Q4 2025 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2026-01-29 · accession 0001172661-26-000384
$279.7M
Reported value
37
Positions
2025-12-31
Period end
The Brief · Seven Post Investment Office LP · Q4 2025
AI · grounded in 13F
Seven Post Investment Office LP closed its position in OEF, reducing its exposure by $3.02M. The fund established new positions in GOOGL with a $1.11M investment and AVGO with a $1.09M investment. Additionally, the fund trimmed its holding in IVV by 71.5%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $74.4M | 26.6% | 841,036 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $51.6M | 18.4% | 75,639 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $20.4M | 7.31% | 324,146 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $18.9M | 6.75% | 147,828 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $15.7M | 5.62% | 46,856 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $14.4M | 5.16% | 230,974 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PPTYS INC | $11.8M | 4.22% | 194,895 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $9.9M | 3.56% | 70,500 | Common | SOLE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $9.7M | 3.46% | 302,130 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $7.8M | 2.80% | 30,163 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $7.7M | 2.75% | 119,501 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $7.1M | 2.56% | 555,865 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $5.9M | 2.11% | 69,111 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $3.7M | 1.33% | 61,760 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.27% | 66,310 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 0.76% | 4,249 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.8M | 0.66% | 20,507 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.3M | 0.48% | 4,951 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.2M | 0.43% | 3,800 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.1M | 0.40% | 3,540 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.1M | 0.39% | 3,147 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $1.1M | 0.39% | 11,268 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $756,894 | 0.27% | 6,298 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $753,434 | 0.27% | 1,100 | Common | SOLE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $737,866 | 0.26% | 9,255 | Common | NONE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $722,247 | 0.26% | 7,825 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $636,206 | 0.23% | 15,487 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $616,615 | 0.22% | 1,275 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $587,661 | 0.21% | 3,151 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $493,328 | 0.18% | 7,339 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $377,217 | 0.13% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $352,027 | 0.13% | 2,488 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $276,984 | 0.10% | 1,200 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $266,960 | 0.10% | 8,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $225,936 | 0.08% | 720 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $220,750 | 0.08% | 352 | Common | SOLE |
| 70509V100 | PEB | PEBBLEBROOK HOTEL TR | $135,840 | 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.