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.
The Seven Hills Realty Trust (Nasdaq: SEVN) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered summaries to help interpret key information. As a mortgage REIT focused on first mortgage loans secured by middle market transitional commercial real estate, SEVN uses its SEC reports to describe its lending activities, capital structure and related person transactions.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q for discussions of SEVN’s loan portfolio, risk factors, management’s discussion and analysis, and relationships with its external manager, Tremont Realty Capital, and The RMR Group. These core filings outline how SEVN’s business of originating and investing in first mortgage loans is reflected in its financial statements and risk disclosures.
Current reports on Form 8-K document material events such as the announcement and commencement of a fully backstopped transferable rights offering, the listing of rights to purchase common shares under the symbol SEVNR, the authorization and purchase of specific loan investments, and the release of quarterly financial results. Exhibits to these 8-Ks include backstop agreements, dealer manager agreements, tax opinions, subscription rights certificates and earnings presentations.
Through this page, users can also monitor SEVN’s registered securities, including its common shares of beneficial interest listed on Nasdaq under the symbol SEVN and, where applicable, rights to purchase common shares. AI-generated highlights summarize complex sections of lengthy filings, helping readers quickly identify topics such as capital raising transactions, related person transactions, and updates to the company’s investment activities.
Filings are sourced in real time from the SEC’s EDGAR system, so investors can review new 10-K, 10-Q and 8-K reports for Seven Hills Realty Trust as they become available, while using AI explanations to better understand the implications of each disclosure.
Seven Hills Realty Trust reported Q3 2025 net income of $3.43 million, or $0.23 per share, on total revenue of $7.09 million. Income from loan investments, net, was $6.44 million as interest income eased with lower average coupons, while interest expense declined with smaller secured borrowings and lower rates. The allowance for credit losses rose modestly to $9.41 million. Cash and cash equivalents were $77.50 million, and secured financing facilities carried $429.45 million, with the company in covenant compliance.
The loan portfolio totaled 22 first mortgages with $641.90 million in commitments and a $612.42 million principal balance, a 2.9 weighted average risk rating, and an average coupon of 7.85%. Five loans (about 23% of amortized cost) were rated 4; there were no nonaccrual or past-due loans, and all borrowers were current as of September 30 and October 23, 2025. Common shares outstanding were 15,065,722 as of October 23, 2025. The company paid a $0.28 per-share distribution in Q3 and declared another $0.28 on October 9, 2025.
Seven Hills Realty Trust furnished materials announcing its financial results for the quarter and nine months ended September 30, 2025. The company issued a summary press release and a detailed earnings presentation, both made available as exhibits.
The press release is filed as Exhibit 99.1 and the third quarter 2025 results presentation as Exhibit 99.2 under Item 2.02 of a Form 8-K. The report date is October 27, 2025.
Matthew P. Jordan, a director of Seven Hills Realty Trust (SEVN), reported a transaction on 10/01/2025 where 1,037 common shares were disposed of at a price of $10.41 per share. The filing states the shares were withheld to satisfy a tax liability arising from the vesting of previously issued securities. After the withholding, Mr. Jordan beneficially owns 83,136 common shares, held directly. The Form 4 is signed and dated 10/03/2025.
Seven Hills Realty Trust (SEVN) reported a Form 4 for its President and CIO. On 10/01/2025, 243 common shares were withheld at $10.41 under transaction code F to cover taxes related to a vesting event pursuant to Rule 16b-3. After this administrative transaction, the insider held 24,753 shares directly.
Seven Hills Realty Trust filed a shelf registration on Form S-3 to offer up to $500,000,000 of securities including common and preferred shares, depositary shares, debt securities, subscription rights and warrants. SEVN is a Maryland REIT that focuses on originating and investing in floating-rate first mortgage loans sized approximately $15 million to $75 million secured by middle-market transitional commercial real estate. As of June 30, 2025, SEVN reported approximately $665.4 million in aggregate loan commitments across 23 first mortgage loans. The company has 15,069,116 common shares issued and outstanding as of September 17, 2025 and its common shares trade on Nasdaq under the symbol SEVN. The prospectus highlights transfer and ownership limits (generally 9.8%) and related Charitable Trust mechanisms, and incorporates risk factor disclosures and forward-looking statement cautions.
Seven Hills Realty Trust (SEVN) reporting person Matthew P. Jordan, a director, recorded a transaction dated 09/16/2025 showing the disposition of 5,251 common shares at a price of $10.95 per share. After the reported transaction Mr. Jordan beneficially owned 84,173 shares, held directly. The filing states the sale was to satisfy a tax withholding obligation arising from the vesting of previously issued securities. The Form 4 is signed 09/18/2025 and indicates a single reporting person filing.
Thomas J. Lorenzini, President and CIO of Seven Hills Realty Trust (SEVN), reported a single transaction on 09/16/2025 in a Form 4 filing. He disposed of 1,333 common shares at an indicated price of $10.95 per share through a transaction coded F(1), which the filer explains as withholding shares to pay tax liability upon vesting. After the transaction Lorenzini beneficially owned 24,996 common shares, held directly. The filing is signed 09/18/2025 and shows this was reported by one reporting person.
Adam D. Portnoy, a director and 10% owner of Seven Hills Realty Trust (SEVN), reported a sale of Common Shares on 09/16/2025. He disposed of 2,367 shares at $10.95 per share to satisfy a tax withholding obligation tied to vesting, reducing his direct holdings to 219,340 shares. He also reports indirect ownership of 1,824,590 shares through entities including ABP Trust and Tremont Realty Capital LLC, which he may be deemed to control but disclaims except for his pecuniary interest. The Form 4 is signed 09/18/2025.
Matthew C. Brown, the Chief Financial Officer and Treasurer of Seven Hills Realty Trust (SEVN), reported a non-derivative disposition of 970 common shares on 09/16/2025 at a price of $10.95 per share. The filing states the shares were withheld to satisfy a tax liability arising from the vesting of previously issued securities. After the transaction, Mr. Brown beneficially owns 14,385 shares directly. This Form 4 discloses an internal tax-withholding sale rather than a market-driven trade or new cash-selling program.
Matthew C. Brown, identified on the filing as CFO and Treasurer, reported a grant of 7,266 common shares of Seven Hills Realty Trust (SEVN) under the issuer's equity compensation plan on 09/09/2025. Following the reported transaction, Mr. Brown beneficially owned 15,355 common shares. The Form 4 is signed by Mr. Brown on 09/11/2025 and includes an explicit explanation that the transaction was a grant pursuant to the issuer's equity compensation plan.