Seven Hills Realty Trust
SEVN on Nasdaq. Seven Hills Realty Trust lends money to owners of commercial properties. Market value $155m.
Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Real estate stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$6.84 a share, at its 1-year low
Over the past year the price has ranged from $6.71 to $10.91.
Dividend: 12.2% a year
Paid every year for at least 5 years
Yields this high often come before a cut. Check the company's latest news.
Prices from Monday’s close (5 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | n/a | $38m | $38m | $35m | $29m |
| Operating margin | |||||
| Operating margin | n/a | 118.3% | 155.5% | n/a | n/a |
| Debt to equity | |||||
| Debt to equity | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.01bn | 0.01bn | 0.01bn | 0.02bn | 0.02bn |
Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)Not enough data
- Profit backed by cash (accruals)Yes
- DebtUnknown
- Revenue growth, five yearsShrinking, 8.5% a year
- Buying back its own sharesNo, 54% more shares since 2021
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $8 million last quarter, up 10% on a year ago.
- A loss of $867,000, after a profit of $3 million a year ago.
- 52% more shares than a year ago. Each share owns a bit less of the company.
- Sales grew on a year ago in 2 of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $9m |
| December 2024 | $8m |
| March 2025 | $8m |
| June 2025 | $7m |
| September 2025 | $7m |
| December 2025 | $7m |
| March 2026 | $8m |
| June 2026 | $8m |
| Quarter to | Amount |
|---|---|
| September 2024 | $3m |
| December 2024 | $5m |
| March 2025 | $5m |
| June 2025 | $3m |
| September 2025 | $3m |
| December 2025 | $5m |
| March 2026 | $4m |
| June 2026 | -$867,000 |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 18 February 2026
- Next quarterly (estimated, 10-Q)
- 27 October 2026
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 94 funds in all.
- Hotchkis & WileyHotchkis & Wiley team
- Value
- $1m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Hotchkis & WileyHotchkis & Wiley team | $1m | <0.1% |
Largest holders overall
- BlackRock$17mAdded
- Morgan Stanley$7m
- Vanguard Capital Management$7mCut
- Geode Capital Management$5mCut
- State Street$3mAdded
- Independent Advisor Alliance$3mCut
- Riverbridge Partners$2m
- Northern Trust$2mAdded
- Goldman Sachs Group$2mAdded
- Hotchkis & Wiley$1m
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Adam D. PortnoyInsider or founderat least 22.5%+8.9 pts(filed with 4 related holders)Since 4 December 2025
What they said
"Item 4. Purpose of Transaction" of the Schedule 13D is hereby amended by adding the following: Prior to the expiration of the Rights Offering on December 4, 2025, holders of rights subscribed for 5,167,113 Common Shares at $8.65 per Common Share (the "Subscription Price").…
Read the filing - BlackRock, Inc.Passive investor9.1%+1.1 ptsSince 30 June 2026
- Vanguard Capital ManagementPassive investorSold down below 5%Since 30 June 2026
- Morgan StanleyPassive investorSold down below 5%Since 31 March 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Adam D. Portnoy Insider or founder | at least 22.5%+8.9 pts (filed with 4 related holders) | 4 December 2025 | What they said"Item 4. Purpose of Transaction" of the Schedule 13D is hereby amended by adding the following: Prior to the expiration of the Rights Offering on December 4, 2025, holders of rights subscribed for 5,167,113 Common Shares at $8.65 per Common Share (the "Subscription Price").… Read the filing |
BlackRock, Inc. Passive investor | 9.1%+1.1 pts | 30 June 2026 | |
Vanguard Capital Management Passive investor | Sold down below 5% | 30 June 2026 | |
Morgan Stanley Passive investor | Sold down below 5% | 31 March 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $17m of shares on the open market.
- PORTNOY ADAM D.DirectorBought
- Date
- 11 December 2025
- Shares
- 2,015,748
- Price
- $8.65
- Value
- $17m
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 11 December 2025 | PORTNOY ADAM D. Director | Bought | 2,015,748 | $8.65 | $17m |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- Sales have shrunk: 8.5% a year.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.