SEVN at a glance
Seven Hills Realty Trust (SEVN, SEC CIK 1452477) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Seven Hills Realty Trust (SEVN) reported revenue of $29.4 million (down 16.7% from FY2024) and net income of $15.4 million. Diluted EPS was $1.00.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding Seven Hills Realty Trust (SEVN) shares worth $42.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $29.4M
- −16.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 20 funds
- $42.9M · +0 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Profitability and margin percentages not disclosed
- Best and worst performing segments or product lines not disclosed
- Cash position, operating cash flow, and capital deployment changes not disclosed
- Key headwinds: CRE market conditions and unanticipated borrower defaults
Risk Factors
- No material changes to risk factors disclosed in the 2025 Annual Report
- No newly triggered risk factor identified for the quarter ended June 30, 2026
- No material regulatory, legal, or compliance risk updates disclosed
- No changed operational, competitive, market, liquidity, debt, currency, or concentration risks disclosed
AI summary of the SEVN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and six-month 2026 results released for periods ended June 30, 2026
- Summary press release and detailed earnings presentation furnished as Exhibits 99.1 and 99.2
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jeffrey P. Somers resigned as independent trustee effective June 9, 2026, without disagreement with SEVN or its Board
- Mark A. Talley appointed independent Class II trustee to complete Somers’s remaining term
Item 5.07: Submission of Matters to a Vote of Security Holders
- Ann M. Danner, William A. Lamkin, and Matthew P. Jordan elected as Class I trustees through 2029 annual meeting
- Matthew P. Jordan received strongest support, with 13,097,434 votes for and 635,360 withheld
AI summaries of SEVN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SEVN
Don't miss the next SEVN filing
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- Fund moves. Which tracked funds opened, added or cut SEVN, by share count.
- Ask anything. An AI agent that reads every SEVN filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lorenzini Thomas J. | F | Sep 17, 2026 | 2,732 | $7.40 |
| PORTNOY ADAM D. | F | Sep 17, 2026 | 4,966 | $7.40 |
| Brown Matthew C. | F | Sep 17, 2026 | 2,624 | $7.40 |
| Jordan Matthew P. | F | Sep 17, 2026 | 8,115 | $7.40 |
| PORTNOY ADAM D. | A | Sep 10, 2026 | 27,247 | - |
| Lorenzini Thomas J. | A | Sep 10, 2026 | 20,435 | - |
| Brown Matthew C. | A | Sep 10, 2026 | 13,623 | - |
| Jordan Matthew P. | A | Sep 10, 2026 | 27,247 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $38.2M | $35.3M | $29.4M | |
| Net Income | $26.0M | $17.8M | $15.4M | |
| Net Margin | 67.9% | 50.5% | 52.5% | |
| Balance Sheet | ||||
| Total Assets | $731.5M | $692.8M | $820.9M | |
| Equity | $271.2M | $269.3M | $328.7M | |
| ROE | 9.6% | 6.6% | 4.7% | |
| Per Share | ||||
| EPS | $1.76 | $1.20 | $1.00 | |
| Cash Flow | ||||
| Operating CF | $20.3M | $20.1M | $15.0M | |
Source: XBRL data in Seven Hills Realty Trust (SEVN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SEVN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $42.9M |
| Q1 2026 | 20 | $37.9M |
| Q4 2025 | 17 | $42.3M |
| Q3 2025 | 15 | $33.7M |
| Q2 2025 | 16 | $38.0M |
| Q1 2025 | 12 | $25.8M |
| Q4 2024 | 8 | $15.9M |
| Q3 2024 | 7 | $7.0M |
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- Morgan Stanley−4.0K (-0%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 115 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SEVN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Feb 18, 2026 | - | - | |
| 10-K | Feb 18, 2026 | Dec 31, 2025 | - |
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SEVN SEC filings: frequently asked questions
Which institutions hold SEVN stock?
As of June 30, 2026, the largest Seven Hills Realty Trust (SEVN) holders among the 13F filers tracked by SignalX were BlackRock ($17.3 million), Morgan Stanley ($7.5 million), Vanguard Capital Management LLC ($7.4 million), State Street Corp ($3.1 million), Northern Trust ($1.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SEVN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Seven Hills Realty Trust (SEVN) reported revenue of $29.4 million (down 16.7% from FY2024) and net income of $15.4 million. Diluted EPS was $1.00. The figures come from the XBRL data in the 10-K.
What did SEVN report in its latest 8-K?
Seven Hills Realty Trust (SEVN) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and six-month 2026 results released for periods ended June 30, 2026.
What are the latest SEVN SEC filings?
Seven Hills Realty Trust (SEVN) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on September 18, 2026.
What is SEVN's SEC CIK number?
Seven Hills Realty Trust (SEVN)'s SEC Central Index Key (CIK) is 1452477. EDGAR lists every SEVN filing under that number.
Ask anything about SEVN
The research agent reads SEVN's filings, financials, insider trades and 13F holders, then answers with sources.