Q2 2025 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2025-07-15 · accession 0001172661-25-002608
$265.5M
Reported value
34
Positions
2025-06-30
Period end
The Brief · Seven Post Investment Office LP · Q2 2025
AI · grounded in 13F
Seven Post Investment Office LP established a new position in VNQ valued at $73.5M. The fund also initiated new stakes in SPY for $44.4M and EQR for $21.5M. Additional new positions include VTI at $15.6M and PLD at $15.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $73.5M | 27.7% | 825,347 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $44.4M | 16.7% | 71,865 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $21.5M | 8.12% | 319,190 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $15.6M | 5.88% | 51,338 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $15.3M | 5.76% | 145,392 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $13.4M | 5.05% | 235,339 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PPTYS INC | $11.8M | 4.45% | 191,726 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $9.4M | 3.53% | 302,130 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $9.2M | 3.48% | 555,865 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $9.0M | 3.40% | 70,254 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $8.7M | 3.26% | 29,524 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $4.5M | 1.70% | 68,825 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $3.9M | 1.48% | 119,501 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $3.9M | 1.46% | 61,760 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.20% | 64,355 | Common | SOLE |
| 464287101 | OEF | ISHARES TR | $2.8M | 1.04% | 9,086 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.91% | 4,950 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $2.4M | 0.90% | 3,860 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.8M | 0.68% | 20,289 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.7M | 0.64% | 20,507 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.1M | 0.41% | 3,800 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.0M | 0.38% | 4,951 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $688,308 | 0.26% | 6,298 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $666,768 | 0.25% | 7,825 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $634,198 | 0.24% | 1,275 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $521,262 | 0.20% | 16,527 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $461,811 | 0.17% | 7,693 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $408,960 | 0.15% | 3,000 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $342,580 | 0.13% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $319,957 | 0.12% | 2,488 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $263,268 | 0.10% | 1,200 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $244,640 | 0.09% | 8,000 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $215,851 | 0.08% | 380 | Common | SOLE |
| 70509V100 | PEB | PEBBLEBROOK HOTEL TR | $119,880 | 0.05% | 12,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.