Seven Post Investment Office LP
13F Reported Value
ⓘ$309.5M
Holdings
36
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Seven Post Investment Office LP disclosed 36 positions worth $309.5M in its Form 13F-HR for Q1 2026, followed by $SPY and $EQR. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $AVGO. The portfolio is most concentrated in Other (51.7% of disclosed assets). All figures are sourced directly from Seven Post Investment Office LP’s Form 13F-HR filing with the SEC under CIK 1554308.
AI Fund Analysis
Diversifying
$SPY
$EQR
$PLD$EQR
$ELS
$PSA$PLDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$75.4M849,940 sh- —
Quality
$45.4M69,811 sh - —
Quality
$35.1M593,090 sh - 67.5
Quality
$19.7M149,038 sh - 64.5
Quality
$15.1M21 sh VANGUARD INDEX FDS
—Quality
$14.8M46,265 shVANGUARD TAX-MANAGED FDS
—Quality
$12.8M200,180 sh- 65.6
Quality
$12.3M196,584 sh - 66.4
Quality
$11.5M304,608 sh - 63.1
Quality
$9.7M70,103 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $75.4M | 849,940 |
| SPDR S&P 500 ETF TRUST$SPY | — | $45.4M | 69,811 |
| EQUITY RESIDENTIAL$EQR | — | $35.1M | 593,090 |
| Prologis, Inc.$PLD | 67.5 | $19.7M | 149,038 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5 | $15.1M | 21 |
| VANGUARD INDEX FDS | — | $14.8M | 46,265 |
| VANGUARD TAX-MANAGED FDS | — | $12.8M | 200,180 |
| EQUITY LIFESTYLE PROPERTIES INC$ELS | 65.6 | $12.3M | 196,584 |
 ENTERPRISE PRODUCTS PARTNERS L.P.$EPD | 66.4 | $11.5M | 304,608 |
 DOVER Corp$DOV | 63.1 | $9.7M | 70,103 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Seven Post Investment Office LP's 36 positions.
Showing top 10 of 36 holdings.
Sector Allocation
Other
$160.0M
Real Estate
$82.1M
Financials
$38.0M
Energy
$16.0M
Industrials
$9.7M
Technology
$3.5M
Consumer Discretionary
$249,924
Full Holdings — Seven Post Investment Office LP (Q1 2026)
All 36 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $75.4M | 24.4% | +1% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $45.4M | 14.7% | -8% | — |
| 3 | $EQR | EQUITY RESIDENTIAL | $35.1M | 11.3% | +83% | — |
| 4 | $PLD | Prologis, Inc. | $19.7M | 6.4% | +1% | 67.5 |
| 5 | $BRK.A | BERKSHIRE HATHAWAY INC | $15.1M | 4.9% | NEW | 64.5 |
| 6 | — | VANGUARD INDEX FDS | $14.8M | 4.8% | -1% | — |
| 7 | — | VANGUARD TAX-MANAGED FDS | $12.8M | 4.1% | -13% | — |
| 8 | $ELS | EQUITY LIFESTYLE PROPERTIES INC | $12.3M | 4.0% | +1% | 65.6 |
| 9 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $11.5M | 3.7% | +1% | 66.4 |
| 10 | $DOV | DOVER Corp | $9.7M | 3.1% | -1% | 63.1 |
| 11 | $PSA | Public Storage | $8.3M | 2.7% | +1% | 73.9 |
| 12 |  $SLV | iShares Silver Trust | $8.1M | 2.6% | +0% | — |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.3M | 2.4% | +260% | 64.5 |
| 14 |  $GLDM | World Gold Trust | $6.5M | 2.1% | +2% | — |
| 15 |  $COLD | AMERICOLD REALTY TRUST | $6.4M | 2.1% | +0% | 37.1 |
| 16 |  $WMB | WILLIAMS COMPANIES, INC. | $4.5M | 1.4% | +0% | 72.8 |
| 17 | — | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.1% | -5% | — |
| 18 | — | ISHARES TR | $1.9M | 0.6% | +0% | — |
| 19 |  $AAPL | Apple Inc. | $1.3M | 0.4% | +0% | 76.1 |
| 20 | — | VANGUARD INDEX FDS | $1.1M | 0.4% | +0% | — |
| 21 | — | ISHARES TR | $1.1M | 0.3% | +0% | — |
| 22 |  $GOOG | Alphabet Inc. | $1.0M | 0.3% | +0% | 80.2 |
| 23 |  $SGOL | abrdn Gold ETF Trust | $896,550 | 0.3% | +30% | — |
| 24 | — | ISHARES TR | $782,904 | 0.3% | +0% | — |
| 25 | — | VANGUARD SCOTTSDALE FDS | $733,515 | 0.2% | +0% | — |
| 26 | — | ISHARES TR | $718,531 | 0.2% | +0% | — |
| 27 | — | VANGUARD SCOTTSDALE FDS | $616,271 | 0.2% | -16% | — |
| 28 | — | ISHARES INC | $510,849 | 0.2% | -0% | — |
| 29 |  $NVDA | NVIDIA CORP | $509,248 | 0.2% | -7% | 90.2 |
| 30 |  $MSFT | MICROSOFT CORP | $471,967 | 0.1% | +0% | 83.7 |
| 31 | — | ISHARES TR | $358,075 | 0.1% | +0% | — |
| 32 | — | ISHARES TR | $345,095 | 0.1% | +0% | — |
| 33 |  $SKT | TANGER INC. | $271,840 | 0.1% | +0% | — |
| 34 |  $AMZN | AMAZON COM INC | $249,924 | 0.1% | +0% | 74.6 |
| 35 |  $GOOGL | Alphabet Inc. | $206,539 | 0.1% | +0% | 80.2 |
| 36 |  $PEB | Pebblebrook Hotel Trust | $151,560 | 0.1% | +0% | 45.3 |
Exited Positions (1)
$AVGO Broadcom Inc.Browse Top Institutional Investors
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