Welcome to our dedicated page for Seven Hills Realty Trust SEC filings (Ticker: SEVN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Seven Hills Realty Trust filings document the disclosure record of a Maryland real estate investment trust with common shares of beneficial interest listed on Nasdaq under SEVN. The filings cover operating and financial results, earnings presentations, material-event reports and capital-structure matters tied to the trust's commercial real estate lending business.
Proxy materials describe annual meeting procedures, shareholder voting matters, trustee governance and compensation-related disclosures. Other filings address common-share structure, material events, rights-offering and financing-related disclosures, and portfolio information for first mortgage loans secured by middle market transitional commercial real estate.
Vanguard Capital Management LLC, together with certain affiliated Vanguard entities, reports beneficial ownership of 1,023,204 shares of Seven Hills Realty Trust common stock, representing 4.52% of the class. Vanguard has sole power to vote 148,103 shares and sole power to dispose of 1,023,204 shares, with no shared voting or dispositive power. The filing explains that these shares are held across Vanguard funds and managed accounts for which Vanguard-affiliated business units exercise voting and/or dispositive authority, and notes that no other single person’s economic interest in these securities exceeds 5%.
BlackRock, Inc. filed an amended Schedule 13G reporting a significant ownership position in Seven Hills Realty Trust common stock. BlackRock reported beneficial ownership of 2,050,083 shares, representing 9.1% of the outstanding common stock. It reported sole voting power over 2,011,935 shares and sole dispositive power over 2,050,083 shares, with no shared voting or dispositive power. Various underlying clients and accounts have economic rights to dividends and sale proceeds, but no single person is reported to have an interest in more than five percent of the total outstanding common shares.
Seven Hills Realty Trust is a mortgage REIT focused on floating rate first mortgage loans on transitional commercial real estate. For the six months ended June 30, 2026, it generated total revenue of $16,464 and net income of $3,518, down from $7,210 a year earlier. Second quarter results showed a net loss of $867, or $(0.04) per share, compared with income of $2,678 in the prior year quarter, as credit costs rose sharply.
Income from loan investments, net, increased to $15,164 for the year to date period, reflecting portfolio growth to 27 loans with $722,325 of principal outstanding and a weighted average coupon rate of 7.29%. However, the allowance for credit losses on loans rose to $14,404 from $8,799 at year end, driven mainly by higher reserves on “4” rated office loans with near term maturities and lower estimated collateral values.
Total assets were $795,123, funded largely by $470,334 of secured financing facilities and $320,673 of shareholders’ equity. Cash and cash equivalents were $69,975, and the company reported $393,256 of unused capacity on its secured facilities. All loans were current with no past due or nonaccrual balances. The company paid $0.56 per share in common distributions in the first half and declared an additional $0.28 per share payable in August 2026.
Seven Hills Realty Trust reported second quarter 2026 results showing a mixed picture. It generated a net loss of $0.9 million, or $0.04 per share, versus net income a year earlier, mainly because of a higher $4.9 million provision for credit losses. Non‑GAAP Distributable Earnings were $5.1 million, or $0.23 per share, which the company uses to assess its dividend capacity.
The loan portfolio remains fully performing with no realized losses, a weighted average risk rating of 2.9, total commitments of $765 million and a weighted average loan‑to‑value of 67%. Office exposure decreased from 23% to 19%, helped by full repayment of a $26.5 million office loan. During the quarter SEVN originated three loans totaling $75.0 million and subsequently closed a $24.3 million retail loan in July, while receiving $85.2 million of repayments.
Liquidity is substantial, with $70.0 million of cash and $393.3 million of unused secured financing capacity. SEVN declared a quarterly distribution of $0.28 per share (about $6.3 million), a 122% payout of Distributable Earnings, and management emphasized deploying capital into new loans while staying on plan to achieve dividend coverage by year end.
Seven Hills Realty Trust director William A. Lamkin reported a mix of share gifts and a stock grant involving 9,976-share blocks of common shares of beneficial interest. He made two bona fide gifts totaling 19,952 shares, including a transfer to a trust where he is trustee and beneficiary. On the same date, he received 9,976 shares as a grant under the issuer’s equity compensation plan, restoring his direct holdings to that level while maintaining a larger indirect position through the trust.
Jordan Matthew P. reported acquisition or exercise transactions in this Form 4 filing.
Seven Hills Realty Trust director Matthew P. Jordan received a grant of 9,976 Common Shares of Beneficial Interest on June 9, 2026, at no cost per share. The shares were awarded under the issuer's equity compensation plan rather than bought in the open market.
Following this award, Jordan directly holds a total of 99,112 common shares. The filing reflects a compensation-related share grant, not a discretionary purchase or sale, and does not involve any derivative securities.
Seven Hills Realty Trust director Barbara D. Gilmore received 9,976 common shares of beneficial interest as a grant under the company’s equity compensation plan. The shares were awarded at no cash cost per share and are classified as a grant, award, or other acquisition.
Following this grant, Gilmore directly holds 43,688 common shares of beneficial interest. In addition, 3,000 common shares are reported as indirectly owned through her husband, giving investors a clearer picture of her overall equity exposure to the company.
Seven Hills Realty Trust director Ann Marie Danner received a grant of 9,976 Common Shares of Beneficial Interest on June 9, 2026. The shares were awarded at $0.00 per share as part of the issuer's equity compensation plan, rather than through an open-market purchase.
Following this grant, Danner directly holds 26,005 common shares. This filing reflects a compensation-related share award and does not report any share sales or option exercises.
Morea Joseph reported acquisition or exercise transactions in this Form 4 filing.
Seven Hills Realty Trust director Joseph Morea received 9,976 common shares of beneficial interest as an equity grant. The shares were awarded at no cash cost to him under the issuer's equity compensation plan, and his directly held position increased to 73,562 shares after this grant.
PORTNOY ADAM D. reported acquisition or exercise transactions in this Form 4 filing.
Seven Hills Realty Trust director and 10% owner Adam D. Portnoy received a grant of 9,976 Common Shares of Beneficial Interest on June 9, 2026 at no cost under the company’s equity compensation plan. This award increased his direct holdings to 338,985 common shares.
The filing also reports 4,756,323 common shares held indirectly, with interests attributed to entities including ABP Trust and Tremont Realty Capital LLC. Portnoy may be deemed a beneficial owner of these indirect holdings but disclaims beneficial ownership except to the extent of his pecuniary interest.