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The Analysis of Seven Post Investment Office LP's Holdings & P&L

Currently, Seven Post Investment Office LP holds 36 types of securities in its portfolio with a total value $309.5M. In the most recent quarter, they have increased their positions in EQR (+268.9K shares, valued at $15.9M), BRK.A (+21 shares, valued at $15.1M), N/A (+11.1K shares, valued at $5.3M); decreased their positions in SPY (-5.8K shares, valued at $3.8M), VEA (-30.8K shares, valued at $2.0M), VTI (-591 shares, valued at $189.6K); initiated new positions in BRK.A (+21 shares, valued at $15.1M).

1M P&L

+10.3M+3.70%

3M P&L

+11.7M+4.24%

HY P&L

+30.3M+11.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.6M

69.8%

2REIT - Industrial33.8M

12.3%

3REIT - Residential32.2M

11.8%

Top Industries by Stock Count

1N/A18 stocks

58.1%

2REIT - Industrial3 stocks

9.7%

3Oil & Gas Midstream2 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VNQ VANGUARD INDEX FDS849.9K shares1.06%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T69.8K shares-7.71%2026-03-312026-05-14

EQR EQUITY RESIDENTIAL593.1K shares82.97%2026-03-312026-05-14

PLD PROLOGIS INC.149.0K shares0.82%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL21 sharesnew addition2026-03-312026-05-14

VTI VANGUARD INDEX FDS46.3K shares-1.26%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS200.2K shares-13.33%2026-03-312026-05-14

ELS EQUITY LIFESTYLE PROPERTIES196.6K shares0.87%2026-03-312026-05-14

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EPD ENTERPRISE PRODS PARTNERS L304.6K shares0.82%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F70.1K shares-0.56%2026-03-312026-05-14

PSA PUBLIC STORAGE OPER CO30.5K shares1.11%2026-03-312026-05-14

SLV ISHARES SILVER TR119.5K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.3K shares260.13%2026-03-312026-05-14

GLDM WORLD GOLD TR70.5K shares2.01%2026-03-312026-05-14

COLD AMERICOLD REALTY TRUST INC555.9K shares0.00%2026-03-312026-05-14

WMB WILLIAMS COS INC61.8K shares0.00%2026-03-312026-05-14

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VWO VANGUARD INTL EQUITY INDEX F62.9K shares-5.17%2026-03-312026-05-14

IEFA ISHARES TR20.5K shares0.00%2026-03-312026-05-14

AAPL APPLE INC5.0K shares0.00%2026-03-312026-05-14

VV VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-14

EFA ISHARES TR11.3K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC3.5K shares0.00%2026-03-312026-05-14

ETFS GOLD TR ETFS GOLD TR20.1K shares29.74%2026-03-312026-05-14

IJR ISHARES TR6.3K shares0.00%2026-03-312026-05-14

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VONV VANGUARD SCOTTSDALE FDS7.8K shares0.00%2026-03-312026-05-14

IVV ISHARES TR1.1K shares0.00%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS7.8K shares-16.00%2026-03-312026-05-14

IEMG ISHARES INC7.3K shares-0.20%2026-03-312026-05-14

NVDA NVIDIA CORPORATION2.9K shares-7.33%2026-03-312026-05-14

MSFT MICROSOFT CORP1.3K shares0.00%2026-03-312026-05-14

ESGU ISHARES TR2.5K shares0.00%2026-03-312026-05-14

ACWI ISHARES TR2.5K shares0.24%2026-03-312026-05-14

Sponsored

SKT TANGER INC8.0K shares0.00%2026-03-312026-05-14

AMZN AMAZON COM INC1.2K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC720 shares0.00%2026-03-312026-05-14

PEB PEBBLEBROOK HOTEL TR12.0K shares0.00%2026-03-312026-05-14

VNQ

VANGUARD INDEX FDS

1.06%

Shares849.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-7.71%

Shares69.8K

Event2026-03-31

Filed2026-05-14

EQR

EQUITY RESIDENTIAL

82.97%

Shares593.1K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

0.82%

Shares149.0K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares21

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-1.26%

Shares46.3K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-13.33%

Shares200.2K

Event2026-03-31

Filed2026-05-14

ELS

EQUITY LIFESTYLE PROPERTIES

0.87%

Shares196.6K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

0.82%

Shares304.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

-0.56%

Shares70.1K

Event2026-03-31

Filed2026-05-14

PSA

PUBLIC STORAGE OPER CO

1.11%

Shares30.5K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

0.00%

Shares119.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

260.13%

Shares15.3K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

2.01%

Shares70.5K

Event2026-03-31

Filed2026-05-14

COLD

AMERICOLD REALTY TRUST INC

0.00%

Shares555.9K

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

0.00%

Shares61.8K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-5.17%

Shares62.9K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

0.00%

Shares20.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

ETFS GOLD TR

29.74%

Shares20.1K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

-16.00%

Shares7.8K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-0.20%

Shares7.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-7.33%

Shares2.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

0.24%

Shares2.5K

Event2026-03-31

Filed2026-05-14

SKT

TANGER INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares720

Event2026-03-31

Filed2026-05-14

PEB

PEBBLEBROOK HOTEL TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available