Seven Hills Realty Trust (SEVN)
Nasdaq: SEVN · Real Estate Investment Trusts · Newton, MA · filing with the SEC since 2008
Grade3.8
◀ Past 3.5● Present 3.9▶ Future 3.9
Who owns Seven Hills Realty Trust
As filed with the SECHolders of 5% or more
2
Adam D. Portnoy holds 22.5% of Common Shares of Beneficial Interest, $0.001 Par Value, as its SCHEDULE 13D/A filed Dec 8, 2025 says.
Directors and officers
10
report now, of 18 people on the record since 2009. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Adam D. Portnoy
SCHEDULE 13D/A · filed Dec 8, 2025 · Common Shares of Beneficial Interest, $0.001 Par Value · 13.6% in Nov 3, 2025
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 30, 2026 · Common Stock · 8% in Jan 21, 2026
Vanguard Capital Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.06% in Apr 30, 2026
Morgan Stanley
SCHEDULE 13G/A · filed May 12, 2026 · Common Shares of Beneficial Interest · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What SEVN reports owning in othersstakes of 5% or more, and other ties
10 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 18, 2026.
Insider tradesForm 4
0sales
3purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$17.5Mbought, in dollars
Open-market trades on Form 4 from Nov 2, 2025 to Nov 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 22 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Lorenzini Thomas J. | President and CIO | 0 | $0 | 0 | 1 | $0 |
| Portnoy Adam D. | President of Fund | 0 | $0 | 0 | 1 | $17.4M |
| Jordan Matthew P. | director | 0 | $0 | 0 | 1 | $100,000 |
| Rmr Group Inc. | 10% owner | 0 | $0 | 0 | 1 | $17.4M |