Seven Hills Realty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.05 M | $10.79 M | 1.71% | 7.08% |
| VANGUARD GROUP INC | 11/07/2025 | 788.56 K | $8.13 M | 1.99% | 5.33% |
| MORGAN STANLEY | 11/14/2025 | 762.69 K | $7.86 M | 2.14% | 5.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 358.29 K | $3.69 M | 2.36% | 2.42% |
| INDEPENDENT ADVISOR ALLIANCE | 11/04/2025 | 302.52 K | $3.12 M | 11.46% | 2.05% |
| STATE STREET CORP | 11/14/2025 | 179.05 K | $1.85 M | -11.89% | 1.21% |
| NORTHERN TRUST CORP | 11/14/2025 | 128.32 K | $1.32 M | 6.50% | 0.87% |
| LIDO ADVISORS, LLC | 11/14/2025 | 123.02 K | $1.27 M | -0.02% | 0.83% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 114.63 K | $1.18 M | 0.35% | 0.78% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 91.76 K | $946.00 K | 3.50% | 0.62% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 85.66 K | $883.10 K | 41.82% | 0.58% |
| ADAPT WEALTH ADVISORS, LLC | 11/10/2025 | 70.99 K | $731.86 K | 100.00% | 0.48% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 68.28 K | $703.92 K | 11.03% | 0.46% |
| JANE STREET GROUP, LLC | 11/14/2025 | 55.42 K | $571.38 K | 15.15% | 0.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 53.33 K | $550.00 K | 3.82% | 0.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 42.94 K | $442.72 K | 0.00% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 34.87 K | $359.50 K | 13.95% | 0.24% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 33.04 K | $340.60 K | 0.00% | 0.22% |
| BARCLAYS PLC | 11/12/2025 | 26.81 K | $276.43 K | 0.87% | 0.18% |
| CITADEL ADVISORS LLC | 11/14/2025 | 25.40 K | $261.87 K | 100.00% | 0.17% |
| UBS GROUP AG | 11/13/2025 | 25.21 K | $259.92 K | -3.85% | 0.17% |
| NUVEEN, LLC | 11/12/2025 | 24.19 K | $249.37 K | 0.00% | 0.16% |
| JPMORGAN CHASE & CO | 11/26/2025 | 20.61 K | $212.46 K | 30.19% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2025 | 17.80 K | $183.52 K | 37.98% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 16.30 K | $168.00 K | -24.22% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 16.22 K | $167.21 K | 100.00% | 0.11% |
| INVESCO LTD. | 11/13/2025 | 15.55 K | $160.31 K | 28.03% | 0.11% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 14.12 K | $145.53 K | 100.00% | 0.10% |
| SANDERS MORRIS HARRIS LLC | 10/07/2025 | 14.00 K | $144.34 K | 0.00% | 0.09% |
| CALTON & ASSOCIATES, INC. | 11/07/2025 | 13.54 K | $139.58 K | 0.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 12.85 K | $132.49 K | 125.34% | 0.09% |
| RHUMBLINE ADVISERS | 11/06/2025 | 12.27 K | $126.48 K | -7.10% | 0.08% |
| RUNNING POINT CAPITAL ADVISORS, LLC | 10/28/2025 | 11.70 K | $120.63 K | 100.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 11.47 K | $118.24 K | 18.88% | 0.08% |
| BAILARD, INC. | 10/30/2025 | 10.50 K | $108.26 K | 100.00% | 0.07% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 6.83 K | $70.43 K | -14.25% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 5.15 K | $53.54 K | 1.30% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 3.54 K | $36.00 K | -83.46% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 3.31 K | $34.10 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.99 K | $30.86 K | 72.21% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 2.89 K | $29.77 K | 0.00% | 0.02% |
| STRS OHIO | 10/30/2025 | 2.40 K | $24.74 K | 0.00% | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 2.36 K | $24.31 K | -1.21% | 0.02% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 2.36 K | $24.00 K | 100.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.79 K | $18.40 K | 100.00% | 0.01% |
| TFC FINANCIAL MANAGEMENT, INC. | 10/24/2025 | 1.44 K | $14.86 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.31 K | $13.50 K | 0.00% | 0.01% |
| FMR LLC | 11/13/2025 | 1.26 K | $12.94 K | 28.19% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 1.25 K | $12.92 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.08 K | $11.18 K | -61.88% | 0.01% |
Seven Hills Realty Trust institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of Seven Hills Realty Trust. The most heavily invested institutionals were:
BlackRock, Inc.: 1.05 M
VANGUARD GROUP INC: 788,563
MORGAN STANLEY: 762,688
GEODE CAPITAL MANAGEMENT, LLC: 358,286
Independent Advisor Alliance: 302,517
STATE STREET CORP: 179,050
31.34% of Seven Hills Realty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 5.59 M shares in the last 24 months. This purchase volume represents approximately $57.49 M in transactions.