Seven Hills Realty Trust
SEVNFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Seven Hills Realty Trust Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 10, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Legal & General Group Plc | 2026-03-31 | 1,797 | Not shown | SEC filing |
| Smith Asset Management Co., LLC | 2026-03-31 | 32,053 | Not shown | SEC filing |
| Triumph Capital Management | 2026-03-31 | 481 | Not shown | SEC filing |
| MAI Capital Management | 2026-03-31 | 5 | Not shown | SEC filing |
| Lido Advisors, LLC | 2026-03-31 | 123,038 | Not shown | SEC filing |
| Golden State Wealth Management, LLC | 2026-03-31 | 982 | Not shown | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 50,383 | Not shown | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 97,234 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 731 | Not shown | SEC filing |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 30,000 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 56,356 | Not shown | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 1,633 | Not shown | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 17,891 | Not shown | SEC filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2026-03-31 | 1,003,341 | Not shown | SEC filing |
| HUNTINGTON NATIONAL BANK | 2026-03-31 | 2 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 893,541 | Not shown | SEC filing |
| Odyssean, LLC | 2026-03-31 | 10,784 | Not shown | SEC filing |
| Penserra Capital Management LLC | 2026-03-31 | 133,962 | Not shown | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 11 | Not shown | SEC filing |
| Qube Research & Technologies Ltd | 2026-03-31 | 23,719 | Not shown | SEC filing |
- Each value is checked against Seven Hills Realty Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- FMR LLC: 3,422 shares reported 2025-12-31; 1,257 shares reported 2026-03-31.
- Ameritas Investment Partners, Inc.: 1,253 shares reported 2025-12-31; 1,253 shares reported 2026-03-31.
- IFP Advisors, Inc: 4 shares reported 2025-12-31; 10 shares reported 2026-03-31.
- Optiver Holding B.V.: 242 shares reported 2025-12-31; 114 shares reported 2026-03-31.
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 819 shares reported 2025-12-31; 2,463 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 13,686 shares reported 2025-12-31; 13,941 shares reported 2026-03-31.
- GEODE CAPITAL MANAGEMENT, LLC: 557,604 shares reported 2025-12-31; 627,092 shares reported 2026-03-31.
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM: 1,356 shares reported 2025-12-31; 1,195 shares reported 2026-03-31.
- Nuveen, LLC: 36,280 shares reported 2025-12-31; 36,280 shares reported 2026-03-31.
- Tower Research Capital LLC (TRC): 1,399 shares reported 2025-12-31; 4,192 shares reported 2026-03-31.
- ROTHSCHILD INVESTMENT LLC: 93 shares reported 2025-12-31; 50 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 10,440 shares reported 2025-12-31; 10,678 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
61 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Seven Hills Realty Trust's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-12-11 · PORTNOY ADAM D.: Larger than 21 of the 22 other insider purchases of Common Shares of Beneficial Interest on file. SEC filing
- 2025-12-11 · ABP Trust: Larger than 21 of the 22 other insider purchases of Common Shares of Beneficial Interest on file. SEC filing
- 2022-05-11 · PORTNOY ADAM D.: Larger than 20 of the 22 other insider purchases of Common Shares of Beneficial Interest on file. SEC filing
Independent insiders buying near the same time
- 2025-12-11–2025-12-11: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-11-29–2022-11-29: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-11-12–2021-11-16: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2010-03-15–2010-03-18: 6 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-12-11 | ABP Trust · 10% owner | Common Shares of Beneficial Interest | P — Open market or private purchase | +2,015,748 | 8.65 | SEC filing |
| 2025-12-11 | PORTNOY ADAM D. · Director, 10% owner | Common Shares of Beneficial Interest | P — Open market or private purchase | +2,015,748 | 8.65 | SEC filing |
| 2025-12-01 | SOMERS JEFFREY P. · Director | Subscription Right | S — Open market or private sale | −1,441 | 0.01 | SEC filing |
| 2025-05-30 | Morea Joseph · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +3,800 | 11.88 | SEC filing |
| 2023-08-25 | GILMORE BARBARA D. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +2,000 | 10.86 | SEC filing |
| 2023-08-25 | GILMORE BARBARA D. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +2,000 | 10.87 | SEC filing |
| 2023-04-27 | Sy Tiffany R · CFO and Treasurer | Common Shares of Beneficial Interest | P — Open market or private purchase | +1,000 | 9.86 | SEC filing |
| 2022-11-29 | Lorenzini Thomas J. · President | Common Shares of Beneficial Interest | P — Open market or private purchase | +1,000 | 9.57 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-09 | LAMKIN WILLIAM A. · Director | Common Shares of Beneficial Interest | G — Bona fide gift | +9,976 | SEC filing |
| 2026-06-09 | LAMKIN WILLIAM A. · Director | Common Shares of Beneficial Interest | G — Bona fide gift | −9,976 | SEC filing |
| 2026-06-09 | LAMKIN WILLIAM A. · Director | Common Shares of Beneficial Interest | A — Grant, award, or other acquisition | +9,976 | SEC filing |
| 2026-06-09 | Morea Joseph · Director | Common Shares of Beneficial Interest | A — Grant, award, or other acquisition | +9,976 | SEC filing |
| 2026-06-09 | Jordan Matthew P. · Director | Common Shares of Beneficial Interest | A — Grant, award, or other acquisition | +9,976 | SEC filing |
| 2026-06-09 | Talley Mark A. · Director | Common Shares of Beneficial Interest | A — Grant, award, or other acquisition | +9,976 | SEC filing |
| 2026-06-09 | PORTNOY ADAM D. · Director, 10% owner | Common Shares of Beneficial Interest | A — Grant, award, or other acquisition | +9,976 | SEC filing |
| 2026-06-09 | GILMORE BARBARA D. · Director | Common Shares of Beneficial Interest | A — Grant, award, or other acquisition | +9,976 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2015-06-03 | RMR Advisors LLC · Other | Common Shares of Beneficial Interest | J — Other acquisition or disposition | −33,579 | SEC filing |
| 2012-01-20 | MARTIN GERARD M · Other | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +181,073 | SEC filing |
| 2012-01-20 | KOUMANTZELIS ARTHUR G · Director | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +252 | SEC filing |
| 2012-01-20 | DIAZ FERNANDO · Vice President of Fund | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +941 | SEC filing |
| 2012-01-20 | RMR ADVISORS INC · Other | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +16,592 | SEC filing |
| 2012-01-20 | PORTNOY ADAM · President of Fund | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +16,592 | SEC filing |
| 2012-01-20 | KLEIFGES MARK LAWRENCE · Treasurer & CFO of Fund | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +5,551 | SEC filing |
| 2012-01-20 | PORTNOY ADAM · President of Fund | Common Shares of Beneficial Interest | J — Other acquisition or disposition | +84,299 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.