Seven Post Investment Office Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$309.5M
Q ending 2026-03-31
Prior quarter
$279.7M
Q ending 2025-12-31
Change
+10.7% QoQ · +18.2% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VNQ | Shares | $75.4M | 850K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $45.4M | 70K |
| Equity Residential | EQR | Shares | $35.1M | 593K |
| Prologis Inc. | PLD | Shares | $19.7M | 149K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $15.1M | 21 |
| Vanguard Index Fds | VTI | Shares | $14.8M | 46K |
| Vanguard Tax-Managed Fds | VEA | Shares | $12.8M | 200K |
| Equity Lifestyle Properties | ELS | Shares | $12.3M | 197K |
| Enterprise Prods Partners L | EPD | Shares | $11.5M | 305K |
| Vanguard Intl Equity Index F | VT | Shares | $9.7M | 70K |
| Public Storage Oper Co | PSA | Shares | $8.3M | 30K |
| Ishares Silver Tr | SLV | Shares | $8.1M | 120K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.3M | 15K |
| World Gold Tr | GLDM | Shares | $6.5M | 71K |
| Americold Realty Trust Inc | COLD | Shares | $6.4M | 556K |
| Williams Cos Inc | WMB | Shares | $4.5M | 62K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.4M | 63K |
| Ishares Tr | IEFA | Shares | $1.9M | 21K |
| Apple Inc | AAPL | Shares | $1.3M | 5K |
| Vanguard Index Fds | VV | Shares | $1.1M | 4K |
| Ishares Tr | EFA | Shares | $1.1M | 11K |
| Alphabet Inc | GOOGL | Shares | $1.0M | 4K |
| Etfs Gold Tr | SGOL | Shares | $897K | 20K |
| Ishares Tr | IJR | Shares | $783K | 6K |
| Vanguard Scottsdale Fds | VONV | Shares | $734K | 8K |
| Ishares Tr | IVV | Shares | $719K | 1K |
| Vanguard Scottsdale Fds | VCSH | Shares | $616K | 8K |
| Ishares Inc | IEMG | Shares | $511K | 7K |
| Nvidia Corporation | NVDA | Shares | $509K | 3K |
| Microsoft Corp | MSFT | Shares | $472K | 1K |
| Ishares Tr | ESGU | Shares | $358K | 3K |
| Ishares Tr | ACWI | Shares | $345K | 2K |
| Tanger Inc | SKT | Shares | $272K | 8K |
| Amazon Com Inc | AMZN | Shares | $250K | 1K |
| Alphabet Inc | GOOG | Shares | $207K | 720 |
| Pebblebrook Hotel Tr | PEB | Shares | $152K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.