# Seven Post Investment Office LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1554308. Source: https://holderbook.com/funds/1554308-seven-post-investment-office-lp/

- Reported value: $352.3M
- Positions: 42
- Weight of the ten largest: 78.9%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $82.7M | 857,363 | 23.5% | 26 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $52.2M | 69,908 | 14.8% | 31 |
| EQUITY RESIDENTIAL | [EQR](https://holderbook.com/stocks/EQR/) | $41.0M | 603,185 | 11.6% | 13 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $20.3M | 150,185 | 5.8% | 26 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $17.0M | 45,938 | 4.8% | 26 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $15.7M | 21 | 4.5% | 2 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $14.0M | 196,873 | 4.0% | 31 |
| EQUITY LIFESTYLE PROPERTIES | [ELS](https://holderbook.com/stocks/ELS/) | $12.8M | 198,260 | 3.6% | 26 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $11.3M | 306,976 | 3.2% | 5 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $11.0M | 70,182 | 3.1% | 31 |
| PUBLIC STORAGE | [PSA](https://holderbook.com/stocks/PSA/) | $9.8M | 30,780 | 2.8% | 26 |
| AMERICOLD REALTY TRUST INC | [COLD](https://holderbook.com/stocks/COLD/) | $8.9M | 566,170 | 2.5% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $8.5M | 17,043 | 2.4% | 15 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $8.3M | 56,722 | 2.4% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $6.7M | 125,061 | 1.9% | 12 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $6.3M | 79,348 | 1.8% | 8 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $4.6M | 61,760 | 1.3% | 5 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $3.6M | 61,114 | 1.0% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.8M | 18,548 | 0.5% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.7M | 5,951 | 0.5% | 31 |
| LENNOX INTL INC | [LII](https://holderbook.com/stocks/LII/) | $1.7M | 3,000 | 0.5% | 1 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.3M | 3,800 | 0.4% | 5 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.2M | 11,268 | 0.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.0M | 5,093 | 0.3% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $934.1K | 6,298 | 0.3% | 17 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $831.9K | 7,825 | 0.2% | 17 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $823.8K | 1,100 | 0.2% | 13 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $768.2K | 20,093 | 0.2% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $693.3K | 1,940 | 0.2% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $589.6K | 7,461 | 0.2% | 3 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $547.2K | 6,606 | 0.2% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $475.6K | 1,275 | 0.1% | 21 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $414.4K | 2,532 | 0.1% | 18 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $391.5K | 2,494 | 0.1% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $365.6K | 1,117 | 0.1% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $316.2K | 338 | 0.1% | 1 |
| TANGER INC | [SKT](https://holderbook.com/stocks/SKT/) | $315.8K | 8,000 | 0.1% | 5 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $303.4K | 300 | 0.1% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $286.0K | 1,200 | 0.1% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $254.4K | 720 | 0.1% | 3 |
| PEBBLEBROOK HOTEL TR | [PEB](https://holderbook.com/stocks/PEB/) | $232.9K | 12,000 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $208.8K | 304 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.1% | +14.8% | -5.7% | 100% |
| Q1 2026 | -0.2% | -4.6% | +4.5% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.7% | 100% |
| Q3 2025 | +3.6% | +7.8% | -4.2% | 100% |
| Q2 2025 | +2.1% | +10.5% | -8.4% | 100% |
| Q1 2025 | +0.7% | -4.6% | +5.2% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.6% | 100% |
| Q3 2024 | +6.3% | +5.4% | +0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $352.3M | 42 |
| Q1 2026 | $309.5M | 36 |
| Q4 2025 | $279.7M | 37 |
| Q3 2025 | $277.6M | 33 |
| Q2 2025 | $265.5M | 34 |
| Q1 2025 | $261.8M | 33 |
| Q4 2024 | $261.2M | 33 |
| Q3 2024 | $661.7M | 55 |
| Q2 2024 | $539.9M | 55 |
| Q1 2024 | $409.6M | 55 |
| Q4 2023 | $397.1M | 52 |
| Q3 2023 | $361.7M | 52 |