SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

25 hedge funds and large institutions have $22.9M invested in Seven Hills Realty Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
3
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$4.33M
2
Morgan Stanley
Morgan Stanley
New York
$4.66M
3
MIG
Mariner Investment Group
New York
$1.47M
4
PAG
Private Advisor Group
New Jersey
$378K
5
Citadel Advisors
Citadel Advisors
Florida
$117K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
2
6M
6 Meridian
Kansas
$0
3
LCM
Landscape Capital Management
New Jersey
$1.1M
4
MC
Matisse Capital
Oregon
$2.97M
5
RJA
Raymond James & Associates
Florida
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.66M +$193K +18,714 +4%
IAA
2
Independent Advisor Alliance
North Carolina
$4.33M +$4.33M +420,303 New
MC
3
Matisse Capital
Oregon
$2.97M -$150K -14,587 -5%
BI
4
Bulldog Investors
New Jersey
$2.76M – – –
RJA
5
Raymond James & Associates
Florida
$2.74M -$118K -11,433 -4%
MIG
6
Mariner Investment Group
New York
$1.47M +$190K +18,430 +15%
LCM
7
Landscape Capital Management
New Jersey
$1.1M -$227K -22,000 -17%
RR
8
Robotti Robert
$642K – – –
Goldman Sachs
9
Goldman Sachs
New York
$606K – – –
PAG
10
Private Advisor Group
New Jersey
$378K +$161K +15,600 +74%
Wells Fargo
11
Wells Fargo
California
$284K -$13.7K -1,326 -5%
SC
12
Scotia Capital
Ontario, Canada
$272K -$5.26K -500 -2%
Bank of America
13
Bank of America
North Carolina
$247K -$79.7K -7,745 -24%
Citadel Advisors
14
Citadel Advisors
Florida
$117K +$117K +11,366 New
RJT
15
Raymond James Trust
Florida
$108K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$93K -$7.62K -745 -8%
UBS Group
17
UBS Group
Switzerland
$80K -$15.1K -1,469 -16%
FIA
18
FNY Investment Advisers
New York
$30K +$30K +3,003 New
Osaic Holdings
19
Osaic Holdings
Arizona
$25K – – –
TFM
20
TFC Financial Management
Massachusetts
$15K – – –
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
APA
22
American Portfolios Advisors
New York
$1.05K – – –
AA
23
Ancora Advisors
Ohio
$1K – – –
SWM
24
Spire Wealth Management
Virginia
$1K – – –
TJHA
25
Thomas J. Herzfeld Advisors
Florida
– -$2.23M -187,276 Closed
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