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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
BlackRock
1
BlackRock
New York
$10.8M +$192K +17,615 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.13M +$168K +15,373 +2%
Morgan Stanley
3
Morgan Stanley
New York
$7.86M +$174K +15,990 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.69M +$89.9K +8,248 +2%
IAA
5
Independent Advisor Alliance
North Carolina
$3.12M +$339K +31,096 +11%
State Street
6
State Street
Massachusetts
$1.85M -$263K -24,164 -12%
Northern Trust
7
Northern Trust
Illinois
$1.32M +$85.3K +7,828 +6%
Lido Advisors
8
Lido Advisors
California
$1.27M -$229 -21 -0%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.18M +$4.36K +400 +0.4%
PCM
10
Penserra Capital Management
California
$946K +$33.8K +3,102 +3%
RP
11
Riverbridge Partners
Minnesota
$883K +$275K +25,257 +42%
AWA
12
Adapt Wealth Advisors
Georgia
$732K +$774K +70,985 New
Goldman Sachs
13
Goldman Sachs
New York
$704K +$73.9K +6,780 +11%
Jane Street
14
Jane Street
New York
$571K +$79.5K +7,293 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$550K +$21.4K +1,964 +4%
Charles Schwab
16
Charles Schwab
California
$443K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$359K +$46.6K +4,270 +14%
SAM
18
Smith Asset Management
Florida
$341K
Barclays
19
Barclays
United Kingdom
$276K +$2.51K +230 +0.9%
UBS Group
20
UBS Group
Switzerland
$260K -$11K -1,009 -4%
N
21
Nuveen
North Carolina
$249K
JP Morgan Chase
22
JP Morgan Chase
New York
$212K +$52.1K +4,778 +30%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$168K -$56.8K -5,208 -24%
Citadel Advisors
24
Citadel Advisors
Florida
$167K +$177K +16,218 New
Invesco
25
Invesco
Georgia
$160K +$37.1K +3,404 +28%

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.