How many institutions own SEVN stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SEVN shares is 118, representing 57.45% of the company's common stock.

Who are the major shareholders selling Seven Hills Realty Trust stock?

COVESTOR LTD, in the last quarter, reduced its stake in SEVN by -3.41% restricting it's holding to 85 shares of worth nearly $1.00K. ROYAL BANK OF CANADA also lessened -17.54% of the SEVN shares from its portfolio, reducing its holding to 2.92 thousand shares of worth $27.00K. CITADEL ADVISORS LLC also shunned SEVN shares holding by -18.54% last quarter which brought its holding to 14.5 thousand shares worth $129.05K.

Investors who are buying SEVN stock?

As per its latest 13F filing, BLACKROCK, INC. increased its stake in SEVN by 57.85% in the last quarter. The institutional holder raised its holding to 1.65 million shares having worth more than $14.70M. RIVERBRIDGE PARTNERS LLC also added 161.99% more shares of SEVN to its portfolio, raising its holding to 224.41 thousand shares of worth $2.00M. STATE STREET CORP also increased its SEVN shares holding by 75.2% which brought its holding to 313.7 thousand shares worth $2.79M.

SEVN's major insiders: who are they?

The insider with the most stakes in SEVN is Tremont Realty Capital LLC , 10 percent owner at the company. Additionally, SEVN stock is highly held by PORTNOY ADAM D. and director PORTNOY BARRY M among others.

Did an insider recently sell SEVN stock?

Company executives, directors, and other insiders own 3.74% percent of Seven Hills Realty Trust's stock. Within the last six months, there have been 1 transaction(s) in which SEVN insiders have sold stock, totaling 1.44K shares. Insiders that have sold shares include SOMERS JEFFREY P..

Which insider recently purchased SEVN stock?

There have been 2 transaction(s) during the past 6-months in which Seven Hills Realty Trust insiders have bought stock, totalling 4031496 shares

How much of SEVN does insiders own?

Around 9.16M Seven Hills Realty Trust shares are held by insiders, which represents about 3.74% of SEVN stock.

Who is the insider with the largest stake?

SEVN 10 percent owner, Tremont Realty Capital LLC holds the largest portfolio of the company's shares. SEVN shares owned by Tremont total nearly 4.58 million.

Which institution holds the most shares in SEVN?

BLACKROCK, INC. is the largest institutional owner in SEVN which holds 1.65 million shares worth $14.70M or 11.14% of the total SEVN shares outstanding followed by RIVERBRIDGE PARTNERS LLC with ownership of 224.41 thousand shares representing 1.51% of the SEVN ownership. STATE STREET CORP is the third largest stakeholder with 313.7 thousand shares or 2.12% of the ownership worth more than $2.79M.

Is Seven Hills Realty Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SEVN is concerned, it is a stock which is optionable.

Is there a short position on SEVN's shares?

Number of SEVN shares short is 287.96K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SEVN shares are there?

As of today, 14.94M shares of SEVN are outstanding.

Is there many float in SEVN stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SEVN has 14.48M shares in float.

SEVN short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SEVN is 3.23.

Seven Hills Realty Trust (SEVN) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.93

Short Percent Of Float2.26

Shares Outstanding14.94M

Shares Float14.48M

Shares Short287.96K

Short Ratio3.23

2.26%

Short % of Float

1.93%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.74% Percentage of Shares held by All Insiders

57.45% Percentage of Shares held by All Institutions

59.68% Percentage of Float held by Institutions

118

Number of Institutions Holding Shares

Institutional Ownership

About 57.45% of SEVN shares are held by financial institutions. BLACKROCK, INC. is the top corporate investor, holding 1.65M shares valued at $14.70M. A 11.14% stake in Seven Hills Realty Trust is owned by the company. RIVERBRIDGE PARTNERS LLC owns 224.41K shares valued at $2.00M, which translates its holding of 1.51% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BLACKROCK, INC.	11.14%	1.65M	14.7M	605.49K	+57.85%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	1.51%	224.41K	2M	138.76K	+161.99%
Dec 31, 2025	STATE STREET CORP	2.12%	313.7K	2.79M	134.65K	+75.20%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	2.63%	390.39K	3.47M	87.87K	+29.05%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	3.76%	557.6K	4.96M	199.32K	+55.63%
Dec 31, 2025	MORGAN STANLEY	5.79%	859.11K	7.65M	96.42K	+12.64%
Dec 31, 2025	VANGUARD GROUP INC	8.39%	1.24M	11.07M	454.75K	+57.67%
Dec 31, 2025	GAMMA INVESTING LLC	0%	17	151	17	+100.00%
Dec 31, 2025	COVESTOR LTD	0%	85	1K	-3	-3.41%
Dec 31, 2025		0%	87	774	87	+100.00%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	93	828	93	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	248	2.21K	248	+100.00%
Dec 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	2.5K	22.25K	142	+6.02%
Dec 31, 2025	STRS OHIO	0.03%	3.9K	34.71K	1.5K	+62.50%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	68.8K	612.32K	68.8K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	1.09%	161.43K	1.44M	33.11K	+25.80%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	819	7.29K	819	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	982	8.74K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1K	8.9K	0	0
Dec 31, 2025	SIMPLEX TRADING, LLC	0.01%	1.24K	11.04K	354	+39.91%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.25K	11.15K	0	0
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	1.27K	11.33K	268	+26.67%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.4K	12.45M	315	+29.06%
Dec 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	1.44K	12.83K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	2.01K	17.88K	700	+53.48%
Dec 31, 2025	CITIGROUP INC	0.01%	2.05K	18.27K	1.82K	+769.92%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	2.5K	22.23K	2.5K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	2.92K	27K	-621	-17.54%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	6.06K	53.99K	917	+17.82%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	2.68K	23.87K	897	+50.25%
Dec 31, 2025	FMR LLC	0.02%	3.42K	30.46K	2.17K	+172.67%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.18K	37.2K	4.18K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.07%	10.44K	92.92K	3.61K	+52.83%
Dec 31, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.09%	14K	124.6K	14K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.15%	22.95K	204.24K	7.4K	+47.59%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	29.88K	265.94K	29.88K	+100.00%
Dec 31, 2025	HSBC HOLDINGS PLC	0.22%	33.07K	294.19K	33.07K	+100.00%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.07%	10.95K	97.49K	10.95K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	14.5K	129.05K	-3.3K	-18.54%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.16%	24.11K	214.59K	11.26K	+87.62%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.26%	38.34K	341.21K	38.34K	+100.00%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.22%	32.59K	290.08K	-442	-1.34%
Dec 31, 2025	CWM, LLC	0%	254	2K	-124	-32.80%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	383	3.41K	0	0
Dec 31, 2025	TRUST CO OF TOLEDO NA /OH/	0%	408	3.63K	0	0
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	481	4.28K	189	+64.73%
Dec 31, 2025	COMERICA BANK	0%	483	4.3K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.74%	109.72K	976.54K	-4.91K	-4.28%
Dec 31, 2025	UBS GROUP AG	0.03%	3.94K	35.03K	-21.27K	-84.39%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	4.68K	41.66K	1.69K	+56.40%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.05%	6.97K	62.04K	4.08K	+141.46%
Dec 31, 2025	LPL FINANCIAL LLC	0.07%	10.15K	90.36K	10.15K	+100.00%
Dec 31, 2025	SEI INVESTMENTS CO	0.08%	11.34K	100.96K	11.34K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.09%	13.69K	121.8K	1.42K	+11.56%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.11%	15.78K	140.42K	1.66K	+11.79%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.13%	19.22K	171.08K	19.22K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.17%	24.83K	221.02K	4.23K	+20.51%
Dec 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.17%	25.29K	225.04K	-45.7K	-64.38%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.17%	25.42K	226.23K	13.95K	+121.65%
Dec 31, 2025	NUVEEN, LLC	0.24%	36.28K	322.89K	12.09K	+50.00%
Dec 31, 2025	BARCLAYS PLC	0.33%	49.4K	439.65K	22.59K	+84.24%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.33%	49.49K	440.47K	14.62K	+41.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	55.91K	498K	2.57K	+4.83%
Dec 31, 2025	AMALGAMATED BANK	0%	694	6K	252	+57.01%
Dec 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.01%	738	6.57K	433	+141.97%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	112.8K	1M	69.86K	+162.69%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.09%	13.77K	123K	13.77K	+100.00%
Dec 31, 2025	FLAT FOOTED LLC	4.48%	664.43K	5.91M	664.43K	+100.00%
Dec 31, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.37%	55.43K	493.28K	43.73K	+373.72%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.81%	120.75K	1.07M	52.47K	+76.85%
Dec 31, 2025	LIDO ADVISORS, LLC	0.83%	123.02K	1.27M	0	0
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.88%	130.2K	1.16M	38.45K	+41.90%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	3.54K	36K	-17.86K	-83.46%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	5.15K	53.54K	66	+1.30%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	16.3K	168K	-5.21K	-24.22%
Sep 30, 2025	BARCLAYS PLC	0.18%	26.81K	276.43K	230	+0.87%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.22%	33.04K	340.6K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.1%	14.12K	145.53K	14.12K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.11%	15.55K	160.31K	3.4K	+28.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.14%	20.61K	212.46K	4.78K	+30.19%
Sep 30, 2025	NUVEEN, LLC	0.16%	24.19K	249.37K	0	0
Sep 30, 2025	UBS GROUP AG	0.17%	25.21K	259.92K	-1.01K	-3.85%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	42.94K	442.72K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.37%	55.42K	571.38K	7.29K	+15.15%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.46%	68.28K	703.92K	6.78K	+11.03%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	53.33K	550K	1.96K	+3.82%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.01%	887	9K	718	+424.85%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	2	21	0	0
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0%	4	42	4	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	26	268	-91	-77.78%
Sep 30, 2025	COVESTOR LTD	0%	88	1K	25	+39.68%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	175	1.85K	0	0
Sep 30, 2025	CITIGROUP INC	0%	236	2.43K	-4.65K	-95.17%
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	242	2.5K	242	+100.00%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	305	3.15K	41	+15.53%
Sep 30, 2025	CWM, LLC	0%	378	4K	112	+42.11%
Sep 30, 2025	TRUST CO OF TOLEDO NA /OH/	0%	408	4.21K	0	0
Sep 30, 2025	AMALGAMATED BANK	0%	442	5K	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.24%	34.87K	359.5K	4.27K	+13.95%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	982	10.12K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1K	10.31K	0	0
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	1.01K	10.36K	644	+178.39%
Sep 30, 2025	MORGAN STANLEY	5.16%	762.69K	7.86M	15.99K	+2.14%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.08K	11.18K	-1.76K	-61.88%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.25K	12.92K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	2.99K	30.86K	1.26K	+72.21%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	2.36K	24K	2.36K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	2.89K	29.77K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	3.31K	34.1K	0	0
Sep 30, 2025	BAILARD, INC.	0.07%	10.5K	108.26K	10.5K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.08%	12.27K	126.48K	-938	-7.10%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.09%	13.54K	139.58K	0	0
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	0.09%	14K	144.34K	0	0
Sep 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.48%	70.99K	731.86K	70.99K	+100.00%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	2.05%	302.52K	3.12M	31.1K	+11.46%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	358.29K	3.69M	8.25K	+2.36%
Sep 30, 2025	VANGUARD GROUP INC	5.33%	788.56K	8.13M	15.37K	+1.99%
Sep 30, 2025	BLACKROCK, INC.	7.08%	1.05M	10.79M	17.62K	+1.71%
Sep 30, 2025	FMR LLC	0.01%	1.26K	12.94K	276	+28.19%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.31K	13.5K	0	0
Sep 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	1.44K	14.86K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	1.79K	18.4K	1.79K	+100.00%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	2.36K	24.31K	-29	-1.21%
Sep 30, 2025	STRS OHIO	0.02%	2.4K	24.74K	0	0
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	6.83K	70.43K	-1.14K	-14.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	11.47K	118.24K	1.82K	+18.88%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.08%	11.7K	120.63K	11.7K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.09%	12.85K	132.49K	7.15K	+125.34%
Sep 30, 2025	COMERICA BANK	0%	483	4.98K	0	0
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.58%	85.66K	883.1K	25.26K	+41.82%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.62%	91.76K	946K	3.1K	+3.50%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.78%	114.63K	1.18M	400	+0.35%
Sep 30, 2025	LIDO ADVISORS, LLC	0.83%	123.02K	1.27M	-21	-0.02%
Sep 30, 2025	NORTHERN TRUST CORP	0.87%	128.32K	1.32M	7.83K	+6.50%
Sep 30, 2025	STATE STREET CORP	1.21%	179.05K	1.85M	-24.16K	-11.89%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	16.22K	167.21K	16.22K	+100.00%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	0.09%	14K	168.98K	0	0
Jun 30, 2025	BLACKROCK, INC.	6.96%	1.03M	12.42M	-19.3K	-1.84%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.41%	60.4K	729K	2.25K	+3.87%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.14%	19.98K	241.18K	-7.95K	-28.47%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	7.97K	96.15K	334	+4.38%
Jun 30, 2025	TRUST CO OF TOLEDO NA /OH/	0%	408	4.93K	408	+100.00%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	383	4.62K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	361	4.36K	140	+63.35%
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	264	3.19K	-170	-39.17%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	175	2.11K	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	38	459	38	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	26	314	-26	-50.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-226	-100.00%
Jun 30, 2025	CRESCENT GROVE ADVISORS, LLC	0%	0	-	-23.87K	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-6.27K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	3.4K	41.04K	3.4K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	2.84K	34.33K	1.85K	+187.27%
Jun 30, 2025	STRS OHIO	0.02%	2.4K	28.97K	0	0
Jun 30, 2025	MORGAN STANLEY	5.05%	746.7K	9.01M	-284	-0.04%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	1.84%	271.42K	3.28M	-8.98K	-3.20%
Jun 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	1.44K	17.39K	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	982	11.85K	0	0
Jun 30, 2025	FMR LLC	0.01%	979	11.82K	377	+62.62%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.6%	88.65K	1.07M	2.59K	+3.01%
Jun 30, 2025		0.02%	2.89K	34.85K	2.89K	+100.00%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.22%	33.04K	398.74K	33.04K	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	117	1.41K	117	+100.00%
Jun 30, 2025	COVESTOR LTD	0%	63	1K	-51	-44.74%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	3	37	3	+100.00%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	0	-	-30	-100.00%
Jun 30, 2025	BAILARD, INC.	0%	0	-	-45.81K	-100.00%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0%	0	-	-8K	-100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.83%	123.04K	1.49M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.42%	61.5K	742.25K	-16.57K	-21.23%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	51.37K	620K	-3.67K	-6.67%
Jun 30, 2025	JANE STREET GROUP, LLC	0.33%	48.13K	580.89K	-572	-1.17%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	42.94K	518.3K	6.3K	+17.20%
Jun 30, 2025	BARCLAYS PLC	0.18%	26.58K	321K	11.54K	+76.75%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	21.4K	258K	2K	+10.32%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.21%	30.6K	369.33K	3.64K	+13.49%
Jun 30, 2025	UBS GROUP AG	0.18%	26.22K	316.46K	-37.16K	-58.63%
Jun 30, 2025	DEUTSCHE BANK AG\	0.15%	21.82K	263.42K	21.82K	+100.00%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.09%	13.54K	163.4K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.74K	20.98K	670	+62.73%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	927	11.19K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	120.49K	1.45M	20.7K	+20.74%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.77%	114.23K	1.38M	800	+0.71%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	21.5K	259.54K	1.66K	+8.38%
Jun 30, 2025	JPMORGAN CHASE & CO	0.11%	15.83K	191.06K	-9.25K	-36.88%
Jun 30, 2025	RHUMBLINE ADVISERS	0.09%	13.21K	159.39K	691	+5.52%
Jun 30, 2025	CITADEL ADVISORS LLC	0.09%	12.9K	155.7K	-1K	-7.19%
Jun 30, 2025	INVESCO LTD.	0.08%	12.15K	146.59K	12.15K	+100.00%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	2.39K	28.81K	-840	-26.03%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	5.08K	61.35K	276	+5.74%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.31K	15.8K	193	+17.29%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.25K	15.12K	0	0
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1K	12.07K	0	0
Jun 30, 2025	COMERICA BANK	0%	483	5.83K	0	0
Jun 30, 2025	AMALGAMATED BANK	0%	442	5K	0	0
Jun 30, 2025	VANGUARD GROUP INC	5.23%	773.19K	9.33M	14.79K	+1.95%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	350.04K	4.23M	16.51K	+4.95%
Jun 30, 2025	STATE STREET CORP	1.37%	203.21K	2.45M	28.15K	+16.08%
Jun 30, 2025	NUVEEN, LLC	0.16%	24.19K	291.94K	7.56K	+45.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	9.65K	116.44K	759	+8.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	5.7K	68.84K	-516	-8.30%
Jun 30, 2025	CITIGROUP INC	0.03%	4.89K	59K	-3.97K	-44.84%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	3.31K	39.92K	3.31K	+100.00%
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	2.89K	34.85K	2.89K	+100.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.12K	13.94K	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.07K	13.34K	-786	-42.39%
Mar 31, 2025	STRS OHIO	0.02%	2.4K	29.98K	0	0
Mar 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	3.23K	40.31K	-781	-19.49%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	4.81K	60.03K	-1.03K	-17.61%
Mar 31, 2025	CITIGROUP INC	0.06%	8.86K	110.67K	-989	-10.04%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	8.89K	111.01K	395	+4.65%
Mar 31, 2025	CITADEL ADVISORS LLC	0.03%	5K	62.45K	4.4K	+733.33%
Mar 31, 2025	BLACKROCK, INC.	7.1%	1.05M	13.09M	-24.62K	-2.29%
Mar 31, 2025	VANGUARD GROUP INC	5.14%	758.4K	9.47M	-1.38K	-0.18%
Mar 31, 2025	MORGAN STANLEY	5.06%	746.98K	9.33M	-24.61K	-3.19%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.26%	333.52K	4.17M	5.18K	+1.58%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	1.9%	280.4K	3.5M	-11.93K	-4.08%
Mar 31, 2025	BARCLAYS PLC	0.1%	15.04K	188K	-4.2K	-21.81%
Mar 31, 2025	FMR LLC	0%	602	7.52K	-314	-34.28%
Mar 31, 2025	LIDO ADVISORS, LLC	0.83%	123.04K	1.54M	12.15K	+10.96%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.77%	113.43K	1.42M	600	+0.53%
Mar 31, 2025	NORTHERN TRUST CORP	0.68%	99.8K	1.25M	1.43K	+1.45%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.58%	86.06K	1.07M	14.95K	+21.03%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.53%	78.07K	975.06K	-24.56K	-23.93%
Mar 31, 2025	UBS GROUP AG	0.43%	63.38K	791.62K	19.8K	+45.43%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.39%	58.15K	726.23K	5.34K	+10.12%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	55.04K	687K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.33%	48.7K	608.25K	48.7K	+100.00%
Mar 31, 2025	BAILARD, INC.	0.31%	45.81K	572.18K	-12.69K	-21.69%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	36.64K	457.63K	0	0
Mar 31, 2025	SIMPLEX TRADING, LLC	0.01%	816	10K	-589	-41.92%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	927	11.58K	0	0
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	982	12.27K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	990	12.37K	141	+16.61%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1K	12K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.04%	6.22K	77.68K	-5.39K	-46.43%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0.04%	6.27K	78.25K	-92	-1.45%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	7.63K	95.32K	312	+4.26%
Mar 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8K	99.92K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.13%	19.4K	242K	900	+4.87%
Mar 31, 2025	CRESCENT GROVE ADVISORS, LLC	0.16%	23.87K	298.15K	23.87K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.17%	25.08K	313.24K	-20.71K	-45.23%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	26.96K	336.75K	1.09K	+4.20%
Mar 31, 2025	RHUMBLINE ADVISERS	0.08%	12.52K	156.31K	-368	-2.86%
Mar 31, 2025	CALTON & ASSOCIATES, INC.	0.09%	13.54K	169.09K	13.54K	+100.00%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.19%	27.94K	348.92K	-9.92K	-26.20%
Mar 31, 2025	SANDERS MORRIS HARRIS LLC	0.09%	14K	174.86K	14K	+100.00%
Mar 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	1.44K	18K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	19.84K	247.81K	1.96K	+10.97%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.25K	15.65K	0	0
Mar 31, 2025	STATE STREET CORP	1.19%	175.06K	2.19M	-9.35K	-5.07%
Mar 31, 2025		0.11%	16.62K	207.63K	16.62K	+100.00%
Mar 31, 2024	BLACKROCK INC.	1.74%	254.98K	3.29M	12.79K	+5.28%
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	2.1%	307.26K	3.97M	-5.63K	-1.80%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	100	1.29K	-1.13K	-91.88%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	8.12K	104.89K	-413	-4.84%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	1.03%	150.31K	1.94M	-58.84K	-28.13%
Mar 31, 2024	JANE STREET GROUP, LLC	0.52%	75.94K	981.08K	19.85K	+35.39%
Mar 31, 2024	KORE ADVISORS LP	0%	0	-	-123.08K	-100.00%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0%	0	-	-33.51K	-100.00%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0%	0	-	-15.55K	-100.00%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	0	-	-300	-100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.2%	174.84K	2.26M	95.63K	+120.74%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.22%	178.74K	2.31M	18.73K	+11.71%
Mar 31, 2024	MORGAN STANLEY	5.04%	736.67K	9.52M	-2.11K	-0.29%
Mar 31, 2024	UBS GROUP AG	0.01%	774	10K	0	0
Mar 31, 2024	VANGUARD GROUP INC	4.72%	690.03K	8.92M	0	0
Mar 31, 2024	683 CAPITAL MANAGEMENT, LLC	0%	0	-	-19.77K	-100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0%	0	-	-11.03K	-100.00%
Mar 31, 2024	WASHINGTON TRUST CO	0%	0	-	-284	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	2	26	-4K	-99.95%
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0%	39	504	39	+100.00%
Mar 31, 2024	ANCORA ADVISORS, LLC	0%	135	1.74K	0	0
Mar 31, 2024	FMR LLC	0%	145	1.88K	-1K	-87.37%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	288	3.72K	0	0
Mar 31, 2024	MACQUARIE GROUP LTD	0%	391	5	391	+100.00%
Mar 31, 2024	COMERICA BANK	0%	483	6.24K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	586	7.57K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	1.33K	17.13K	3	+0.23%
Mar 31, 2024	TFC FINANCIAL MANAGEMENT, INC.	0.01%	1.44K	18.62K	0	0
Mar 31, 2024	SIMPLEX TRADING, LLC	0.02%	2.63K	33K	2.63K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	4.6K	59.48K	-7.06K	-60.51%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.04%	5.34K	69.02K	0	0
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.09%	12.81K	165.53K	12.81K	+100.00%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.09%	12.9K	166.67K	0	0
Mar 31, 2024	JUMP FINANCIAL, LLC	0.09%	13.56K	175.25K	3.36K	+32.98%
Mar 31, 2024	MARSHALL WACE, LLP	0.1%	14.51K	187.43K	14.51K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.1%	14.98K	193K	-2.68K	-15.17%
Mar 31, 2024	JPMORGAN CHASE & CO	0.17%	25.16K	325.11K	20.73K	+466.99%
Mar 31, 2024	NORTHERN TRUST CORP	0.17%	25.52K	329.77K	2.67K	+11.67%
Mar 31, 2024	HRT FINANCIAL LP	0.19%	27.29K	352K	27.29K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.25%	37.13K	479.75K	5.7K	+18.13%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.26%	37.86K	489.1K	0	0
Mar 31, 2024	CRESCENT GROVE ADVISORS, LLC	0.27%	39.58K	511.31K	39.58K	+100.00%
Mar 31, 2024	LAURION CAPITAL MANAGEMENT LP	0.32%	46.48K	600.52K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	55.56K	718K	515	+0.94%
Mar 31, 2024	STATE STREET CORP	0.38%	56.21K	726.22K	3.7K	+7.05%
Mar 31, 2024	LIDO ADVISORS, LLC	0.48%	70.59K	912K	0	0
Mar 31, 2024	SCOTIA CAPITAL INC.	0.53%	77.4K	999.93K	2.04K	+2.71%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.95%	139.56K	1.8M	74.18K	+113.48%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.96%	140.46K	1.82M	4.85K	+3.57%
Mar 31, 2024	MATISSE CAPITAL	0.97%	142K	1.83M	1K	+0.71%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.13%	164.64K	2.13M	77.43K	+88.78%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.21%	177.4K	2.29M	6.98K	+4.10%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.09%	12.54K	162.02K	12.54K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.34%	49.5K	639.59K	-1.33K	-2.62%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.93%	135.61K	1.76M	13.91K	+11.43%
Dec 31, 2023		0.84%	123.08K	1.59M	123.08K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.54%	79.21K	1.02M	43.64K	+122.72%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.51%	75.36K	975.07K	5.16K	+7.36%
Dec 31, 2023	LIDO ADVISORS, LLC	0.48%	70.59K	913.41K	70.59K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.45%	65.37K	845.92K	65.37K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.38%	56.09K	725.74K	56.09K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	55.04K	712K	0	0
Dec 31, 2023	STATE STREET CORP	0.36%	52.51K	679.47K	4.7K	+9.83%
Dec 31, 2023	CITIGROUP INC	0.35%	50.84K	657.82K	27.47K	+117.60%
Dec 31, 2023	LAURION CAPITAL MANAGEMENT LP	0.32%	46.48K	601.45K	46.48K	+100.00%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.26%	37.86K	489.86K	37.86K	+100.00%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	33.51K	433.56K	33.51K	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	31.43K	406.74K	31.43K	+1,571,550.00%
Dec 31, 2023	ANCORA ADVISORS, LLC	0%	135	1.75K	0	0
Dec 31, 2023	WASHINGTON TRUST CO	0%	284	3.68K	0	0
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.16%	170.42K	2.21M	83.34K	+95.72%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	1.43%	209.15K	2.71M	50.71K	+32.00%
Dec 31, 2023	BLACKROCK INC.	1.65%	242.19K	3.13M	184.46K	+319.48%
Dec 31, 2023	NORTHERN TRUST CORP	0.16%	22.86K	295.76K	588	+2.64%
Dec 31, 2023	683 CAPITAL MANAGEMENT, LLC	0.14%	19.77K	255.8K	19.77K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.12%	17.65K	227K	177	+1.01%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.11%	15.55K	201K	15.55K	+100.00%
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.09%	12.9K	166.93K	500	+4.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.08%	11.66K	150.87K	11.19K	+2,401.93%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.08%	11.03K	142.75K	-3.54K	-24.28%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.07%	10.2K	131.99K	10.2K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	2.1K	27.17K	2.1K	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	8.53K	119.01K	626	+7.92%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0.04%	5.34K	69.13K	0	0
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.09%	160K	2.07M	48.19K	+43.10%
Dec 31, 2023	JPMORGAN CHASE & CO	0.03%	4.44K	57.43K	4.44K	+100.00%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.03%	4K	51.79K	0	0
Dec 31, 2023	TFC FINANCIAL MANAGEMENT, INC.	0.01%	1.44K	18.65K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	1.32K	17.12K	-691	-34.31%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.23K	15.93K	1.23K	+100.00%
Dec 31, 2023	FMR LLC	0.01%	1.15K	14.85K	1.12K	+4,000.00%
Dec 31, 2023	UBS GROUP AG	0.01%	774	10.02K	-14.44K	-94.91%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	586	7.58K	-269	-31.46%
Dec 31, 2023	COMERICA BANK	0%	483	6.25K	0	0
Dec 31, 2023	INDEPENDENT ADVISOR ALLIANCE	2.14%	312.88K	4.05M	-62.98K	-16.76%
Dec 31, 2023	VANGUARD GROUP INC	4.71%	690.03K	8.93M	3.6K	+0.52%
Dec 31, 2023	MORGAN STANLEY	5.05%	738.78K	9.56M	1.25K	+0.17%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0%	300	3.88K	0	0
Dec 31, 2023	VIRTU FINANCIAL LLC	0%	0	-	-27.92K	-100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0%	0	-	-26.04K	-100.00%
Dec 31, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	288	3.73K	0	0
Dec 31, 2023	MATISSE CAPITAL	0.96%	141K	1.82M	-59K	-29.50%

Insiders

Among the SEVN insiders holding of 3.74% of the stake in company, TREMONT REALTY CAPITAL LLC, 10 percent owner, holds the largest shares of 4.58M. PORTNOY ADAM D., , is the second largest SEVN insider with ownership of 4.58M shares. PORTNOY BARRY M, director, stands third with possession of 500.1K shares of that stake.

Insiders	Designation	Shares Held
TREMONT REALTY CAPITAL LLC	10 percent owner	4.58M
PORTNOY ADAM D.		4.58M
PORTNOY BARRY M	director	500.1K
MOREA JOSEPH	director	42.39K
JORDAN MATTHEW P.	director	28.67K
PORTNOY ADAM	President of Fund	23.64K
LORENZINI THOMAS J.	President	9.55K
SY TIFFANY R	CFO and Treasurer	4K
GILMORE BARBARA D.	director	2K
SOMERS JEFFREY P.	director	457
SOMERS JEFFREY P.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	PORTNOY ADAM D.	PURCHASE	8.65	2.02M	17.44M	4.58M
Dec 11, 2025	TREMONT REALTY CAPITAL LLC	PURCHASE	8.65	2.02M	17.44M	4.58M
Dec 01, 2025	SOMERS JEFFREY P.	SALE	8.65	1.44K	12.46K	0
May 30, 2025	MOREA JOSEPH	PURCHASE	11.88	3.8K	45.14K	42.39K
Aug 25, 2023	GILMORE BARBARA D.	PURCHASE	10.87	2K	21.74K	2K
Apr 27, 2023	SY TIFFANY R	PURCHASE	9.86	1K	9.86K	4K
Nov 29, 2022	LORENZINI THOMAS J.	PURCHASE	9.57	1K	9.57K	9.55K
Nov 29, 2022	SY TIFFANY R	PURCHASE	9.53	1K	9.53K	3K
May 11, 2022	PORTNOY ADAM D.	PURCHASE	9469109.52	882.41K	8.36T	1.79M
Nov 16, 2021	JORDAN MATTHEW P.	PURCHASE	10.56	5K	52.81K	28.67K
Nov 12, 2021	LORENZINI THOMAS J.	PURCHASE	10.50	1K	10.5K	5.36K
Mar 13, 2017	MOREA JOSEPH	PURCHASE	20.09	500	10.04K	500
Oct 13, 2015	PORTNOY BARRY M	PURCHASE	18.34	47.53K	871.74K	500.1K
Jun 21, 2013	SOMERS JEFFREY P.	PURCHASE	18.46	457	8.44K	457
Mar 18, 2010	PORTNOY BARRY M	PURCHASE	17.35	24.65K	427.66K	38.36K
Mar 18, 2010	PORTNOY ADAM	PURCHASE	17.35	12.35K	214.27K	23.64K
Mar 17, 2010	PORTNOY ADAM	PURCHASE	17.25	333	5.74K	11.29K
Mar 17, 2010	PORTNOY BARRY M	PURCHASE	17.25	667	11.51K	13.71K
Mar 15, 2010	PORTNOY ADAM	PURCHASE	17.10	1.7K	29.07K	10.96K
Mar 15, 2010	PORTNOY BARRY M	PURCHASE	17.10	3.3K	56.43K	13.04K
Aug 24, 2009	SOMERS JEFFREY P.	PURCHASE	17.19	71	1.22K	71

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE4.03M2

SALES1.44K1

NET SHARES4.03M1

SHARES HELD9.16M3

% NET SHARES-55.98%-66.67%

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