DaveManuel.com · Institutional Ownership · Who Owns It
SEVEN HILLS REALTY TRUST (SEVN)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
92
Reporting holders
$66.4M
Reported value
34.7%
Of shares outstanding
0.0%
Calls
0.2%
Puts
+0
Holder change
Institutions report 7,856,062 shares against 22,656,606 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $17.3M | 2,050,312 | 0.00% | 8q | +26.9%+$3.7M |
| MORGAN STANLEY | $7.5M | 889,511 | 0.00% | 19q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.4M | 875,101 | 0.00% | 2q | -12.8%-$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.1M | 600,686 | 0.00% | 19q | -4.2%-$222.7K |
| STATE STREET CORP | $3.1M | 366,873 | 0.00% | 18q | +3.1%+$93.8K |
| Independent Advisor Alliance | $2.8M | 336,118 | 0.07% | 17q | -10.8%-$343.2K |
| RIVERBRIDGE PARTNERS LLC | $2.1M | 243,649 | 0.06% | 7q | +0.9%+$17.4K |
| NORTHERN TRUST CORP | $1.6M | 189,205 | 0.00% | 19q | +6.0%+$90.4K |
| GOLDMAN SACHS GROUP INC | $1.5M | 180,657 | 0.00% | 11q | +5.1%+$73.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.4M | 163,500 | 0.00% | 2q | +0.8%+$11.0K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 150,236 | 0.00% | 2q | +5.4%+$64.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 149,032 | 0.00% | 2q | +16.6%+$178.8K |
| Penserra Capital Management LLC | $1.2M | 146,633 | 0.01% | 7q | +9.5%+$106.8K |
| Cambridge Investment Research Advisors, Inc. | $924.0K | 109,624 | 0.00% | 18q | +103.6%+$470.1K |
| UBS Group AG | $767.0K | 90,982 | 0.00% | 19q | +61.4%+$291.9K |
| RENAISSANCE TECHNOLOGIES LLC | $733.7K | 87,034 | 0.00% | 15q | -10.5%-$86.0K |
| Lido Advisors, LLC | $725.9K | 86,106 | 0.00% | 11q | -30.0%-$311.3K |
| Flat Footed LLC | $700.1K | 83,043 | 0.05% | 3q | -80.8%-$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $650.8K | 77,199 | 0.00% | 2q | +383.1%+$516.1K |
| Qube Research & Technologies Ltd | $590.3K | 70,028 | 0.00% | 3q | +195.2%+$390.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $589.4K | 69,920 | 0.00% | 9q | +7.3%+$40.3K |
| Cerity Partners LLC | $507.0K | 60,139 | 0.00% | 2q | +5.0%+$24.3K |
| Bank of New York Mellon Corp | $469.4K | 55,681 | 0.00% | 9q | +10.5%+$44.7K |
| Nuveen, LLC | $371.1K | 44,026 | 0.00% | 6q | +21.4%+$65.3K |
| Odyssean, LLC | $353.8K | 41,973 | 0.06% | 2q | +289.2%+$262.9K |
| FMR LLC | $335.2K | 39,765 | 0.00% | 12q | +3063.5%+$324.6K |
| Abel Hall, LLC | $319.1K | 37,849 | 0.06% | new | NEW |
| PRELUDE CAPITAL MANAGEMENT, LLC | $295.1K | 35,000 | 0.02% | 3q | +16.7%+$42.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $261.4K | 31,012 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $258.4K | 30,650 | 0.00% | 3q | +8.4%+$20.0K |
| ACADIAN ASSET MANAGEMENT LLC | $258.0K | 30,650 | 0.00% | new | NEW |
| Smith Asset Management Co., LLC | $247.2K | 29,326 | 0.19% | 5q | -8.5%-$23.0K |
| Invesco Ltd. | $208.9K | 24,777 | 0.00% | 5q | +9.0%+$17.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $184.6K incl. $96.1K options PUT | 10,502 | 0.00% | 7q | -81.1%-$792.1K |
| ADAPT WEALTH ADVISORS, LLC | $172.9K | 20,510 | 0.06% | 4q | -18.9%-$40.3K |
| BANK OF AMERICA CORP /DE/ | $169.4K | 20,093 | 0.00% | 19q | -22.1%-$47.9K |
| WELLS FARGO & COMPANY/MN | $162.6K | 19,285 | 0.00% | 19q | +121.5%+$89.2K |
| Russell Investments Group, Ltd. | $156.8K | 18,601 | 0.00% | 4q | +407.7%+$125.9K |
| AE Wealth Management LLC | $156.6K | 18,578 | 0.00% | 4q | +6.6%+$9.7K |
| DEUTSCHE BANK AG\ | $156.0K | 18,500 | 0.00% | 2q | +3.4%+$5.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $155.0K | 18,344 | 0.00% | 3q | +33.2%+$38.6K |
| BARCLAYS PLC | $146.4K | 17,365 | 0.00% | 9q | -31.0%-$65.8K |
| AMERIPRISE FINANCIAL INC | $145.8K | 17,300 | 0.00% | 2q | HELD |
| SEI INVESTMENTS CO | $143.7K | 17,044 | 0.00% | 3q | -25.1%-$48.1K |
| RHUMBLINE ADVISERS | $128.1K | 15,199 | 0.00% | 9q | +9.0%+$10.6K |
| LPL Financial LLC | $124.9K | 14,811 | 0.00% | 3q | -20.3%-$31.7K |
| Jump Financial, LLC | $119.7K | 14,200 | 0.00% | 3q | +26.8%+$25.3K |
| SANDERS MORRIS HARRIS LLC | $118.0K | 14,000 | 0.07% | 2q | HELD |
| MetLife Investment Management, LLC | $111.2K | 13,190 | 0.00% | 2q | HELD |
| MARSHALL WACE, LLP | $98.3K | 11,664 | 0.00% | new | NEW |
| Creative Planning | $91.4K | 10,846 | 0.00% | 2q | -3.2%-$3.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $86.8K | 10,296 | 0.00% | 8q | -3.6%-$3.2K |
| CITIGROUP INC | $86.3K | 10,241 | 0.00% | 12q | +212.3%+$58.7K |
| JPMORGAN CHASE & CO | $81.8K | 9,596 | 0.00% | 11q | +6.9%+$5.3K |
| PNC Financial Services Group, Inc. | $80.7K | 9,573 | 0.00% | 3q | +1384.2%+$75.3K |
| Vanguard Global Advisers, LLC | $60.1K | 7,129 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $58.8K | 6,971 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $48.9K | 5,802 | 0.00% | 19q | +57.7%+$17.9K |
| ROYAL BANK OF CANADA | $37.0K | 4,407 | 0.00% | 19q | +169.9%+$23.3K |
| STRS OHIO | $32.9K | 3,900 | 0.00% | 9q | HELD |
| SIMPLEX TRADING, LLC | $28.3K incl. $26.1K options CALL+PUT | 252 | 0.00% | 8q | -62.3%-$46.6K |
| Global Retirement Partners, LLC | $24.0K | 2,850 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.8K | 2,463 | 0.00% | 3q | HELD |
| Legal & General Group Plc | $20.2K | 2,394 | 0.00% | 9q | +33.2%+$5.0K |
| BNP PARIBAS FINANCIAL MARKETS | $17.9K | 2,122 | 0.00% | 7q | -48.0%-$16.5K |
| Arax Advisory Partners | $12.3K | 1,464 | 0.00% | 2q | +16166.7%+$12.3K |
| TFC Financial Management, Inc. | $12.1K | 1,441 | 0.00% | 19q | HELD |
| Tower Research Capital LLC (TRC) | $12.0K | 1,421 | 0.00% | 8q | -66.1%-$23.4K |
| GAMMA Investing LLC | $10.6K | 1,263 | 0.00% | 3q | +63.4%+$4.1K |
| Ameritas Investment Partners, Inc. | $10.6K | 1,253 | 0.00% | 8q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.4K | 1,000 | 0.00% | 9q | HELD |
| HUNTINGTON NATIONAL BANK | $6.3K | 751 | 0.00% | 13q | +37450.0%+$6.3K |
| FIFTH THIRD BANCORP | $4.1K | 483 | 0.00% | 2q | HELD |
| Triumph Capital Management | $4.1K | 481 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $3.5K | 413 | 0.00% | 8q | -43.5%-$2.7K |
| TRUST CO OF TOLEDO NA /OH/ | $3.4K | 408 | 0.00% | 5q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.6K | 308 | 0.00% | 9q | -74.2%-$7.5K |
| Essential Partners LLC | $1.7K | 206 | 0.00% | 2q | +227.0%+$1.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.6K | 175 | 0.00% | 6q | HELD |
| EverSource Wealth Advisors, LLC | $1.0K | 119 | 0.00% | 2q | +357.7% |
| Covestor Ltd | $1.0K | 140 | 0.00% | 8q | +47.4% |
| IFP Advisors, Inc | $978 | 116 | 0.00% | 7q | +1060.0% |
| Ares Financial Consulting, LLC | $733 | 87 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $438 | 52 | 0.00% | 3q | +4.0% |
| True Wealth Design, LLC | $414 | 49 | 0.00% | 2q | +345.5% |
| Farther Finance Advisors, LLC | $389 | 46 | 0.00% | 2q | +1050.0% |
| Fortitude Family Office, LLC | $177 | 21 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $118 | 14 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $118 | 14 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $85 | 10 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $9 | 1 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $9 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $338.5K | 48,301 | 3 | 5 | 3 | 0.0% |
| Q2 2026 | 92 | $66.4M | 7,856,062 | 11 | 45 | 20 | 0.2% |
| Q1 2026 | 92 | $63.2M | 7,584,542 | 20 | 26 | 27 | 1.3% |
| Q4 2025 | 77 | $68.2M | 7,516,019 | 16 | 39 | 10 | 1.7% |
| Q3 2025 | 72 | $48.5M | 4,654,262 | 11 | 26 | 12 | 1.0% |
| Q2 2025 | 66 | $54.0M | 4,463,255 | 10 | 23 | 17 | 0.3% |
| Q1 2025 | 61 | $55.8M | 4,445,289 | 6 | 14 | 23 | 0.4% |
| Q4 2024 | 59 | $59.6M | 4,528,541 | 9 | 21 | 13 | 0.6% |
| Q3 2024 | 54 | $60.5M | 4,371,984 | 13 | 21 | 10 | 0.5% |
| Q2 2024 | 52 | $56.1M | 4,424,557 | 17 | 13 | 9 | 0.1% |
| Q1 2024 | 47 | $70.9M | 5,486,880 | 8 | 17 | 9 | 0.0% |
| Q4 2023 | 49 | $59.2M | 4,569,594 | 13 | 19 | 7 | 0.1% |
| Q3 2023 | 42 | $39.2M | 3,591,642 | 11 | 8 | 11 | 0.0% |
| Q2 2023 | 34 | $31.1M | 3,035,007 | 4 | 8 | 6 | 0.0% |
| Q1 2023 | 36 | $37.8M | 3,762,040 | 6 | 13 | 6 | 0.0% |
| Q4 2022 | 35 | $32.2M | 3,527,204 | 7 | 10 | 8 | 0.3% |
| Q3 2022 | 33 | $31.0M | 3,402,612 | 5 | 10 | 9 | 0.0% |
| Q2 2022 | 30 | $35.2M | 3,297,693 | 5 | 10 | 5 | 0.0% |
| Q1 2022 | 25 | $30.0M | 2,692,139 | 5 | 8 | 4 | 0.0% |
| Q4 2021 | 28 | $32.1M | 3,092,714 | 26 | 0 | 1 | 0.0% |
| Q3 2021 | 2 | $36.0K | 3,558 | 2 | 0 | 0 | 0.0% |