The Analysis of Seven Post Investment Office LP's Holdings
Currently, Seven Post Investment Office LP holds 33 types of securities in its portfolio with a total value $277.6M. In the most recent quarter, they have increased their positions in SPY (+3.3K shares, valued at $2.2M), VNQ (+7.8K shares, valued at $716.6K), VEA (+9.6K shares, valued at $573.4K); decreased their positions in EFA (-9.0K shares, valued at $842.3K), BRK.B (-132 shares, valued at $66.4K), SGOL (-1.0K shares, valued at $38.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VNQ VANGUARD INDEX FDS833.2K shares0.95%2025-09-302025-10-30
SPY SPDR S&P 500 ETF TR75.2K shares4.64%2025-09-302025-10-30 EQR EQUITY RESIDENTIAL321.3K shares0.67%2025-09-302025-10-30 VTI VANGUARD INDEX FDS51.3K shares-0.10%2025-09-302025-10-30 PLD PROLOGIS INC.146.7K shares0.88%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS244.9K shares4.07%2025-09-302025-10-30 ELS EQUITY LIFESTYLE PPTYS INC193.3K shares0.83%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F70.3K shares0.11%2025-09-302025-10-30 EPD ENTERPRISE PRODS PARTNERS L302.1K shares0.00%2025-09-302025-10-30 PSA PUBLIC STORAGE OPER CO29.8K shares1.01%2025-09-302025-10-30 COLD AMERICOLD REALTY TRUST INC555.9K shares0.00%2025-09-302025-10-30 GLDM WORLD GOLD TR68.8K shares0.00%2025-09-302025-10-30 SLV ISHARES SILVER TR119.5K shares0.00%2025-09-302025-10-30 WMB WILLIAMS COS INC61.8K shares0.00%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F67.1K shares4.26%2025-09-302025-10-30 OEF ISHARES TR9.1K shares0.00%2025-09-302025-10-30 IVV ISHARES TR3.9K shares0.00%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares-2.67%2025-09-302025-10-30 IEFA ISHARES TR20.5K shares0.00%2025-09-302025-10-30 AAPL APPLE INC5.0K shares0.00%2025-09-302025-10-30 VV VANGUARD INDEX FDS3.8K shares0.00%2025-09-302025-10-30 EFA ISHARES TR11.3K shares-44.46%2025-09-302025-10-30 IJR ISHARES TR6.3K shares0.00%2025-09-302025-10-30 VONV VANGUARD SCOTTSDALE FDS7.8K shares0.00%2025-09-302025-10-30 MSFT MICROSOFT CORP1.3K shares0.00%2025-09-302025-10-30 SGOL ETFS GOLD TR15.5K shares-6.29%2025-09-302025-10-30 IEMG ISHARES INC7.7K shares0.00%2025-09-302025-10-30 ESGU ISHARES TR2.5K shares0.00%2025-09-302025-10-30 ACWI ISHARES TR2.5K shares0.00%2025-09-302025-10-30 SKT TANGER INC8.0K shares0.00%2025-09-302025-10-30 AMZN AMAZON COM INC1.2K shares0.00%2025-09-302025-10-30 VOO VANGUARD INDEX FDS380 shares0.00%2025-09-302025-10-30 PEB PEBBLEBROOK HOTEL TR12.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available