Seven Post Investment Office LP — 13F Holdings & Portfolio
CIK 1554308 · latest 13F-HR filed 2026-05-14
Seven Post Investment Office LP manages $309.5M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VNQ (24.36%), SPY (14.67%), EQR (11.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 9, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$309.5M
Long-equity book
36
Distinct positions
2026-03-31
Filed 2026-05-14
+1 / −2 / ↑9 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EQUITY RESIDENTIAL$14.6M +71.7%
- BERKSHIRE HATHAWAY INC DEL$5.2M +243.3%
- ENTERPRISE PRODS PARTNERS L$1.8M +19.0%
- WILLIAMS COS INC$782.5K +21.1%
- WORLD GOLD TR$634.7K +10.8%
Top Trims
- STATE STR SPDR S&P 500 ETF T-$6.2M -12.0%
- VANGUARD TAX-MANAGED FDS-$1.6M -11.1%
- VANGUARD INDEX FDS-$867.0K -5.5%
- AMERICOLD REALTY TRUST INC-$778.2K -10.9%
- MICROSOFT CORP-$144.6K -23.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VNQ | 922908553 | $75.4M | 24.36% | 849,940 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $45.4M | 14.67% | 69,811 | SH |
| 3 | EQUITY RESIDENTIAL | EQR | 29476L107 | $35.1M | 11.33% | 593,090 | SH |
| 4 | PROLOGIS INC. | PLD | 74340W103 | $19.7M | 6.36% | 149,038 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $15.1M | 4.87% | 21 | SH |
| 6 | VANGUARD INDEX FDS | VTI | 922908769 | $14.8M | 4.80% | 46,265 | SH |
| 7 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $12.8M | 4.14% | 200,180 | SH |
| 8 | EQUITY LIFESTYLE PROPERTIES | ELS | 29472R108 | $12.3M | 3.96% | 196,584 | SH |
| 9 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $11.5M | 3.72% | 304,608 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $9.7M | 3.13% | 70,103 | SH |
| 11 | PUBLIC STORAGE OPER CO | PSA | 74460D109 | $8.3M | 2.67% | 30,497 | SH |
| 12 | ISHARES SILVER TR | SLV | 46428Q109 | $8.1M | 2.63% | 119,501 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.3M | 2.37% | 15,302 | SH |
| 14 | WORLD GOLD TR | GLDM | 98149E303 | $6.5M | 2.11% | 70,501 | SH |
| 15 | AMERICOLD REALTY TRUST INC | COLD | 03064D108 | $6.4M | 2.06% | 555,865 | SH |
| 16 | WILLIAMS COS INC | WMB | 969457100 | $4.5M | 1.45% | 61,760 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $3.4M | 1.10% | 62,883 | SH |
| 18 | ISHARES TR | IEFA | 46432F842 | $1.9M | 0.60% | 20,507 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $1.3M | 0.41% | 4,951 | SH |
| 20 | VANGUARD INDEX FDS | VV | 922908637 | $1.1M | 0.37% | 3,800 | SH |
| 21 | ISHARES TR | EFA | 464287465 | $1.1M | 0.35% | 11,268 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $1.0M | 0.33% | 3,540 | SH |
| 23 | ETFS GOLD TR | SGOL | 00326A104 | $896.5K | 0.29% | 20,093 | SH |
| 24 | ISHARES TR | IJR | 464287804 | $782.9K | 0.25% | 6,298 | SH |
| 25 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $733.5K | 0.24% | 7,825 | SH |
| 26 | ISHARES TR | IVV | 464287200 | $718.5K | 0.23% | 1,100 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $616.3K | 0.20% | 7,774 | SH |
| 28 | ISHARES INC | IEMG | 46434G103 | $510.8K | 0.17% | 7,324 | SH |
| 29 | NVIDIA CORPORATION | NVDA | 67066G104 | $509.2K | 0.16% | 2,920 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $472.0K | 0.15% | 1,275 | SH |
| 31 | ISHARES TR | ESGU | 46435G425 | $358.1K | 0.12% | 2,532 | SH |
| 32 | ISHARES TR | ACWI | 464288257 | $345.1K | 0.11% | 2,494 | SH |
| 33 | TANGER INC | SKT | 875465106 | $271.8K | 0.09% | 8,000 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $249.9K | 0.08% | 1,200 | SH |
| 35 | ALPHABET INC | GOOG | 02079K107 | $206.5K | 0.07% | 720 | SH |
| 36 | PEBBLEBROOK HOTEL TR | PEB | 70509V100 | $151.6K | 0.05% | 12,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $309.5M | 36 | 0001172661-26-001848 |
| 2025-12-31 | 2026-01-29 | $279.7M | 37 | 0001172661-26-000384 |
| 2025-09-30 | 2025-10-30 | $277.6M | 33 | 0001172661-25-004514 |