Seven Hills Realty Trust (SEVN) Institutional Ownership

$12.13
-0.01 (-0.08%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Seven Hills Realty Trust (NASDAQ:SEVN)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.46M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.83M
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SEVN Institutional Buying and Selling by Quarter

Seven Hills Realty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2024EP Wealth Advisors LLC37,856$490K0.0%N/A0.000%
2/12/2024Scotia Capital Inc.75,357$975K0.0%+7.4%0.000%
2/9/2024Kore Advisors LP123,076$1.59M0.4%N/A0.000%
2/8/2024Independent Advisor Alliance312,882$4.05M0.1%-16.8%0.000%
2/8/2024Matisse Capital141,000$1.83M1.0%-29.5%0.000%
2/8/2024Kingsview Wealth Management LLC33,505$434K0.0%N/A0.000%
2/7/2024Jump Financial LLC10,200$132K0.0%N/A0.000%
1/16/2024 Raymond James & Associates11,032$143K0.0%-24.3%0.000%
12/6/2023Citigroup Inc.23,362$255K0.0%N/A0.000%
11/15/2023Scotia Capital Inc.70,194$767K0.0%+1.4%0.000%
11/13/2023Acadian Asset Management LLC158,447$1.73M0.0%+56.1%0.000%
11/2/2023Nisa Investment Advisors LLC5,342$58K0.0%+55.2%0.000%
10/31/2023Golden Green Inc.30,703$335K0.3%+7.5%0.000%
10/25/2023Crescent Grove Advisors LLC61,615$673K0.1%N/A0.000%
10/24/2023Eudaimonia Partners LLC13,013$142K0.0%-7.9%0.000%
10/24/2023Independent Advisor Alliance375,862$4.10M0.2%-24.1%0.000%
8/11/2023Huntington National Bank4,002$41K0.0%N/A0.000%
8/7/2023Acadian Asset Management LLC101,500$1.04M0.0%+3.7%0.000%
8/3/2023Scotia Capital Inc.69,240$710K0.0%+4.1%0.000%
7/28/2023Independent Advisor Alliance495,356$5.08M0.2%-23.9%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.26,540$272K0.0%N/A0.000%
7/25/2023 Raymond James & Associates14,570$149K0.0%-12.4%0.000%
5/12/2023Independent Advisor Alliance651,195$6.54M0.3%-3.9%0.000%
5/11/2023Acadian Asset Management LLC97,853$980K0.0%+212.3%0.000%
5/11/2023Golden Green Inc.27,861$280K0.3%N/A0.000%
5/11/2023Scotia Capital Inc.66,535$665K0.0%+9.1%0.000%
5/9/2023Atlas Wealth LLC474,144$4.76M0.9%N/A0.000%
4/18/2023Claybrook Capital LLC70,588$709K0.4%+83.7%0.000%
2/9/2023Scotia Capital Inc.61,013$555K0.0%+1.7%0.000%
1/24/2023Claybrook Capital LLC38,435$349K0.2%N/A0.000%
1/18/2023Private Advisor Group LLC10,527$95.45M0.0%-11.0%0.000%
11/14/2022Almitas Capital LLC86,621$790K0.6%-32.1%0.000%
11/14/2022Mariner Investment Group LLC204,582$1.87M2.1%+10.2%0.000%
11/8/2022Matisse Capital200,000$1.82M2.3%-2.1%0.000%
11/7/2022Nisa Investment Advisors LLC3,442$31K0.0%+138.7%0.000%
11/4/2022Independent Advisor Alliance648,026$5.91M0.3%+10.5%0.000%
11/4/2022Eudaimonia Partners LLC13,773$126K0.0%N/A0.000%
10/14/2022Private Advisor Group LLC11,827$108K0.0%-25.3%0.000%
8/13/2022Mariner Investment Group LLC185,615$1.98M2.1%+10.1%0.000%
8/5/2022Scotia Capital Inc.59,364$634K0.0%+17.4%0.000%
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8/4/2022Independent Advisor Alliance586,466$6.26M0.3%N/A0.000%
7/28/2022Matisse Capital204,382$2.18M2.1%N/A0.000%
7/13/2022Private Advisor Group LLC15,827$169K0.0%+14.7%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.56,196$600K0.0%+2.4%0.000%
(Data available from 1/1/2016 forward)

SEVN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEVN shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Seven Hills Realty Trust. The most heavily invested institutionals were Private Advisor Group LLC ($95.45M), Atlas Wealth LLC ($4.76M), Independent Advisor Alliance ($4.05M), Mariner Investment Group LLC ($1.87M), Matisse Capital ($1.83M), Acadian Asset Management LLC ($1.73M), and Kore Advisors LP ($1.59M).Learn more on SEVN's institutional investors.

Which institutional investors have been buying Seven Hills Realty Trust stock?

Of the 20 institutional investors that purchased Seven Hills Realty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Independent Advisor Alliance ($648.03K), Atlas Wealth LLC ($474.14K), Matisse Capital ($204.38K), Acadian Asset Management LLC ($127.12K), Kore Advisors LP ($123.08K), Claybrook Capital LLC ($70.59K), and Crescent Grove Advisors LLC ($61.62K).

How much institutional buying is happening at Seven Hills Realty Trust?

Institutional investors have bought a total of 1,955,635 shares in the last 24 months. This purchase volume represents approximately $30.77M in transactions.

Which Seven Hills Realty Trust major shareholders have been selling company stock?

The following institutional investors have sold Seven Hills Realty Trust stock in the last 24 months: Independent Advisor Alliance ($364.97K), Matisse Capital ($63.38K), Almitas Capital LLC ($40.93K), Raymond James & Associates ($5.60K), Private Advisor Group LLC ($5.30K), and Eudaimonia Partners LLC ($1.12K).

How much institutional selling is happening at Seven Hills Realty Trust?

Institutional investors have sold a total of 481,304 shares in the last 24 months. This volume of shares sold represents approximately $5.75M in transactions.


This page (NASDAQ:SEVN) was last updated on 4/28/2024 by MarketBeat.com Staff

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