Seven Hills Realty Trust
Ownership
Ownership Structure
Who owns Seven Hills Realty Trust (SEVN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 96.0% of the shares are freely tradable; institutional investors hold 58.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| State Street Corp | 1.62 | 366,873 | +3.1 | 06/30/2026 |
| Riverbridge Partners LLC | 1.08 | 243,649 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Russell 2000 ETF | 3.49 | 791,456 | -1.1 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.62 | 593,503 | +0.0 | 09/30/2026 |
| iShares Mortgage Real Estate Capped ETF | 1.39 | 315,658 | -0.4 | 09/30/2026 |
| Modern Capital Tactical Income A | 1.37 | 311,222 | +5.3 | 03/31/2026 |
| iShares Russell 2000 Value ETF | 1.27 | 288,224 | +0.2 | 09/30/2026 |
| Fidelity Small Cap Index | 1.15 | 260,461 | +0.0 | 07/31/2026 |
| Hoya Capital High Dividend Yield ETF | 0.72 | 163,460 | +0.3 | 09/30/2026 |
| Fidelity Extended Market Index | 0.63 | 143,022 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Portnoy Adam D. | Director | 361,266 | 2,384,356 $ | Sep 17, 2026 | direct |
| Jordan Matthew P. | Director | 118,244 | 780,410 $ | Sep 17, 2026 | direct |
| Lorenzini Thomas J. | President and CIO | 57,022 | 376,345 $ | Sep 17, 2026 | direct |
| Brown Matthew C. | CFO and Treasurer | 32,364 | 213,602 $ | Sep 17, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Portnoy Adam D. | Director | Other | 4,966 | 7.40 | 36,748 |
| Sep 17, 2026 | Lorenzini Thomas J. | President and CIO | Other | 2,732 | 7.40 | 20,217 |
| Sep 17, 2026 | Jordan Matthew P. | Director | Other | 8,115 | 7.40 | 60,051 |
| Sep 17, 2026 | Brown Matthew C. | CFO and Treasurer | Other | 2,624 | 7.40 | 19,418 |
| Sep 10, 2026 | Portnoy Adam D. | Director | Other | 27,247 | – | – |
| Sep 10, 2026 | Lorenzini Thomas J. | President and CIO | Other | 20,435 | – | – |
| Sep 10, 2026 | Jordan Matthew P. | Director | Other | 27,247 | – | – |
| Sep 10, 2026 | Brown Matthew C. | CFO and Treasurer | Other | 13,623 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.