.