SEVN NASDAQ
Seven Hills Realty Trust
1W: +1.3%
1M: +5.4%
3M: -1.9%
YTD: -2.3%
1Y: -25.5%
3Y: +22.7%
5Y: +13.5%
$8.39
-0.04 (-0.47%)
Weekly Expected Move ±2.7%
$8
$8
$8
$8
$9
Overview
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Income Statement
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ETF Exposure
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Institutional Ownership — SEVN
101
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$55M
Total Invested
23
New Positions
25
Increased
39
Reduced
15
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,615,489 | $$14M | -36,746 | -2.2% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 1,243,315 | $$10M | +454,752 | +57.7% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,003,341 | $$8M | — | +0.0% | 1Q | SEC ↗ |
| 4 | MORGAN STANLEY | 859,110 | $$7M | +96,422 | +12.6% | 12Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 627,092 | $$5M | +69,488 | +12.5% | 13Q | SEC ↗ |
| 6 | Flat Footed LLC | 433,192 | $$4M | -231,240 | -34.8% | 2Q | SEC ↗ |
| 7 | Independent Advisor Alliance | 376,834 | $$3M | -13,557 | -3.5% | 13Q | SEC ↗ |
| 8 | STATE STREET CORP | 355,747 | $$3M | +42,048 | +13.4% | 13Q | SEC ↗ |
| 9 | RIVERBRIDGE PARTNERS LLC | 241,581 | $$2M | +17,170 | +7.7% | 6Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 178,477 | $$1M | +17,046 | +10.6% | 13Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 171,924 | $$1M | -69,566 | -28.8% | 10Q | SEC ↗ |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL NEW | 162,200 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO NEW | 142,568 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Penserra Capital Management LLC | 133,962 | $$1M | +3,760 | +2.9% | 6Q | SEC ↗ |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 127,819 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Lido Advisors, LLC | 123,038 | $$1M | +21 | +0.0% | 10Q | SEC ↗ |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 97,234 | $$816K | -12,490 | -11.4% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 65,137 | $$546K | -47,665 | -42.3% | 8Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 64,985 | $$545K | +48,767 | +300.7% | 2Q | SEC ↗ |
| 20 | Cerity Partners LLC NEW | 57,261 | $$480K | — | +0.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 56,356 | $$473K | +52,420 | +1331.8% | 13Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55,557 | $$466K | -18,157 | -24.6% | 6Q | SEC ↗ |
| 23 | Running Point Capital Advisors, LLC | 55,425 | $$465K | +43,725 | +373.7% | 2Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 53,851 | $$452K | -2,054 | -3.7% | 13Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 50,383 | $$423K | +892 | +1.8% | 8Q | SEC ↗ |
| 26 | Nuveen, LLC | 36,280 | $$304K | — | +0.0% | 5Q | SEC ↗ |
| 27 | Smith Asset Management Co., LLC | 32,053 | $$269K | -540 | -1.7% | 4Q | SEC ↗ |
| 28 | PRELUDE CAPITAL MANAGEMENT, LLC | 30,000 | $$252K | +16,000 | +114.3% | 2Q | SEC ↗ |
| 29 | HSBC HOLDINGS PLC | 28,511 | $$239K | -37,637 | -56.9% | 2Q | SEC ↗ |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,282 | $$237K | +9,060 | +47.1% | 2Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 25,778 | $$216K | +1,667 | +6.9% | 13Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 25,419 | $$213K | +13,951 | +121.7% | 12Q | SEC ↗ |
| 33 | ADAPT WEALTH ADVISORS, LLC | 25,285 | $$212K | -45,700 | -64.4% | 2Q | SEC ↗ |
| 34 | BARCLAYS PLC | 25,171 | $$211K | -24,228 | -49.0% | 8Q | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 23,719 | $$199K | -6,162 | -20.6% | 2Q | SEC ↗ |
| 36 | SEI INVESTMENTS CO | 22,744 | $$191K | +11,400 | +100.5% | 2Q | SEC ↗ |
| 37 | Invesco Ltd. | 22,734 | $$191K | -214 | -0.9% | 4Q | SEC ↗ |
| 38 | LPL Financial LLC | 18,573 | $$156K | +8,420 | +82.9% | 2Q | SEC ↗ |
| 39 | DEUTSCHE BANK AG NEW | 17,891 | $$150K | — | +0.0% | 1Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 17,432 | $$146K | +1,653 | +10.5% | 3Q | SEC ↗ |
| 41 | AMERIPRISE FINANCIAL INC NEW | 17,300 | $$145K | — | +0.0% | 1Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC NEW | 15,981 | $$134K | — | +0.0% | 1Q | SEC ↗ |
| 43 | SANDERS MORRIS HARRIS LLC NEW | 14,000 | $$117K | — | +0.0% | 1Q | SEC ↗ |
| 44 | RHUMBLINE ADVISERS | 13,941 | $$117K | +255 | +1.9% | 8Q | SEC ↗ |
| 45 | PRICE T ROWE ASSOCIATES INC /MD | 13,772 | $$116K | — | +0.0% | 2Q | SEC ↗ |
| 46 | MetLife Investment Management, LLC NEW | 13,190 | $$111K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Creative Planning NEW | 11,201 | $$94K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Jump Financial, LLC | 11,200 | $$94K | -27,138 | -70.8% | 2Q | SEC ↗ |
| 49 | Odyssean, LLC NEW | 10,784 | $$90K | — | +0.0% | 1Q | SEC ↗ |
| 50 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10,678 | $$90K | +238 | +2.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,003,341 | $$8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 162,200 | $$1M |
| VANGUARD FIDUCIARY TRUST CO | 142,568 | $$1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 127,819 | $$1M |
| Cerity Partners LLC | 57,261 | $$480K |
| DEUTSCHE BANK AG | 17,891 | $$150K |
| AMERIPRISE FINANCIAL INC | 17,300 | $$145K |
| AQR CAPITAL MANAGEMENT LLC | 15,981 | $$134K |
| SANDERS MORRIS HARRIS LLC | 14,000 | $$117K |
| MetLife Investment Management, LLC | 13,190 | $$111K |
| Creative Planning | 11,201 | $$94K |
| Odyssean, LLC | 10,784 | $$90K |
| Vanguard Global Advisers, LLC | 7,129 | $$60K |
| EverSource Wealth Advisors, LLC | 866 | $$7K |
| FIFTH THIRD BANCORP | 483 | $$4K |
| Essential Partners LLC | 63 | $$1K |
| Allworth Financial LP | 34 | $$0K |
| Transamerica Financial Advisors, LL | 25 | $$0K |
| True Wealth Design, LLC | 11 | $$0K |
| Arax Advisory Partners | 9 | $$0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CALTON & ASSOCIATES, INC. | 13,538 | $$114K |
| EP Wealth Advisors, LLC | 10,954 | $$92K |
| BAILARD, INC. | 10,500 | $$88K |
| Rockefeller Capital Management L.P. | 4,179 | $$35K |
| RAYMOND JAMES FINANCIAL INC | 3,400 | $$29K |
| Global Retirement Partners, LLC | 3,307 | $$28K |
| NATIONAL BANK OF CANADA /FI | 2,500 | $$21K |
| ACADIAN ASSET MANAGEMENT LLC | 2,355 | $$20K |
| Private Wealth Management Group, LL | 738 | $$6K |
| AMALGAMATED BANK | 694 | $$6K |
| Federation des caisses Desjardins d | 383 | $$3K |
| MassMutual Private Wealth & Trust, | 38 | $$0K |
| Advisory Services Network, LLC | 22 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD GROUP INC | +454,752 | +57.7% | 1,243,315 |
| MORGAN STANLEY | +96,422 | +12.6% | 859,110 |
| GEODE CAPITAL MANAGEMENT, LLC | +69,488 | +12.5% | 627,092 |
| UBS Group AG | +52,420 | +1331.8% | 56,356 |
| CITADEL ADVISORS LLC | +48,767 | +300.7% | 64,985 |
| Running Point Capital Advisors, LLC | +43,725 | +373.7% | 55,425 |
| STATE STREET CORP | +42,048 | +13.4% | 355,747 |
| RIVERBRIDGE PARTNERS LLC | +17,170 | +7.7% | 241,581 |
| NORTHERN TRUST CORP | +17,046 | +10.6% | 178,477 |
| PRELUDE CAPITAL MANAGEMENT, LLC | +16,000 | +114.3% | 30,000 |
| WELLS FARGO & COMPANY/MN | +13,951 | +121.7% | 25,419 |
| SEI INVESTMENTS CO | +11,400 | +100.5% | 22,744 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +9,060 | +47.1% | 28,282 |
| LPL Financial LLC | +8,420 | +82.9% | 18,573 |
| Penserra Capital Management LLC | +3,760 | +2.9% | 133,962 |
| Tower Research Capital LLC (TRC) | +2,793 | +199.6% | 4,192 |
| CITIGROUP INC | +1,817 | +769.9% | 2,053 |
| BANK OF AMERICA CORP /DE | +1,667 | +6.9% | 25,778 |
| AE Wealth Management LLC | +1,653 | +10.5% | 17,432 |
| UBS AM, a distinct business unit of | +1,644 | +200.7% | 2,463 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Flat Footed LLC | -231,240 | -34.8% | 433,192 |
| GOLDMAN SACHS GROUP INC | -69,566 | -28.8% | 171,924 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -47,665 | -42.3% | 65,137 |
| ADAPT WEALTH ADVISORS, LLC | -45,700 | -64.4% | 25,285 |
| HSBC HOLDINGS PLC | -37,637 | -56.9% | 28,511 |
| BlackRock, Inc. | -36,746 | -2.2% | 1,615,489 |
| Jump Financial, LLC | -27,138 | -70.8% | 11,200 |
| BARCLAYS PLC | -24,228 | -49.0% | 25,171 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -18,157 | -24.6% | 55,557 |
| JPMORGAN CHASE & CO | -15,861 | -63.9% | 8,973 |
| Independent Advisor Alliance | -13,557 | -3.5% | 376,834 |
| RENAISSANCE TECHNOLOGIES LLC | -12,490 | -11.4% | 97,234 |
| Qube Research & Technologies Ltd | -6,162 | -20.6% | 23,719 |
| OSAIC HOLDINGS, INC. | -2,384 | -39.3% | 3,680 |
| FMR LLC | -2,165 | -63.3% | 1,257 |
| Cambridge Investment Research Advis | -2,054 | -3.7% | 53,851 |
| ROYAL BANK OF CANADA | -1,286 | -44.1% | 1,633 |
| NISA INVESTMENT ADVISORS, LLC | -604 | -24.2% | 1,896 |
| BNP PARIBAS FINANCIAL MARKETS | -602 | -12.9% | 4,079 |
| SIMPLEX TRADING, LLC | -573 | -46.2% | 668 |