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SEVN

Seven Hills Realty Trust

25 hedge funds and large institutions have $28.8M invested in Seven Hills Realty Trust in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.87% less ownership

Funds ownership: 20.61%17.74% (-2.9%)

7% less capital invested

Capital invested by funds: $31M → $28.8M (-$2.21M)

11% less funds holding

Funds holding: 2825 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.06M +$939K +85,538 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.99M +$279K +25,419 +5%
BI
3
Bulldog Investors
New Jersey
$3.06M
RJA
4
Raymond James & Associates
Florida
$2.88M +$40.7K +3,708 +1%
MIG
5
Mariner Investment Group
New York
$1.88M +$15.3K +1,395 +0.8%
AC
6
Almitas Capital
California
$1.81M +$1.78M +162,494 New
RR
7
Robotti Robert
$1.29M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$910K +$198K +18,062 +28%
Goldman Sachs
9
Goldman Sachs
New York
$654K +$645K +58,767 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$611K +$602K +54,855 New
SC
11
Scotia Capital
Ontario, Canada
$563K +$110K +9,992 +25%
BlackRock
12
BlackRock
New York
$405K +$12.3K +1,116 +3%
Northern Trust
13
Northern Trust
Illinois
$239K +$20.7K +1,887 +10%
State Street
14
State Street
Massachusetts
$141K +$139K +12,680 New
UBS Group
15
UBS Group
Switzerland
$95K -$28.8K -2,621 -23%
GRP
16
Global Retirement Partners
California
$84K +$86.8K +7,905 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$62K -$8.23K -750 -12%
Wells Fargo
18
Wells Fargo
California
$37K -$4.48K -408 -11%
Bank of America
19
Bank of America
North Carolina
$20K
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
$16K
TFM
21
TFC Financial Management
Massachusetts
$16K
Osaic Holdings
22
Osaic Holdings
Arizona
$11K -$102K -9,305 -90%
AA
23
Ancora Advisors
Ohio
$2K
APA
24
American Portfolios Advisors
New York
$1.14K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$1K

SEVN Hedge Fund Activity: Q1 2022 in Review

25 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2022, worth a combined $28.8M — down 7.1% from $31M a quarter earlier.

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

The largest buyer was Morgan Stanley, adding an estimated $939K. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $5.86M sold.

  • 25 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2022, down from 28 in Q4 2021.
  • Funds reported $28.8M of Seven Hills Realty Trust stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 5 funds opened new Seven Hills Realty Trust positions in Q1 2022 and 8 closed out, a net change of -3 holders.
  • The largest Seven Hills Realty Trust buyer in Q1 2022 was Morgan Stanley, an estimated $939K added.
  • The largest Seven Hills Realty Trust seller in Q1 2022 was Independent Advisor Alliance, an estimated $5.86M sold.

Based on aggregated 13F filings for Q1 2022.