Q3 2025 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2025-10-30 · accession 0001172661-25-004514
$277.6M
Reported value
33
Positions
2025-09-30
Period end
The Brief · Seven Post Investment Office LP · Q3 2025
AI · grounded in 13F
Seven Post Investment Office LP established a new position in VNQ valued at $76.2M. The fund also initiated new stakes in SPY for $50.1M and EQR for $20.8M. Additional new positions include VTI at $16.8M, PLD at $16.8M, and VEA at $14.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $76.2M | 27.4% | 833,186 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $50.1M | 18.0% | 75,199 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $20.8M | 7.49% | 321,344 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $16.8M | 6.06% | 51,288 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $16.8M | 6.05% | 146,673 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $14.7M | 5.29% | 244,909 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PPTYS INC | $11.7M | 4.23% | 193,318 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $9.7M | 3.49% | 70,329 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $9.4M | 3.40% | 302,130 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $8.6M | 3.10% | 29,821 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $6.8M | 2.45% | 555,865 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $5.3M | 1.90% | 68,825 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $5.1M | 1.82% | 119,501 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $3.9M | 1.41% | 61,760 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.31% | 67,097 | Common | SOLE |
| 464287101 | OEF | ISHARES TR | $3.0M | 1.09% | 9,086 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $2.6M | 0.93% | 3,860 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.87% | 4,818 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.8M | 0.64% | 20,507 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.3M | 0.45% | 4,951 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.2M | 0.42% | 3,800 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.1M | 0.38% | 11,268 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $748,391 | 0.27% | 6,298 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $699,320 | 0.25% | 7,825 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $660,386 | 0.24% | 1,275 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $570,076 | 0.21% | 15,487 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $507,123 | 0.18% | 7,693 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $368,659 | 0.13% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $343,941 | 0.12% | 2,488 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $270,720 | 0.10% | 8,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $263,484 | 0.09% | 1,200 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $232,704 | 0.08% | 380 | Common | SOLE |
| 70509V100 | PEB | PEBBLEBROOK HOTEL TR | $136,680 | 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.