SEVN Seven Hills Realty Trust - Common Stock
$7,81
Precio · Ago 24, 2026
Fundamentales a fecha de Jul 28, 2026
Rango 52S
$7–$11
12% of range
Calificación del Analista
BUY
11 analysts
Precio Objetivo
$10
+22% upside
P/E (TTM)
7.8
ROE
5.2%
Margen de Beneficio Neto
52.5%
SEVN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$7.81
Capitalización Bursátil
$176M
P/E (TTM)
7.8
BPA (TTM)
$1.00
Ingresos (TTM)
$29M
Rendimiento div.
10.7%
ROE
5.2%
Deuda/Capital
—
Rango 52S
$7 – $11
SEVN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$29M
2022-12-31
→
2025-12-31
BPA
$1.00
2021-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
52.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SEVN
Mediana de Pares
P/E (TTM)
7.8
6.5
P/S (TTM) (P/V (TTM))
6.0
1.7
P/B (P/C)
0.5
0.5
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SEVN
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
52.5%
13.2%
ROA
2.0%
0.54%
ROE
5.2%
5.0%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SEVN
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SEVN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-16.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-8.5%
—
EPS YoY (EPS interanual)
-16.7%
—
Net Income YoY (Beneficio Neto interanual)
-13.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SEVN
Mediana de Pares
Payout Ratio (Ratio de Pago)
122.0%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
10.7%
Ratio de Pago
122.0%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 20 de julio de 2026 | $0,2800 |
| 21 de abril de 2026 | $0,2800 |
| 26 de enero de 2026 | $0,2800 |
| 27 de octubre de 2025 | $0,2800 |
| 21 de julio de 2025 | $0,2800 |
| 22 de abril de 2025 | $0,3500 |
| 27 de enero de 2025 | $0,3500 |
| 28 de octubre de 2024 | $0,3500 |
| 22 de julio de 2024 | $0,3500 |
| 19 de abril de 2024 | $0,3500 |
| 19 de enero de 2024 | $0,3500 |
| 20 de octubre de 2023 | $0,3500 |
| 21 de julio de 2023 | $0,3500 |
| 21 de abril de 2023 | $0,3500 |
| 20 de enero de 2023 | $0,3500 |
| 21 de octubre de 2022 | $0,2500 |
| 22 de julio de 2022 | $0,2500 |
| 22 de abril de 2022 | $0,2500 |
| 21 de enero de 2022 | $0,2500 |
| 3 de septiembre de 2021 | $0,1500 |
SEVN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
11 analistas
- Compra fuerte 3 27,3%
- Compra 6 54,5%
- Mantener 2 18,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-23
Mediana
$10.00
Media
$9.55
← Por Debajo de Todos los Objetivos
$7.81
Mín
$8.50
Máx
$10.50
Objetivo mediano
$10.00
+28,0%
Objetivo medio
$9.55
+22,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.23 | $0.26 | -0.03% |
| 31 de marzo de 2026 | $0.24 | $0.24 | 0.00% |
| 31 de diciembre de 2025 | $0.27 | $0.28 | -0.01% |
| 30 de septiembre de 2025 | $0.29 | $0.30 | -0.01% |
| 30 de junio de 2025 | $0.31 | $0.35 | -0.04% |
| 31 de marzo de 2025 | $0.34 | $0.33 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SEVN | $201M | 8.9 | -16.7% | 52.5% | 5.2% | — |
| REFI | $258M | 7.3 | — | 65.0% | 11.7% | — |
| ACRE | $263M | 4.4 | -21.3% | -1.6% | -0.17% | — |
| CMTG | $429M | -0.9 | -24.4% | -260.4% | -29.7% | — |
| MITT | — | — | — | — | — | — |
| AOMR | — | — | — | — | — | — |
| CHMI | $94M | -28.3 | 38924.1% | 61.3% | 3.0% | — |
| ACR | — | 711.3 | -4.2% | — | — | — |
| SUNS | $127M | 10.1 | 103.0% | 56.3% | 6.6% | — |
| RPT | $126M | -46.1 | 65.7% | 9.6% | 0.55% | — |
| GPMT | $114M | -2.1 | -3.2% | — | -7.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | $29M | $35M | $38M | $38M | |
| SG&A Expense | $4M | $4M | $4M | $4M | |
| Operating Expenses | $14M | $17M | $12M | $11M | |
| Interest Expense | · | · | $34M | $18M | |
| Interest Income | $56M | $65M | $66M | $45M | |
| Pretax Income | $15M | $18M | $26M | $28M | |
| Income Tax | $14.0K | $33.0K | $-38.0K | $113.0K | |
| Net Income | $15M | $18M | $26M | $28M | |
| EPS (Basic) | $1.00 | $1.20 | $1.76 | $1.89 | |
| EPS (Diluted) | $1.00 | $1.20 | $1.76 | $1.89 | |
| Shares (Basic) | 15,240,000 | 14,712,000 | 14,625,000 | 14,540,000 | |
| Shares (Diluted) | 15,240,000 | 14,712,000 | 14,625,000 | 14,540,000 | |
| EBITDA | $1M | $1M | $604.0K | · |
Balance general 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $123M | $71M | $88M | $71M | |
| Total Assets | $821M | $693M | $732M | $747M | |
| Total Liabilities | $492M | $424M | $460M | $475M | |
| Common Stock | $23.0K | $15.0K | $15.0K | $15.0K | |
| Retained Earnings | $105M | $89M | $72M | $52M | |
| Stockholders' Equity | $329M | $269M | $271M | $272M | |
| Liabilities + Equity | $821M | $693M | $732M | $747M | |
| Shares Outstanding | 22,584,285 | 14,903,000 | 14,811,000 | 14,709,000 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $1M | $1M | $604.0K | $0 | |
| Stock-based Comp | $2M | $1M | $1M | $1M | |
| Other Non-cash | $-3M | $-360.0K | $-7M | · | |
| Operating Cash Flow | $15M | $20M | $20M | $13M | |
| Investing Cash Flow | $-73M | $21M | $36M | $-84M | |
| Stock Issued | $62M | $0 | · | · | |
| Stock Repurchased | $383.0K | $377.0K | $183.0K | $137.0K | |
| Net Stock Activity | $61M | $-377.0K | $-183.0K | $-137.0K | |
| Dividends Paid | $19M | $21M | $21M | $15M | |
| Financing Cash Flow | $111M | $-58M | $-39M | $116M | |
| Net Change in Cash | $53M | $-17M | $17M | $45M | |
| Taxes Paid | $-14.0K | $-35.0K | $135.0K | $134.0K |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | 52.5% | 50.5% | 67.9% | · | |
| Pretax Margin | 52.6% | 50.6% | 67.8% | · | |
| EBITDA Margin | 3.8% | 3.7% | 1.6% | · | |
| ROA | 2.0% | 2.5% | 3.5% | 4.1% | |
| ROE | 5.2% | 6.6% | 9.6% | 10.2% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.1 | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | -16.7% | -7.7% | -0.33% | · | |
| Revenue CAGR 3Y | -8.5% | · | · | · | |
| EPS YoY | -16.7% | -31.8% | -6.9% | -13.3% | |
| EPS CAGR 3Y | -19.1% | -18.1% | · | · | |
| Net Income YoY | -13.4% | -31.4% | -6.1% | 12.1% | |
| Net Income CAGR 3Y | -17.6% | -10.2% | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $29M | $35M | $38M | $38M | |
| Net Income TTM | $15M | $18M | $26M | $28M | |
| Market Cap | $201M | $195M | $192M | $133M | |
| P/E | 8.9 | 10.9 | 7.4 | 4.8 | |
| P/S | 6.8 | 5.5 | 5.0 | 3.5 | |
| P/B | 0.6 | 0.7 | 0.7 | 0.5 | |
| P / Tangible Book | 0.6 | 0.7 | 0.7 | 0.5 | |
| P / Cash Flow | 13.4 | 9.7 | 9.5 | 10.4 | |
| Dividend Yield | 9.4% | 10.7% | 10.8% | 11.0% | |
| Earnings Yield | 11.2% | 9.2% | 13.6% | 20.8% | |
| Payout Ratio | 122.0% | 116.6% | 79.5% | 52.9% | |
| Annual Payout | $19M | $21M | $21M | $15M |
Estado de resultados 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8M | $8M | $7M | $7M | $7M | $8M | $8M | $9M | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $8M | |
| SG&A Expense | $2M | $886.0K | $799.0K | $1M | $1M | $963.0K | $847.0K | $1M | $1M | $963.0K | $929.0K | $941.0K | $1M | $796.0K | $719.0K | $942.0K | |
| Operating Expenses | $9M | $4M | $3M | $4M | $5M | $3M | $3M | $5M | $5M | $4M | $4M | $2M | $4M | $2M | $3M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $9M | · | $9M | $8M | $8M | $7M | $5M | |
| Interest Income | $15M | $15M | $14M | $13M | $14M | $14M | $16M | $16M | $16M | $16M | $18M | $17M | $16M | $16M | $15M | $12M | |
| Pretax Income | $-878.0K | $4M | $5M | $3M | $3M | $5M | $5M | $3M | $4M | $5M | $6M | $7M | $5M | $8M | $7M | $5M | |
| Income Tax | $-11.0K | $6.0K | $8.0K | $-2.0K | $-3.0K | $11.0K | $6.0K | $11.0K | $13.0K | $3.0K | $-103.0K | $18.0K | $27.0K | $20.0K | $6.0K | $23.0K | |
| Net Income | $-867.0K | $4M | $5M | $3M | $3M | $5M | $5M | $3M | $4M | $5M | $6M | $7M | $5M | $8M | $7M | $5M | |
| EPS (Basic) | $-0.04 | $0.19 | $0.29 | $0.23 | $0.18 | $0.30 | $0.34 | $0.23 | $0.28 | $0.35 | $0.40 | $0.51 | $0.32 | $0.53 | $0.47 | $0.35 | |
| EPS (Diluted) | $-0.04 | $0.19 | $0.29 | $0.23 | $0.18 | $0.30 | $0.34 | $0.23 | $0.28 | $0.35 | $0.40 | $0.51 | $0.32 | $0.53 | $0.47 | $0.35 | |
| Shares (Basic) | 22,419,000 | 22,398,000 | -29,128,000 | 14,826,000 | 14,785,000 | 14,757,000 | -29,377,000 | 14,723,000 | 14,691,000 | 14,675,000 | -29,202,000 | 14,640,000 | 14,605,000 | 14,582,000 | -29,037,000 | 14,551,000 | |
| Shares (Diluted) | 22,419,000 | 22,398,000 | -29,128,000 | 14,826,000 | 14,785,000 | 14,757,000 | -29,377,000 | 14,723,000 | 14,691,000 | 14,675,000 | -29,202,000 | 14,640,000 | 14,605,000 | 14,582,000 | -29,051,000 | 14,551,000 | |
| EBITDA | · | $265.0K | · | · | · | $280.0K | · | · | · | $368.0K | · | · | · | · | · | · |
Balance general 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $70M | $57M | $123M | $77M | $46M | $42M | $71M | $82M | $70M | $93M | $88M | $60M | $82M | $84M | $71M | $76M | |
| Total Assets | $795M | $797M | $821M | $701M | $687M | $714M | $693M | $653M | $695M | $698M | $732M | $750M | $728M | $707M | $747M | $775M | |
| Total Liabilities | $474M | $470M | $492M | $434M | $420M | $445M | $424M | $383M | $424M | $426M | $460M | $480M | $460M | $439M | $475M | $507M | |
| Common Stock | $23.0K | $23.0K | $23.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | $15.0K | |
| Retained Earnings | $108M | $109M | $105M | $100M | $97M | $94M | $89M | $85M | $81M | $77M | $72M | $66M | $58M | $53M | $52M | $46M | |
| Stockholders' Equity | $321M | $327M | $329M | $266M | $267M | $269M | $269M | $270M | $271M | $272M | $271M | $270M | $268M | $268M | $272M | $268M | |
| Liabilities + Equity | $795M | $797M | $821M | $701M | $687M | $714M | $693M | $653M | $695M | $698M | $732M | $750M | $728M | $707M | $747M | $775M | |
| Shares Outstanding | 22,665,251 | 22,596,077 | 22,584,285 | 15,069,116 | 14,943,728 | 14,907,123 | 14,902,773 | 14,906,453 | 14,832,982 | 14,805,494 | 14,811,410 | 14,815,574 | 14,745,486 | 14,706,862 | 14,709,165 | 14,713,623 |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $264.0K | $265.0K | $258.0K | $289.0K | $279.0K | $280.0K | $290.0K | $318.0K | $315.0K | $368.0K | $296.0K | $308.0K | $0 | $0 | $0 | · | |
| Stock-based Comp | $891.0K | $207.0K | $216.0K | $487.0K | $677.0K | $356.0K | $159.0K | $367.0K | $497.0K | $336.0K | $151.0K | $271.0K | $579.0K | $120.0K | $129.0K | $259.0K | |
| Other Non-cash | · | $165.0K | · | · | · | $-1M | · | · | · | $-1M | · | · | · | · | · | · | |
| Operating Cash Flow | $4M | $5M | $3M | $3M | $5M | $4M | $4M | $7M | $4M | $5M | $5M | $3M | $5M | $7M | $3M | $4M | |
| Investing Cash Flow | $11M | $-44M | $-73M | $20M | $29M | $-50M | $-52M | $53M | $-19M | $40M | $47M | $-40M | $-21M | $50M | $28M | $-22M | |
| Stock Repurchased | $6.0K | $7.0K | $44.0K | $271.0K | $63.0K | $5.0K | $50.0K | $239.0K | $13.0K | $75.0K | $45.0K | $101.0K | $24.0K | $13.0K | $41.0K | $96.0K | |
| Net Stock Activity | · | $-7.0K | · | · | · | $-5.0K | · | · | · | $-75.0K | · | · | · | $-13.0K | · | · | |
| Dividends Paid | $6M | $6M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | |
| Financing Cash Flow | $-2M | $-28M | $115M | $8M | $-30M | $17M | $37M | $-48M | $-9M | $-39M | $-25M | $15M | $14M | $-44M | $-36M | $47M | |
| Net Change in Cash | $13M | $-67M | $46M | $32M | $4M | $-29M | $-11M | $13M | $-24M | $5M | $27M | $-22M | $-2M | $13M | $-5M | $28M | |
| Taxes Paid | $-2.0K | $11.0K | $0 | $-9.0K | $-5.0K | $0 | $-13.0K | $6.0K | $36.0K | $-64.0K | $2.0K | $8.0K | $122.0K | $3.0K | $42.0K | $0 |
Rentabilidad 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -10.7% | 52.6% | · | 48.4% | 36.2% | 59.7% | · | 39.3% | 45.1% | 55.9% | · | 76.3% | 51.1% | · | · | · | |
| Pretax Margin | -10.8% | 52.7% | · | 48.3% | 36.2% | 59.8% | · | 39.4% | 45.2% | 55.9% | · | 76.4% | 51.4% | · | · | · | |
| EBITDA Margin | · | 3.2% | · | · | · | 3.7% | · | · | · | 3.9% | · | · | · | · | · | · | |
| ROA | -0.12% | 0.58% | · | 0.51% | 0.39% | 0.64% | · | 0.50% | 0.59% | 0.75% | · | 0.98% | 0.64% | 1.2% | · | 0.84% | |
| ROE | -0.30% | 1.5% | · | 1.3% | 1.0% | 1.7% | · | 1.3% | 1.6% | 1.9% | · | 2.8% | 1.7% | 2.9% | · | 2.1% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $31M | $30M | · | $31M | $33M | $35M | · | $37M | $38M | $38M | · | $36M | $34M | · | · | · | |
| Net Income TTM | $10M | $15M | · | $14M | $15M | $17M | · | $20M | $22M | $25M | · | $25M | $22M | $29M | · | $23M | |
| Market Cap | $191M | $186M | · | $155M | $180M | $186M | · | $205M | $188M | $191M | · | $162M | $151M | $148M | · | $134M | |
| P/E | 15.1 | 9.1 | · | 11.0 | 12.2 | 10.8 | · | 10.1 | 8.7 | 7.6 | · | 6.4 | 6.8 | 5.1 | · | 5.5 | |
| P/S | 6.2 | 6.1 | · | 5.0 | 5.4 | 5.3 | · | 5.5 | 5.0 | 5.1 | · | 4.5 | 4.5 | · | · | · | |
| P/B | 0.6 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.8 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | |
| P / Tangible Book | 0.6 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.8 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | |
| P / Cash Flow | · | 37.0 | · | · | · | 50.5 | · | · | · | 40.5 | · | · | · | 22.5 | · | · | |
| Earnings Yield | 6.6% | 10.9% | · | 9.1% | 8.2% | 9.3% | · | 10.0% | 11.5% | 13.2% | · | 15.7% | 14.7% | 19.4% | · | 18.2% | |
| Payout Ratio | · | 144.3% | · | · | · | 115.1% | · | · | · | 99.1% | · | · | · | 66.0% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $29M | $35M | $38M | $38M | — |
| Beneficio neto | $15M | $18M | $26M | $28M | $25M |
| EPS Diluido | $1.00 | $1.20 | $1.76 | $1.89 | $2.18 |
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Propietarios institucionales (13F) 99 declarantes · $43.7M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 14 (-11 vs trimestre anterior) | 10 (+5 vs trimestre anterior) | 38 (+13 vs trimestre anterior) | 26 (0 vs trimestre anterior) | -546K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $9 731 011 | 1 093 372 | 22,27% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 377 101 | 875 101 | 16,88% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 347 174 | 515 521 | 9,95% | Acciones |
| STATE STREET CORP | $3 092 739 | 366 873 | 7,08% | Acciones |
| Independent Advisor Alliance | $2 833 497 | 336 118 | 6,48% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $2 053 964 | 243 649 | 4,70% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1 378 305 | 163 500 | 3,15% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 266 489 | 150 236 | 2,90% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 256 340 | 149 032 | 2,87% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $733 697 | 87 034 | 1,68% | Acciones |
| Lido Advisors, LLC | $725 874 | 86 106 | 1,66% | Acciones |
| Flat Footed LLC | $700 052 | 83 043 | 1,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $671 547 | 79 662 | 1,54% | Acciones |
| Qube Research & Technologies Ltd | $590 336 | 70 028 | 1,35% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $589 426 | 69 920 | 1,35% | Acciones |
| Running Point Capital Advisors, LLC | $493 278 | 55 425 | 1,13% | Acciones |
| Odyssean, LLC | $353 832 | 41 973 | 0,81% | Acciones |
| FMR LLC | $333 668 | 39 581 | 0,76% | Acciones |
| Abel Hall, LLC | $319 067 | 37 849 | 0,73% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $295 050 | 35 000 | 0,68% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $261 431 | 31 012 | 0,60% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $258 380 | 30 650 | 0,59% | Acciones |
| Smith Asset Management Co., LLC | $247 218 | 29 326 | 0,57% | Acciones |
| BlackRock, Inc. | $237 793 | 28 208 | 0,54% | Acciones |
| MORGAN STANLEY | $236 580 | 28 064 | 0,54% | Acciones |
| Nuveen Asset Management, LLC | $217 442 | 16 624 | 0,50% | Acciones |
| ADAPT WEALTH ADVISORS, LLC | $172 899 | 20 510 | 0,40% | Acciones |
| BANK OF AMERICA CORP /DE/ | $169 384 | 20 093 | 0,39% | Acciones |
| WELLS FARGO & COMPANY/MN | $160 878 | 19 084 | 0,37% | Acciones |
| Bank of New York Mellon Corp | $159 453 | 18 915 | 0,36% | Acciones |
| DEUTSCHE BANK AG\ | $155 955 | 18 500 | 0,36% | Acciones |
| AMERIPRISE FINANCIAL INC | $145 839 | 17 300 | 0,33% | Acciones |
| SEI INVESTMENTS CO | $143 681 | 17 044 | 0,33% | Acciones |
| BARCLAYS PLC | $141 438 | 16 778 | 0,32% | Acciones |
| RHUMBLINE ADVISERS | $128 124 | 15 199 | 0,29% | Acciones |
| LPL Financial LLC | $124 857 | 14 811 | 0,29% | Acciones |
| Jump Financial, LLC | $119 706 | 14 200 | 0,27% | Acciones |
| SANDERS MORRIS HARRIS LLC | $118 020 | 14 000 | 0,27% | Acciones |
| MetLife Investment Management, LLC | $111 192 | 13 190 | 0,25% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $96 102 | 11 400 | 0,22% | Opción de venta |
| Nuveen, LLC | $95 630 | 11 344 | 0,22% | Acciones |
| Russell Investments Group, Ltd. | $93 927 | 11 142 | 0,21% | Acciones |
| Creative Planning | $91 432 | 10 846 | 0,21% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $88 532 | 10 502 | 0,20% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $86 795 | 10 296 | 0,20% | Acciones |
| CITIGROUP INC | $75 457 | 8 951 | 0,17% | Acciones |
| Invesco Ltd. | $73 805 | 8 755 | 0,17% | Acciones |
| Vanguard Global Advisers, LLC | $60 097 | 7 129 | 0,14% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $58 766 | 6 971 | 0,13% | Acciones |
| OSAIC HOLDINGS, INC. | $48 927 | 5 802 | 0,11% | Acciones |
| PNC Financial Services Group, Inc. | $47 031 | 5 579 | 0,11% | Acciones |
| STRS OHIO | $32 877 | 3 900 | 0,08% | Acciones |
| NORTHERN TRUST CORP | $30 500 | 3 618 | 0,07% | Acciones |
| Global Retirement Partners, LLC | $24 026 | 2 850 | 0,05% | Acciones |
| MARSHALL WACE, LLP | $21 336 | 2 531 | 0,05% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20 246 | 2 463 | 0,05% | Acciones |
| Legal & General Group Plc | $20 181 | 2 394 | 0,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $17 888 | 2 122 | 0,04% | Acciones |
| AE Wealth Management LLC | $15 112 | 1 793 | 0,03% | Acciones |
| UBS Group AG | $14 955 | 1 774 | 0,03% | Acciones |
| Arax Advisory Partners | $12 342 | 1 464 | 0,03% | Acciones |
| TFC Financial Management, Inc. | $12 148 | 1 441 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $11 979 | 1 421 | 0,03% | Acciones |
| GAMMA Investing LLC | $10 647 | 1 263 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $10 563 | 1 253 | 0,02% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9 823 | 1 195 | 0,02% | Acciones |
| CWM, LLC | $8 787 | 1 069 | 0,02% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $8 430 | 1 000 | 0,02% | Acciones |
| HUNTINGTON NATIONAL BANK | $6 331 | 751 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $6 000 | 691 | 0,01% | Acciones |
| COMERICA BANK | $4 299 | 483 | 0,01% | Acciones |
| FIFTH THIRD BANCORP | $4 072 | 483 | 0,01% | Acciones |
| Triumph Capital Management | $4 055 | 481 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $3 801 | 451 | 0,01% | Acciones |
| Sterling Capital Management LLC | $3 482 | 413 | 0,01% | Acciones |
| TRUST CO OF TOLEDO NA /OH/ | $3 439 | 408 | 0,01% | Acciones |
| Cerity Partners LLC | $2 630 | 312 | 0,01% | Acciones |
| SIMPLEX TRADING, LLC | $2 124 | 252 | 0,00% | Acciones |
| Essential Partners LLC | $1 737 | 206 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $1 577 | 175 | 0,00% | Acciones |
| Penserra Capital Management LLC | $1 236 | 146 633 | 0,00% | Acciones |
| IFP Advisors, Inc | $978 | 116 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $809 | 95 | 0,00% | Acciones |
| Ares Financial Consulting, LLC | $733 | 87 | 0,00% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $573 | 68 | 0,00% | Acciones |
| Cambridge Investment Research Advisors, Inc. | $462 | 54 812 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $438 | 52 | 0,00% | Acciones |
| True Wealth Design, LLC | $414 | 49 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $389 | 46 | 0,00% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $258 | 30 650 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $219 | 26 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $177 | 21 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $155 | 18 344 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $118 | 14 | 0,00% | Acciones |
| Parallel Advisors, LLC | $118 | 14 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $85 | 10 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $9 | 1 | 0,00% | Acciones |
| JPL Wealth Management, LLC | $9 | 1 | 0,00% | Acciones |
| Covestor Ltd | $1 | 140 | 0,00% | Acciones |
Informantes de la empresa 23 insiders · 8 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew C. Brown | CFO and Treasurer | 4 de diciembre de 2025 X | 21 365 | 0 | 0 | $0 |
| Fernando Diaz | CFO & Treasurer | 1 de octubre de 2024 F | 8 519 | 0 | 0 | $0 |
| Tiffany R Sy | CFO and Treasurer | 13 de septiembre de 2023 A | 7 500 | 0 | 0 | $0 |
| Gerald Douglas Lanois | CFO and Treasurer | 19 de septiembre de 2022 F | 11 972 | 0 | 0 | $0 |
| Thomas J. Lorenzini | President and CIO | 12 de diciembre de 2025 X | 39 319 | 0 | 0 | $0 |
| John C Popeo | Vice-President of Fund | 16 de junio de 2009 J | 329 | 0 | 0 | $0 |
| Wood Karen Jacoppo | V.P. & Asst. Secretary of Fund | 20 de enero de 2012 J | 471 | 0 | 0 | $0 |
| Jennifer B Clark | CLO & Secretary of Fund | 20 de enero de 2012 J | 1 168 | 0 | 0 | $0 |
| Ann Marie Danner | Consejero | 9 de junio de 2026 A | 26 005 | 0 | 0 | $0 |
| Mark A. Talley | Consejero | 9 de junio de 2026 A | 9 976 | 0 | 0 | $0 |
| Matthew P. Jordan | Consejero | 9 de junio de 2026 A | 99 112 | 0 | 0 | $0 |
| Joseph Morea | Consejero | 9 de junio de 2026 A | 73 562 | 0 | 0 | $0 |
| William A. Lamkin | Consejero | 9 de junio de 2026 G | 38 784 | 0 | 0 | $0 |
| Barbara D. Gilmore | Consejero | 9 de junio de 2026 A | 43 688 | 0 | 0 | $0 |
| Adam D. Portnoy | Consejero | 9 de junio de 2026 A | 338 985 | 1 | 0 | $17 436 220 |
| Jeffrey P. Somers | Consejero | 1 de diciembre de 2025 S | 34 023 | 0 | 1 | $-14 |
| Phyllis M. Hollis | Consejero | 23 de mayo de 2023 A | 12 000 | 0 | 0 | $0 |
| John L. Harrington | Consejero | 30 de septiembre de 2021 A | 19 196 | 0 | 0 | $0 |
| Barry M Portnoy | Consejero | 25 de septiembre de 2017 X | 58 522 | 0 | 0 | $0 |
| Arthur G Koumantzelis | Consejero | 20 de enero de 2012 J | 350 | 0 | 0 | $0 |
| Mark Lawrence Kleifges | — | 13 de septiembre de 2017 X | 10 598 | 0 | 0 | $0 |
| RMR ADVISORS INC | — | 3 de junio de 2015 J | 0 | 0 | 0 | $0 |
| Gerard M Martin | — | 20 de enero de 2012 J | 190 329 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Tremont Realty Capital LLC, The RMR Group LLC, The RMR Group Inc., ABP Trust, Adam D. Portnoy ×4 presentaciones | 8 de diciembre de 2025 | 22,50% | Enmienda | — | SEC |
| Barry M. Portnoy ×3 presentaciones | 12 de octubre de 2017 | — | Presentación inicial | — | SEC |
| Mariner Investment Group, LLC | 27 de julio de 2015 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 18 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RIET · ETF Series Solutions | 1,10% | 134 823 NS | 31 de mayo de 2026 | N-PORT |
| IWC · iShares Trust | 0,04% | 81 199 SH | 21 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 284 939 SH | 21 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 127 720 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 19 623 SH | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 775 297 SH | 21 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 953 | 21 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,00% | 1 039 NS | 31 de mayo de 2026 | N-PORT |
| RB · ProShares Trust | 0,00% | 6 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,00% | 13 512 | 21 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,00% | 813 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 821 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 088 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 21 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 265 153 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 593 503 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 689 SH | 19 de agosto de 2026 | Diario |
| REM · iShares Trust | — | 275 053 SH | 21 de agosto de 2026 | Diario |