Seven Hills Realty Trust . Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.65 M | $14.70 M | 57.85% | 11.14% |
| VANGUARD GROUP INC | 01/29/2026 | 1.24 M | $11.07 B | 57.67% | 8.39% |
| MORGAN STANLEY | 02/13/2026 | 859.11 K | $7.65 M | 12.64% | 5.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 557.60 K | $4.96 B | 55.63% | 3.76% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 390.39 K | $3.47 M | 29.05% | 2.63% |
| STATE STREET CORP | 02/13/2026 | 313.70 K | $2.79 M | 75.20% | 2.12% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 224.41 K | $2.00 M | 161.99% | 1.51% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 130.20 K | $1.16 M | 41.90% | 0.88% |
| LIDO ADVISORS, LLC | 02/10/2026 | 123.02 K | $1.27 M | 0.00% | 0.83% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 120.75 K | $1.07 B | 76.85% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 112.80 K | $1.00 M | 162.69% | 0.76% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 109.72 K | $976.54 K | -4.28% | 0.74% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 73.71 K | $656.06 K | 352.37% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 68.80 K | $612.32 K | 100.00% | 0.46% |
| CITADEL ADVISORS LLC | 02/17/2026 | 64.99 K | $578.37 M | 300.70% | 0.44% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 55.91 K | $498.00 K | 4.83% | 0.38% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 49.49 K | $440.47 K | 41.93% | 0.33% |
| BARCLAYS PLC | 02/13/2026 | 49.40 K | $439.65 K | 84.24% | 0.33% |
| CITADEL ADVISORS LLC | 02/17/2026 | 44.20 K | $393.38 M | 74.02% | 0.30% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 38.34 K | $341.21 K | 100.00% | 0.26% |
| NUVEEN, LLC | 02/12/2026 | 36.28 K | $322.89 K | 50.00% | 0.24% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 32.59 K | $290.08 K | -1.34% | 0.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 25.42 K | $226.23 K | 121.65% | 0.17% |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 25.29 K | $225.04 K | -64.38% | 0.17% |
| JPMORGAN CHASE & CO | 02/11/2026 | 24.83 K | $221.02 K | 20.51% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 24.11 K | $214.59 M | 87.62% | 0.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 19.22 K | $171.08 K | 100.00% | 0.13% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 15.78 K | $140.42 K | 11.79% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.50 K | $129.05 M | -18.54% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 13.69 K | $121.80 M | 11.56% | 0.09% |
| SEI INVESTMENTS CO | 02/13/2026 | 11.34 K | $100.96 K | 100.00% | 0.08% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 10.95 K | $97.49 M | 100.00% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 10.15 K | $90.36 K | 100.00% | 0.07% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 6.97 K | $62.04 K | 141.46% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 6.06 K | $53.99 K | 17.82% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 4.68 K | $41.66 K | 56.40% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 3.94 K | $35.03 K | -84.39% | 0.03% |
| STRS OHIO | 02/02/2026 | 3.90 K | $34.71 K | 62.50% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.92 K | $27.00 K | -17.54% | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 2.50 K | $22.25 K | 6.02% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 2.50 K | $22.23 K | 100.00% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 2.05 K | $18.27 K | 769.92% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 2.01 K | $17.88 K | 53.48% | 0.01% |
| TFC FINANCIAL MANAGEMENT, INC. | 01/23/2026 | 1.44 K | $12.83 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.40 K | $12.45 M | 29.06% | 0.01% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 1.27 K | $11.33 K | 26.67% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 1.25 K | $11.15 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 1.24 K | $11.04 K | 39.91% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 1.00 K | $8.90 K | 0.00% | 0.01% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 982 | $8.74 K | 0.00% | 0.01% |
Seven Hills Realty Trust . institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Seven Hills Realty Trust .. The most heavily invested institutionals were:
BlackRock, Inc.: 1.65 M
VANGUARD GROUP INC: 1.24 M
MORGAN STANLEY: 859,110
GEODE CAPITAL MANAGEMENT, LLC: 557,604
Independent Advisor Alliance: 390,391
STATE STREET CORP: 313,699
49.90% of Seven Hills Realty Trust . stock is owned by institutional investors.
Institutional investors have bought a total of 7.40 M shares in the last 24 months. This purchase volume represents approximately $64.55 M in transactions.