SEVN

Seven Hills Realty Trust

SEVN.US sevnreit.com
Real Estate · REIT - Mortgage
7.41
+0.07 (+0.95%)
USD · NASDAQ
52-week range
7.31
9.85
Trading at 4% of the 52-week range
Market Cap
166.30M
P/E Ratio
10.79
Forward P/E
9.29
Book Value
14.15
Div. Yield
15.20%
% Institutions
59.02%
% Insiders
3.90%

1 Year

-23.5%

3 Year

-4.0%

10 Year

-11.5%
Description

Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. The company has elected to be taxed as a real estate investment trust. As a result, the company would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. The company was formerly known as RMR Mortgage Trust. Seven Hills Realty Trust was founded in 2008 and is headquartered in Newton, Massachusetts.

Company Information

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Company Name
Seven Hills Realty Trust
Sector
Real Estate
Industry
REIT - Mortgage
Exchange
NASDAQ
ISIN: US81784E1010
CIK: 0001452477
CUSIP: 81784E101
Currency: USD
Full Time Employees: 0
Phone: 617 332 9530
Website: sevnreit.com
Fiscal Year End: December
IPO Date: Jul 30, 2020
Description:

Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. The company has elected to be taxed as a real estate investment trust. As a result, the company would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. The company was formerly known as RMR Mortgage Trust. Seven Hills Realty Trust was founded in 2008 and is headquartered in Newton, Massachusetts.

Address:

Two Newton Place, Newton, MA, United States, 02458-1634

People

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Directors & Officers

Name Title Year Born
Mr. Thomas Joseph Lorenzini President & Chief Investment Officer 1966
Mr. Matthew C. Brown CPA CFO & Treasurer 1982
Matt Murphy Manager of Investor Relations NA
Ms. Lindsey Adair Getz J.D. Secretary NA
Mr. Jared R. Lewis Vice President NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Dec 11, 2025 Adam D Portnoy N/A Purchase 2.02M $8.65 $17.44M
Dec 11, 2025 Tremont Realty Capital Llc N/A Purchase 2.02M $8.65 $17.44M

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 1.62M Mar 31, 2026 7.13% $0.00 -2.22%
Vanguard Capital Management, LLC 1.00M Mar 31, 2026 4.43% $0.00 0.00%
Morgan Stanley - Brokerage Accounts 893.54K Mar 31, 2026 3.94% $0.00 4.01%
Geode Capital Management, LLC 627.09K Mar 31, 2026 2.77% $0.00 12.46%
Flat Footed LLC 433.19K Mar 31, 2026 1.91% $0.39 -34.80%
Independent Advisor Alliance 376.83K Mar 31, 2026 1.66% $0.03 -3.47%
State Street Corp 355.75K Mar 31, 2026 1.57% $0.00 13.40%
Riverbridge Partners LLC 243.65K Jun 30, 2026 1.08% $0.06 0.00%
Northern Trust Corp 178.48K Mar 31, 2026 0.79% $0.00 10.56%
The Goldman Sachs Group Inc 171.92K Mar 31, 2026 0.76% $0.00 42.39%
Hotchkis & Wiley Capital Management LLC 162.20K Mar 31, 2026 0.72% $0.00 0.00%
Vanguard Fiduciary Trust Co 142.57K Mar 31, 2026 0.63% $0.00 0.00%
Penserra Capital Management, LLC 133.96K Mar 31, 2026 0.59% $0.01 2.89%
Vanguard Portfolio Management, LLC 127.82K Mar 31, 2026 0.56% $0.00 0.00%
Lido Advisors, LLC 123.04K Mar 31, 2026 0.54% $0.00 0.02%
Renaissance Technologies Corp 97.23K Mar 31, 2026 0.43% $0.00 -11.38%
Charles Schwab Investment Management Inc 65.14K Mar 31, 2026 0.29% $0.00 -42.26%
HPM Partners LLC 57.26K Mar 31, 2026 0.25% $0.00 0.00%
UBS Group AG 56.36K Mar 31, 2026 0.25% $0.00 1,331.81%
Susquehanna International Group, LLP 55.56K Mar 31, 2026 0.25% $0.00 -24.63%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Russell 2000 ETF 775.58K 3.42% ▼ 0.57% Aug 31, 2026
2 Modern Capital Tactical Income A 311.22K 1.37% ▲ 5.27% Mar 31, 2026
3 iShares Russell 2000 Value ETF 283.84K 1.25% ▼ 0.23% Aug 31, 2026
4 iShares Mortgage Real Estate Capped ETF 277.86K 1.23% ▲ 0.00% Aug 31, 2026
5 Fidelity Small Cap Index 225.99K 1.00% ▲ 0.00% May 31, 2026
6 Russell 2000 Equity Index Fund B 201.38K 0.89% ▲ 22.23% Jun 30, 2026
7 Russell 2000 Index Non-Lendable Fund 201.38K 0.89% ▲ 22.23% Jun 30, 2026
8 Hoya Capital High Dividend Yield ETF 160.46K 0.71% ▲ 0.00% Aug 31, 2026
9 BSF Systematic US Eq Abs Ret A2 USD 114.54K 0.51% ▲ 49.92% Dec 31, 2025
10 State St Russell Sm Cap® Idx SL Cl I 81.03K 0.36% ▲ 0.00% Jun 30, 2026

Financial Highlights

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Market Cap: $166.30M
P/E Ratio: $10.79
Book Value: $14.15
Dividend/Share: $1.12
Dividend Yield: 15.20%
Earnings/Share: $0.68
Profit Margin: 45.35%
Operating Margin: -27.42%
ROA (TTM): 1.58%
ROE (TTM): 4.00%
Revenue (TTM): $25.89M
Revenue/Share (TTM): $1.36
Earnings Growth (YOY): -36.30%
Revenue Growth (YOY): -50.60%

Valuation Metrics

Enterprise Value: $566.66M
Trailing P/E: 10.79
Forward P/E: 9.29

Shares Statistics

Shares Outstanding: 22.66M
Shares Float: 21.83M
% Insiders: 3.90%
% Institutions: 59.02%
Short % Float: 4.62%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

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Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$58.87M
Cost of Goods Sold
adjust
$-11.51M
Gross Profit
subtotal
$47.36M
SG&A
adjust
$-8.75M
Operating Income
subtotal
$44.93M
Other / Non-Operating Items
adjust
$-29.50M
Net Income
subtotal
$15.43M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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