§ 13F · FUND PROFILE
Seven Post Investment Office LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $278M (13F)Positions · 33Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | 850K | $75M | 24.4% | +1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 70K | $45M | 14.7% | −8% |
| 3 | EQR | EQUITY RESIDENTIAL | 593K | $35M | 11.3% | +83% |
| 4 | PLD | PROLOGIS INC. | 149K | $20M | 6.4% | +1% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 21 | $15M | 4.9% | NEW |
| 6 | VTI | VANGUARD INDEX FDS | 46K | $15M | 4.8% | −1% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 200K | $13M | 4.1% | −13% |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | 197K | $12M | 4.0% | +1% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | 305K | $12M | 3.7% | +1% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 70K | $10M | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEVEN SIGNAL
AC read
Seven Post Investment Office LP is a Other fund managing $278 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed