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. 96.3% of the shares are freely tradable; institutional investors hold 58.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.13 | 1,615,489 | -2.2 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.43 | 1,003,341 | +0.0 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 3.94 | 893,541 | +4.0 | 03/31/2026 |
| Geode Capital Management, LLC | 2.77 | 627,092 | +12.5 | 03/31/2026 |
| Flat Footed LLC | 1.91 | 433,192 | -34.8 | 03/31/2026 |
| Independent Advisor Alliance | 1.66 | 376,834 | -3.5 | 03/31/2026 |
| State Street Corp | 1.57 | 355,747 | +13.4 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Russell 2000 ETF | 3.42 | 775,583 | -0.6 | 08/31/2026 |
| Modern Capital Tactical Income A | 1.37 | 311,222 | +5.3 | 03/31/2026 |
| iShares Russell 2000 Value ETF | 1.25 | 283,844 | -0.2 | 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 | 366,232 | 2,710,117 $ | Sep 10, 2026 | direct |
| Jordan Matthew P. | Director | 126,359 | 935,057 $ | Sep 10, 2026 | direct |
| Lorenzini Thomas J. | President and CIO | 59,754 | 442,180 $ | Sep 10, 2026 | direct |
| Brown Matthew C. | CFO and Treasurer | 34,988 | 258,911 $ | Sep 10, 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 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: September 17, 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.