Seven Post Investment Office LP
CIK: 0001554308SEC EDGAR →
Portfolio Value
$279.7M
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 841,036 | $74.4M | 26.61% |
| 2 | SPDR S&P 500 ETF TR | 75,639 | $51.6M | 18.44% |
| 3 | EQUITY RESIDENTIAL | 324,146 | $20.4M | 7.31% |
| 4 | PROLOGIS INC. | 147,828 | $18.9M | 6.75% |
| 5 | VANGUARD INDEX FDS | 46,856 | $15.7M | 5.62% |
| 6 | VANGUARD TAX-MANAGED FDS | 230,974 | $14.4M | 5.16% |
| 7 | EQUITY LIFESTYLE PPTYS INC | 194,895 | $11.8M | 4.22% |
| 8 | VANGUARD INTL EQUITY INDEX F | 70,500 | $9.9M | 3.56% |
| 9 | ENTERPRISE PRODS PARTNERS L | 302,130 | $9.7M | 3.46% |
| 10 | PUBLIC STORAGE OPER CO | 30,163 | $7.8M | 2.80% |
Quarterly Changes
New Positions (37)
$74.4M · 841K shares
$51.6M · 76K shares
$20.4M · 324K shares
$18.9M · 148K shares
$15.7M · 47K shares
$14.4M · 231K shares
$11.8M · 195K shares
$9.9M · 71K shares
$9.7M · 302K shares
$7.8M · 30K shares
$7.7M · 120K shares
$7.1M · 556K shares
$5.9M · 69K shares
$3.7M · 62K shares
$3.6M · 66K shares
$2.1M · 4K shares
$1.8M · 21K shares
$1.3M · 5K shares
$1.2M · 4K shares
$1.1M · 4K shares
$1.1M · 3K shares
$1.1M · 11K shares
$756K · 6K shares
$753K · 1K shares
$737K · 9K shares
$722K · 8K shares
$636K · 15K shares
$616K · 1K shares
$587K · 3K shares
$493K · 7K shares
$377K · 3K shares
$352K · 2K shares
$276K · 1K shares
$266K · 8K shares
$225K · 720 shares
$220K · 352 shares
$135K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $177.0M | 63.3% |
| Real Estate | 7 | $66.5M | 23.8% |
| Technology | 6 | $17.2M | 6.2% |
| Energy | 2 | $13.4M | 4.8% |
| Unknown | 2 | $4.0M | 1.4% |
| Communication Services | 2 | $1.3M | 0.5% |
| Consumer Cyclical | 1 | $276K | 0.1% |