§ 13F · FUND PROFILE
Seven Post Investment Office LP.
AUM · $352M (13F)Positions · 42Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | 857K | $83M | 23.5% | +1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 70K | $52M | 14.8% | ±0% |
| 3 | EQR | EQUITY RESIDENTIAL | 603K | $41M | 11.6% | +2% |
| 4 | PLD | PROLOGIS INC. | 150K | $20M | 5.8% | +1% |
| 5 | VTI | VANGUARD INDEX FDS | 46K | $17M | 4.8% | −1% |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 21 | $16M | 4.5% | ±0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 197K | $14M | 4.0% | −2% |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | 198K | $13M | 3.6% | +1% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | 307K | $11M | 3.2% | +1% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 70K | $11M | 3.1% | ±0% |
§ 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 $352 million in assets. The fund runs a portfolio of 42 positions.
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