SEVN · NASDAQ · REIT - Mortgage

Seven Hills Realty Trust (SEVN)

Originates and invests in first mortgage loans for transitional commercial real estate.

$7.42
At close−0.06 (−0.80%)

Breakdown13F · 13D/G · Form 4

Institutions93 holders · as of Mar 31, 202633.48%7.58M shares
Insiders11 holders · as of Jun 10, 202633.14%7.51M shares
Otherremainder33.38%7.56M shares

22.66M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Two share counts disagree (22.66M in the company's Sep 3, 2026 report, 19.06M elsewhere); stakes use the report.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Adam D. Portnoy1Insiderdirector, 10 percent owner
31.39%5.09M13Dfiled Jun 10, 2026
BlackRock, Inc.Institution
7.13%1.62M13Fas of Mar 31, 2026
Vanguard Capital Management LLCInstitution
4.43%1.00M13Fas of Mar 31, 2026
Morgan StanleyInstitution
3.94%893,54113Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
2.77%627,09213Fas of Mar 31, 2026
Flat Footed LLCInstitution
1.91%433,19213Fas of Mar 31, 2026
Independent Advisor AllianceInstitution
1.66%376,83413Fas of Mar 31, 2026
State Street CorpInstitution
1.57%355,74713Fas of Mar 31, 2026
Riverbridge Partners LLCInstitution
1.07%241,58113Fas of Mar 31, 2026
Northern Trust CorpInstitution
0.79%178,47713Fas of Mar 31, 2026
Goldman Sachs Group IncInstitution
0.76%171,92413Fas of Mar 31, 2026
Hotchkis & Wiley Capital Management LLCInstitution
0.72%162,20013Fas of Mar 31, 2026
Vanguard Fiduciary Trust CoInstitution
0.63%142,56813Fas of Mar 31, 2026
Penserra Capital Management LLCInstitution
0.59%133,96213Fas of Mar 31, 2026
Vanguard Portfolio Management LLCInstitution
0.56%127,81913Fas of Mar 31, 2026
Lido Advisors, LLCInstitution
0.54%123,03813Fas of Mar 31, 2026
Matthew P. JordanInsiderdirector
0.44%99,112Form 4filed Jun 10, 2026
Renaissance Technologies LLCInstitution
0.43%97,23413Fas of Mar 31, 2026
Joseph MoreaInsiderdirector
0.32%73,562Form 4filed Jun 10, 2026
Charles Schwab Investment Management IncInstitution
0.29%65,13713Fas of Mar 31, 2026
Cerity Partners LLCInstitution
0.25%57,26113Fas of Mar 31, 2026
UBS Group AGInstitution
0.25%56,35613Fas of Mar 31, 2026
Susquehanna International Group, LLPInstitution
0.25%55,55713Fas of Mar 31, 2026
Cambridge Investment Research Advisors, Inc.Institution
0.24%53,85113Fas of Mar 31, 2026
Bank of New York Mellon CorpInstitution
0.22%50,38313Fas of Mar 31, 2026
  1. Adam D. Portnoy's transaction reports restate only vehicles that traded; the 2025 ownership statement (5.09M) plus the 2.03M net shares acquired since is used instead.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

93 holders · 7.58M shares · 24 new positions · 52 increased · 26 reduced · 9 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.1.62M7.13%−36.7KMay 13, 2026
Vanguard Capital Management LLC1.00M4.43%+1.00MnewMay 15, 2026
Morgan Stanley893.5K3.94%+34.4KMay 15, 2026
Geode Capital Management, LLC627.1K2.77%+69.5KMay 15, 2026
Flat Footed LLC433.2K1.91%−231.2KMay 15, 2026
Independent Advisor Alliance376.8K1.66%−13.6KMay 12, 2026
State Street Corp355.7K1.57%+42.0KMay 15, 2026
Riverbridge Partners LLC241.6K1.07%+17.2KApr 17, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Adam D. Portnoyincl. Tremont Realty Capital LLC, The RMR Group LLC +2 more22.50%5.09M13DDec 8, 2025
BlackRock, Inc.8.00%1.65M13GJan 21, 2026
Morgan Stanley5.10%749.8KNov 8, 2024
Vanguard Capital Management5.06%1.14M13GApr 30, 2026

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Dec 11, 2025
Adam D. Portnoydirector, 10 percent owner:
Purchase2,015,748$8.654,577,835
Dec 11, 2025
Tremont Realty Capital LLC10 percent owner
Purchase2,015,748$8.654,577,835
Dec 1, 2025
Jeffrey P. Somersdirector
Sale1,441$8.650

CongressHouse and Senate disclosures

Not reported.