Seven Hills Realty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.02 M | $14.11 M | 100.00% | 6.96% |
| VANGUARD GROUP INC | 11/13/2024 | 764,698 | $10.53 M | 1.55% | 5.19% |
| MORGAN STANLEY | 11/14/2024 | 755,066 | $10.40 M | 2.35% | 5.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 326,256 | $4.49 M | 3.78% | 2.22% |
| INDEPENDENT ADVISOR ALLIANCE | 11/13/2024 | 309,957 | $4.27 M | 0.55% | 2.11% |
| STATE STREET CORP | 11/14/2024 | 182,609 | $2.51 M | 21.60% | 1.24% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 140,834 | $1.94 M | 6.37% | 0.96% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 110,176 | $1.52 M | -17.30% | 0.75% |
| LIDO ADVISORS, LLC | 11/14/2024 | 87,895 | $1.21 M | 24.52% | 0.60% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 87,120 | $1.20 M | 8.79% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 55,356 | $762,000 | -0.36% | 0.38% |
| EP WEALTH ADVISORS, LLC | 11/15/2024 | 37,856 | $521,277 | 0.00% | 0.26% |
| CRESCENT GROVE ADVISORS, LLC | 10/30/2024 | 37,100 | $510,867 | -63.58% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 36,640 | $504,533 | 4.35% | 0.25% |
| BAILARD, INC. | 10/30/2024 | 35,400 | $487,458 | 114.55% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 27,419 | $377,560 | 100.00% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 27,002 | $371,816 | -24.60% | 0.18% |
| JPMORGAN CHASE & CO | 12/26/2024 | 23,870 | $328,690 | 241.54% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2024 | 20,300 | $279,531 | 866.67% | 0.14% |
| ROYAL BANK OF CANADA | 11/14/2024 | 19,864 | $273,000 | 0.83% | 0.13% |
| BARCLAYS PLC | 11/19/2024 | 17,047 | $235,000 | 20.90% | 0.12% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 16,624 | $228,912 | 0.00% | 0.11% |
| CALTON & ASSOCIATES, INC. | 10/21/2024 | 13,538 | $186,418 | 100.00% | 0.09% |
| RHUMBLINE ADVISERS | 11/12/2024 | 12,253 | $168,718 | -6.52% | 0.08% |
| UBS GROUP AG | 11/14/2024 | 11,245 | $154,844 | 140.84% | 0.08% |
| JANE STREET GROUP, LLC | 11/15/2024 | 10,666 | $146,871 | 100.00% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 8,000 | $110,160 | 129.10% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 7,666 | $105,561 | -54.90% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 7,214 | $99,337 | 4.85% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 7,016 | $96,610 | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 6,860 | $94,457 | 0.79% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 6,837 | $94,145 | -0.63% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 4,794 | $66,008 | 9.15% | 0.03% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 4,008 | $55,190 | -24.97% | 0.03% |
| STRS OHIO | 11/01/2024 | 2,400 | $33,048 | 0.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 1,740 | $23,960 | 100.00% | 0.01% |
| TFC FINANCIAL MANAGEMENT, INC. | 10/25/2024 | 1,441 | $19,843 | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 1,253 | $17,254 | 100.00% | 0.01% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 1,181 | $16,000 | 100.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 1,116 | $15,367 | 0.00% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 1,000 | $14,000 | -87.80% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 960 | $13,219 | 100.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 927 | $12,765 | 0.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 636 | $8,758 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 600 | $8,262 | 20.00% | 0.00% |
| FMR LLC | 11/13/2024 | 582 | $8,010 | 61.67% | 0.00% |
| COMERICA BANK | 11/14/2024 | 483 | $6,651 | 0.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 442 | $6,000 | 0.00% | 0.00% |
| COVESTOR LTD | 11/01/2024 | 152 | $2,000 | 100.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 117 | $2,000 | 5.41% | 0.00% |
Seven Hills Realty Trustinstitutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of Seven Hills Realty Trust. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.02 M
VANGUARD GROUP INC: 764,698
MORGAN STANLEY: 755,066
GEODE CAPITAL MANAGEMENT, LLC: 326,256
Independent Advisor Alliance: 309,957
STATE STREET CORP: 182,609
29.53% of Seven Hills Realty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 5.15 M shares in the last 24 months. This purchase volume represents approximately $67.58 M in transactions.