Vault-13

SEVEN HILLS REALTY TRUST SEVN

COM · REIT · CUSIP 81784E101

93 institutional holders +2 vs Q1 2026
7,852,6267.9m shares reported held*
34.7% of all shares outstanding*
$66.2mreported value*
10 new 46 added 21 reduced 8 sold out net bought ≈ $2.3m (+270.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($32.8k this quarter). Holder counts are more reliable. Shares outstanding: 22.7m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.43. Options: 1 managers hold calls ($5.1k notional), 2 hold puts ($117.2k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 35Q1 23: 37Q2 23: 36Q3 23: 44Q4 23: 49Q1 24: 48Q2 24: 53Q3 24: 54Q4 24: 59Q1 25: 62Q2 25: 67Q3 25: 72Q4 25: 77Q1 26: 91Q2 26: 9393Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202235
Q4 202235
Q1 202337
Q2 202336
Q3 202344
Q4 202349
Q1 202448
Q2 202453
Q3 202454
Q4 202459
Q1 202562
Q2 202567
Q3 202572
Q4 202577
Q1 202691
Q2 202693

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 32 bought or addedQ3 24: 21 cut or sold outQ4 24: 29 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 26 cut or sold outQ2 25: 33 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 17 cut or sold outQ4 25: 55 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 46 bought or addedQ1 26: 32 cut or sold outQ2 26: 56 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243221
Q4 20242918
Q1 20252126
Q2 20253322
Q3 20253917
Q4 20255521
Q1 20264632
Q2 20265629

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $185.5kQ3 25 puts: $284.0kQ3 25P/C 1.53Q4 25 calls: $137.1kQ4 25 puts: $1.0mQ4 25P/C 7.56Q1 26 calls: $90.4kQ1 26 puts: $748.0kQ1 26P/C 8.27Q2 26 calls: $5.1kQ2 26 puts: $117.2kQ2 26P/C 23.17
Numbers
QuarterCallsPutsP/C
Q3 2025$185.5k$284.0k1.53
Q4 2025$137.1k$1.0m7.56
Q1 2026$90.4k$748.0k8.27
Q2 2026$5.1k$117.2k23.17

Biggest buyers

BlackRock, Inc. Added +434,823+434.8k
AQR CAPITAL MANAGEMENT LLC Added +61,218+61.2k
Cambridge Investment Research Advisors, Inc. Added +55,773+55.8k
Qube Research & Technologies Ltd Added +46,309+46.3k
FMR LLC Added +38,508+38.5k
Abel Hall, LLC New +37,849+37.8k
UBS Group AG Added +34,626+34.6k
Odyssean, LLC Added +31,189+31.2k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +31,012+31.0k
ACADIAN ASSET MANAGEMENT LLC New +30,650+30.6k

Biggest sellers

Flat Footed LLC Reduced -350,149-350.1k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -128,240-128.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -45,055-45.1k
Independent Advisor Alliance Reduced -40,716-40.7k
Lido Advisors, LLC Reduced -36,932-36.9k
HSBC HOLDINGS PLC Sold out -28,511-28.5k
GEODE CAPITAL MANAGEMENT, LLC Reduced -26,406-26.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -10,200-10.2k
BARCLAYS PLC Reduced -7,806-7.8k
SEI INVESTMENTS CO Reduced -5,700-5.7k

Biggest calls

SIMPLEX TRADING, LLC Unchanged $5.1k600 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $96.1k11.4k shares
SIMPLEX TRADING, LLC Unchanged $21.1k2.5k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Tremont Realty Capital LLC 13D · may seek influence +8.9 pts · filed 2025-12-08
Stated purpose"Item 4. Purpose of Transaction" of the Schedule 13D is hereby amended by adding the following: Prior to the expiration of the Rights Offering on December 4, 2025, holders of rights subscribed for 5,167,113 Common Shares at $8.65 per Common Share (the "Subscription Price"). Through the exercise of their respective basic subscription rights, TRC purchased 854,029 Common Shares, Adam D. Portnoy purchased 109,669 Common Shares and ABP Trust purchased 58,266 Common Shares on December 4, 2025 in the Rights Offering. Pursuant to the Backstop Commitment, TRC is obligated to purchase the 2,015,748 Common Shares that remained unsubscribed following the Expiration Date. Such transaction is expected to close promptly. Full filing
22.5% +8.9 pts 5.1m≈ $42.9m 2025-12-08
BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-07-30 9.1% +1.1 pts 2.1m≈ $17.3m 2026-07-30

Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.5%, 2026-07-31), MORGAN STANLEY (3.8%, 2026-05-12), VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$45.1k0——
Q3 20250—0——
Q4 20251$17.4m0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,050,3122.1m $17.3m $17.3m 0.00% Added +434.8k +434,823
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 889,511889.5k $7.5m $7.5m 0.00% Reduced -4.0k -4,030
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 875,101875.1k $7.4m $7.4m 0.00% Reduced -128.2k -128,240
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 600,686600.7k $5.1m $5.1m 0.00% Reduced -26.4k -26,406
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 366,873366.9k $3.1m $3.1m 0.00% Added +11.1k +11,126
6 Independent Advisor Alliance 0.07% of their portfolio CHARLOTTE, NC 336,118336.1k $2.8m $2.8m 0.07% Reduced -40.7k -40,716
7 RIVERBRIDGE PARTNERS LLC 0.06% of their portfolio MINNEAPOLIS, MN 243,649243.6k $2.1m $2.1m 0.06% Added +2.1k +2,068
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 189,205189.2k $1.6m $1.6m 0.00% Added +10.7k +10,728
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 180,657180.7k $1.5m $1.5m 0.00% Added +8.7k +8,733
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.00% of their portfolio Los Angeles, CA 163,500163.5k $1.4m $1.4m 0.00% Added +1.3k +1,300
11 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 150,236150.2k $1.3m $1.3m 0.00% Added +7.7k +7,668
12 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 149,032149.0k $1.3m $1.3m 0.00% Added +21.2k +21,213
13 Penserra Capital Management LLC 0.01% of their portfolio ORINDA, CA 146,633146.6k $1.2m $1.2m 0.01% Added +12.7k +12,671
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 109,624109.6k $924.0k $924.0k 0.00% Added +55.8k +55,773
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,98291.0k $767.0k $767.0k 0.00% Added +34.6k +34,626
16 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 87,03487.0k $733.7k $733.7k 0.00% Reduced -10.2k -10,200
17 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 86,10686.1k $725.9k $725.9k 0.00% Reduced -36.9k -36,932
18 Flat Footed LLC 0.12% of their portfolio WILSON, WY 83,04383.0k $700.1k $700.1k 0.12% Reduced -350.1k -350,149
19 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 77,19977.2k $650.8k $650.8k 0.00% Added +61.2k +61,218
20 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 70,02870.0k $590.3k $590.3k 0.00% Added +46.3k +46,309
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 69,92069.9k $589.4k $589.4k 0.00% Added +4.8k +4,783
22 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 60,13960.1k $507.0k $507.0k 0.00% Added +2.9k +2,878
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 55,68155.7k $469.4k $469.4k 0.00% Added +5.3k +5,298
24 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 44,02644.0k $371.1k $371.1k 0.00% Added +7.7k +7,746
25 Odyssean, LLC 0.06% of their portfolio DARIEN, CT 41,97342.0k $353.8k $353.8k 0.06% Added +31.2k +31,189
26 FMR LLC 0.00% of their portfolio BOSTON, MA 39,76539.8k $335.2k $335.2k 0.00% Added +38.5k +38,508
27 Abel Hall, LLC 0.06% of their portfolio BATON ROUGE, LA 37,84937.8k $319.1k $319.1k 0.06% New
28 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 35,00035.0k $295.1k $295.1k 0.02% Added +5.0k +5,000
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 31,01231.0k $261.4k $261.4k 0.00% New
30 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 30,65030.6k $258.0k $258.0k 0.00% New
31 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 30,65030.6k $258.4k $258.4k 0.00% Added +2.4k +2,368
32 Smith Asset Management Co., LLC 0.19% of their portfolio Chiefland, FL 29,32629.3k $247.2k $247.2k 0.19% Reduced -2.7k -2,727
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 24,77724.8k $208.9k $208.9k 0.00% Added +2.0k +2,043
34 ADAPT WEALTH ADVISORS, LLC 0.06% of their portfolio ATLANTA, GA 20,51020.5k $172.9k $172.9k 0.06% Reduced -4.8k -4,775
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 20,09320.1k $169.4k $169.4k 0.00% Reduced -5.7k -5,685
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,28519.3k $162.6k $162.6k 0.00% Added +10.6k +10,580
37 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 18,60118.6k $156.8k $156.8k 0.00% Added +14.9k +14,937
38 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,57818.6k $156.6k $156.6k 0.00% Added +1.1k +1,146
39 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 18,50018.5k $156.0k $156.0k 0.00% Added +609 +609
40 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,34418.3k $155.0k $155.0k 0.00% Added +4.6k +4,572
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 17,36517.4k $146.4k $146.4k 0.00% Reduced -7.8k -7,806
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,30017.3k $145.8k $145.8k 0.00% Unchanged
43 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 17,04417.0k $143.7k $143.7k 0.00% Reduced -5.7k -5,700
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,19915.2k $128.1k $128.1k 0.00% Added +1.3k +1,258
45 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,81114.8k $124.9k $124.9k 0.00% Reduced -3.8k -3,762
46 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 14,20014.2k $119.7k $119.7k 0.00% Added +3.0k +3,000
47 SANDERS MORRIS HARRIS LLC 0.07% of their portfolio Houston, TX 14,00014.0k $118.0k $118.0k 0.07% Unchanged
48 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 13,19013.2k $111.2k $111.2k 0.00% Unchanged
49 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 11,66411.7k $98.3k $98.3k 0.00% New
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,84610.8k $91.4k $91.4k 0.00% Reduced -355 -355
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,50210.5k $88.5k $88.5k 0.00% Reduced -45.1k -45,055
52 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 10,29610.3k $86.8k $86.8k 0.00% Reduced -382 -382
53 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,24110.2k $86.3k $86.3k 0.00% Added +7.0k +6,962
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,5969.6k $81.8k $81.8k 0.00% Added +623 +623
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,5739.6k $80.7k $80.7k 0.00% Added +8.9k +8,928
56 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,1297.1k $60.1k $60.1k 0.00% Unchanged
57 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 6,9717.0k $58.8k $58.8k 0.00% Unchanged
58 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,8025.8k $48.9k $48.9k 0.00% Added +2.1k +2,122
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,4074.4k $37.0k $37.0k 0.00% Added +2.8k +2,774
60 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,9003.9k $32.9k $32.9k 0.00% Unchanged
61 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,8502.9k $24.0k $24.0k 0.00% First filing
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 2,4632.5k $20.8k $20.8k 0.00% Unchanged
63 Legal & General Group Plc 0.00% of their portfolio London, X0 2,3942.4k $20.2k $20.2k 0.00% Added +597 +597
64 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,1222.1k $17.9k $17.9k 0.00% Reduced -2.0k -1,957
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,4641.5k $12.3k $12.3k 0.00% Added +1.5k +1,455
66 TFC Financial Management, Inc. 0.00% of their portfolio BOSTON, MA 1,4411.4k $12.1k $12.1k 0.00% Unchanged
67 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,4211.4k $12.0k $12.0k 0.00% Reduced -2.8k -2,771
68 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,2631.3k $10.6k $10.6k 0.00% Added +490 +490
69 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,2531.3k $10.6k $10.6k 0.00% Unchanged
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,0001.0k $8.4k $8.4k 0.00% Unchanged
71 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 751751 $6.3k $6.3k 0.00% Added +749 +749
72 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 483483 $4.1k $4.1k 0.00% Unchanged
73 Triumph Capital Management 0.00% of their portfolio DENVER, CO 481481 $4.1k $4.1k 0.00% Unchanged
74 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 451451 $3.8k $3.8k 0.00% New
75 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 413413 $3.5k $3.5k 0.00% Reduced -318 -318
76 TRUST CO OF TOLEDO NA /OH/ 0.00% of their portfolio HOLLAND, OH 408408 $3.4k $3.4k 0.00% Unchanged
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 308308 $2.6k $2.6k 0.00% Reduced -887 -887
78 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 252252 $2.1k $2.1k 0.00% Reduced -416 -416
79 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 206206 $1.7k $1.7k 0.00% Added +143 +143
80 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 175175 $1.6k $1.6k 0.00% Unchanged
81 Covestor Ltd 0.00% of their portfolio LONDON, X0 140140 $1.0k $1.0k 0.00% Added +45 +45
82 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 119119 $1.0k $1.0k 0.00% Added +93 +93
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 116116 $978 $978 0.00% Added +106 +106
84 Ares Financial Consulting, LLC 0.00% of their portfolio CALABASAS, CA 8787 $733 $733 0.00% Unchanged
85 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5252 $438 $438 0.00% Added +2 +2
86 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 4949 $414 $414 0.00% Added +38 +38
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4646 $389 $389 0.00% Added +42 +42
88 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2121 $177 $177 0.00% New
89 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1414 $118 $118 0.00% New
90 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1414 $118 $118 0.00% Added +13 +13
91 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 1010 $85 $85 0.00% New
92 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 11 $9 $9 0.00% New
93 JPL Wealth Management, LLC 0.00% of their portfolio GREENWOOD VILLAGE, CO 11 $9 $9 0.00% New