Seven Post Investment Office

Latest statistics and disclosures from Seven Post Investment Office's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VNQ, SPY, EQR, VTI, PLD, and represent 65.08% of Seven Post Investment Office's stock portfolio.
  • Added to shares of these 9 stocks: SPY, VNQ, VEA, VWO, PLD, EQR, ELS, PSA, VT.
  • Reduced shares in these 5 stocks: EFA, PLTR, BRK.B, SGOL, VTI.
  • Sold out of its position in PLTR.
  • Seven Post Investment Office was a net buyer of stock by $2.8M.
  • Seven Post Investment Office has $278M in assets under management (AUM), dropping by 4.59%.
  • Central Index Key (CIK): 0001554308

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Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 27.4 $76M 833k 91.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 18.0 $50M +4% 75k 666.18
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Equity Residential Sh Ben Int (EQR) 7.5 $21M 321k 64.73
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Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $17M 51k 328.17
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Prologis (PLD) 6.0 $17M 147k 114.52
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $15M +4% 245k 59.92
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Equity Lifestyle Properties (ELS) 4.2 $12M 193k 60.70
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.5 $9.7M 70k 137.80
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Enterprise Products Partners (EPD) 3.4 $9.4M 302k 31.27
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Public Storage (PSA) 3.1 $8.6M 30k 288.85
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Americold Rlty Tr (COLD) 2.5 $6.8M 556k 12.24
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World Gold Tr Spdr Gld Minis (GLDM) 1.9 $5.3M 69k 76.45
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Ishares Silver Tr Ishares (SLV) 1.8 $5.1M 120k 42.37
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Williams Companies (WMB) 1.4 $3.9M 62k 63.35
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $3.6M +4% 67k 54.18
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Ishares Tr S&p 100 Etf (OEF) 1.1 $3.0M 9.1k 332.84
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.6M 3.9k 669.30
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.4M -2% 4.8k 502.74
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M 21k 87.31
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Apple (AAPL) 0.5 $1.3M 5.0k 254.63
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.2M 3.8k 307.86
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.1M -44% 11k 93.37
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $748k 6.3k 118.83
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $699k 7.8k 89.37
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Microsoft Corporation (MSFT) 0.2 $660k 1.3k 517.95
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $570k -6% 16k 36.81
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Ishares Core Msci Emkt (IEMG) 0.2 $507k 7.7k 65.92
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $369k 2.5k 145.60
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $344k 2.5k 138.24
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Tanger Factory Outlet Centers (SKT) 0.1 $271k 8.0k 33.84
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Amazon (AMZN) 0.1 $264k 1.2k 219.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $233k 380.00 612.38
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Pebblebrook Hotel Trust (PEB) 0.0 $137k 12k 11.39
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Past Filings by Seven Post Investment Office

SEC 13F filings are viewable for Seven Post Investment Office going back to 2012

View all past filings