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.
Talley Mark A. reported acquisition or exercise transactions in this Form 4 filing.
Seven Hills Realty Trust director Mark A. Talley received a grant of 9,976 Common Shares of Beneficial Interest on June 9, 2026 under the company’s equity compensation plan. The shares were awarded at $0.00 per share, and Talley now directly owns 9,976 shares.
Seven Hills Realty Trust director Mark A. Talley filed an initial Form 3, which is a required statement of beneficial ownership for insiders. The data provided shows no reported transactions, no share purchases or sales, and no derivative positions, indicating this is a baseline disclosure of his insider status.
Seven Hills Realty Trust reported board changes and shareholder voting results from its annual meeting. Independent Trustee Jeffrey P. Somers resigned effective after the meeting, and the Board elected Mark A. Talley as an Independent Trustee to fill the resulting vacancy and serve the remainder of Somers’s term. Talley was also appointed to the Audit, Compensation and Nominating and Governance Committees and entered into an indemnification agreement on terms consistent with other Trustees and officers. Shareholders elected Ann M. Danner, William A. Lamkin and Matthew P. Jordan to Class I trustee positions for three-year terms and ratified Deloitte & Touche LLP as independent auditors for the 2026 fiscal year.
Seven Hills Realty Trust furnished an investor presentation as part of a current report. On June 1, 2026, the company posted this presentation on its website and attached it as Exhibit 99.1 to the filing. The trust’s common shares of beneficial interest trade on The Nasdaq Stock Market LLC under the symbol SEVN.
The report is a communication update rather than a transaction or earnings announcement, intended to provide investors with additional presentation materials in June 2026.
Morgan Stanley reported beneficial ownership of 3.8% of Seven Hills Realty Trust common shares as shown on the amended Schedule 13G/A. The cover data lists 40,727 shares of shared voting power and 852,399 shares of shared dispositive power, with the reporting date shown as 03/31/2026.
The filing clarifies this ownership is aggregated across Morgan Stanley reporting units per Release No. 34-39538, and the amendment is signed by an authorized Morgan Stanley signatory on 05/12/2026.
Seven Hills Realty Trust reports that Vanguard Capital Management beneficially owns 1,144,576 shares of Common Stock. That holding represents 5.06% of the class and is shown with 141,235 shares as sole voting power and 1,144,576 shares as sole dispositive power. The filing is a Schedule 13G disclosing institutional beneficial ownership.
Seven Hills Realty Trust reported first-quarter 2026 results showing modest portfolio growth and stable credit quality. Net income was $4,385, or $0.19 per share, compared with $4,532, or $0.30 per share a year earlier, with the per-share change mainly reflecting a larger share count after the December 2025 rights offering.
Total revenue rose to $8,339 from $7,594, driven by higher net income from loan investments as the average loan balance increased. Loans held for investment, net, grew to $720,601 from $676,908, across 26 floating-rate first mortgages with $775,958 in total commitments, a weighted average coupon of 7.44% and loan-to-value of 66%.
Secured financing facilities had a carrying value of $465,817, with a 5.84% weighted average interest rate and expanded capacity after amendments to the UBS and Wells Fargo master repurchase agreements, which extended maturities to 2028 and raised the Wells Fargo facility to $250,000. Cash and cash equivalents were $56,606 at quarter end. Credit performance remained solid: the allowance for credit losses increased to $9,714, but all 26 loans were current, with no past due or nonaccrual loans and a weighted average risk rating of 2.8. The company paid a $0.28 per-share common distribution (totaling $6,327) and declared another $0.28 distribution payable in May 2026. Adjusted Book Value per share was $14.90, and Distributable Earnings were $5,303, or $0.24 per share.
Seven Hills Realty Trust reported first quarter 2026 net income of $4.4 million, or $0.19 per diluted share, and Distributable Earnings of $5.3 million, or $0.24 per diluted share.
The commercial mortgage REIT grew total loan commitments to $776 million across 26 floating rate first mortgage loans, with a weighted average loan-to-value of 66%, weighted average risk rating of 2.8, and no realized losses as of March 31, 2026. Three new loans totaling $67.5 million were originated in the quarter, while one $16.0 million hotel loan was repaid and another $54.6 million multifamily loan was repaid after quarter end.
Liquidity remained solid, with $56.6 million of cash and $397.5 million of unused financing capacity under secured facilities, supporting a debt-to-equity ratio of about 1.4x. The company declared a quarterly distribution of $0.28 per common share, or approximately $6.3 million, and extended the maturities of key UBS and Wells Fargo repurchase facilities into 2028 while increasing the Wells Fargo maximum size to $250 million.
Seven Hills Realty Trust receiving an amendment to a Schedule 13G shows The Vanguard Group reports zero shares beneficially owned following an internal realignment. The filing states Vanguard disaggregated certain subsidiaries' holdings and no longer is deemed to beneficially own securities held by those entities.
The amendment is signed by Vanguard's Head of Global Fund Administration and restates 0 shares (0%) beneficially owned as of the filing, with voting and dispositive powers reported as 0.
Seven Hills Realty Trust is asking shareholders to vote at its virtual 2026 annual meeting on electing three Class I trustees and ratifying Deloitte & Touche LLP as independent auditors. Shareholders of record on March 13, 2026 can participate and vote online.
The company highlights 2025 results, including approximately $15.4 million in net income, or $1.00 per share, and Distributable Earnings of about $18.3 million, or $1.22 per share. It closed eight new first mortgage loans totaling roughly $230 million and received around $142 million of loan repayments.
The loan portfolio consists of 24 floating rate first mortgage loans with commitments of $724 million, a weighted average coupon of 7.5%, all‑in yield of 7.9%, weighted average maximum maturity of 2.6 years and LTV of 66%. In December 2025, the company completed a fully backstopped equity rights offering raising about $65 million in gross proceeds and ended the year with approximately $123 million of cash and over $250 million of unused financing capacity.