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, SHV, VTI, and represent 65.65% of Seven Post Investment Office's stock portfolio.
- Added to shares of these 10 stocks: GLDM, SPY, SHV, VNQ, SCHO, VEA, EQR, ELS, PSA, VT.
- Reduced shares in these 10 stocks: LII (-$149M), INTU (-$102M), GOOGL (-$53M), GOOG (-$45M), , CRWD (-$7.4M), SLV, KKR, MSFT, PLD.
- Sold out of its positions in GOOG, GOOGL, APO, BRK.A, BZFD, CRL, CSCO, COST, CRWD, FHB. GILD, ITGR, INTU, KKR, LII, MA, MATX, MELI, GLD, TSLA, UDMY, CRGO.
- Seven Post Investment Office was a net seller of stock by $-385M.
- Seven Post Investment Office has $261M in assets under management (AUM), dropping by -60.52%.
- 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 December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 27.6 | $72M | 809k | 89.08 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.0 | $42M | +2% | 71k | 586.08 |
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| Equity Residential Sh Ben Int (EQR) | 8.6 | $23M | 314k | 71.76 |
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| Ishares Tr Short Treas Bd (SHV) | 7.0 | $18M | +5% | 166k | 110.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.5 | $17M | -2% | 59k | 289.81 |
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| Prologis (PLD) | 5.8 | $15M | -11% | 143k | 105.70 |
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| Equity Lifestyle Properties (ELS) | 4.8 | $13M | 189k | 66.60 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.2 | $11M | 230k | 47.82 |
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| Public Storage (PSA) | 3.3 | $8.7M | 29k | 299.44 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 3.2 | $8.4M | 71k | 117.48 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.0 | $5.1M | 89k | 58.18 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.4 | $3.6M | +1539% | 69k | 51.99 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.3 | $3.3M | -8% | 69k | 48.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $3.3M | -15% | 76k | 44.04 |
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| Ishares Silver Tr Ishares (SLV) | 1.2 | $3.1M | -49% | 120k | 26.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.6M | -3% | 5.6k | 453.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.3M | 3.9k | 588.68 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.5M | -8% | 20k | 75.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $1.4M | 21k | 70.28 |
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| Apple (AAPL) | 0.5 | $1.2M | -58% | 5.0k | 250.42 |
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| Netflix (NFLX) | 0.4 | $918k | 1.0k | 891.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $726k | 6.3k | 115.22 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $636k | 7.8k | 81.25 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $605k | +100% | 25k | 24.06 |
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| Meta Platforms Cl A (META) | 0.2 | $603k | -63% | 1.0k | 585.51 |
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| Microsoft Corporation (MSFT) | 0.2 | $537k | -80% | 1.3k | 421.50 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $415k | -6% | 17k | 25.05 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $402k | 7.7k | 52.22 |
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| D.R. Horton (DHI) | 0.1 | $379k | 2.7k | 139.82 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $326k | 2.5k | 128.82 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $292k | 2.5k | 117.50 |
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| Amazon (AMZN) | 0.1 | $263k | -15% | 1.2k | 219.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $240k | 445.00 | 538.81 |
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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
- Seven Post Investment Office 2024 Q4 filed Jan. 16, 2025
- Seven Post Investment Office 2024 Q3 filed Oct. 31, 2024
- Seven Post Investment Office 2024 Q2 filed Aug. 5, 2024
- Seven Post Investment Office 2024 Q1 filed April 25, 2024
- Seven Post Investment Office 2023 Q4 filed Feb. 6, 2024
- Seven Post Investment Office 2023 Q3 filed Nov. 2, 2023
- Seven Post Investment Office 2023 Q2 filed Aug. 8, 2023
- Seven Post Investment Office 2023 Q1 filed May 2, 2023
- Seven Post Investment Office 2022 Q4 filed Jan. 31, 2023
- Seven Post Investment Office 2022 Q3 filed Nov. 7, 2022
- Seven Post Investment Office 2022 Q2 filed Aug. 8, 2022
- Seven Post Investment Office 2022 Q1 filed May 11, 2022
- Seven Post Investment Office 2020 Q1 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q1 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q2 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q2 amended filed March 18, 2022