Seven Post Investment Office LP
CIK 1554308 · View on SEC EDGAR ↗
- Portfolio value
- $352.3M
- Positions
- 42
- As of
- June 30, 2026
#4,705 of 9,443 by 13F value · top 49.8%
Portfolio value QoQ: +13.8% 13F does not disclose cash
- Top 10 holdings weight
- 78.92%
- Top 25 holdings weight
- 97.78%
- Positions above 1%
- 18
- Effective number of positions
- 9.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.4% Est. buys $15,909,649 · sells $1,307,424
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 80.8% still held
- New positions
- 6
- Increased
- 14
- Decreased
- 7
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Real Estate
26.5%
Energy
4.5%
Technology
3.3%
Industrials
0.5%
Communication Services
0.3%
Retail
0.2%
Financials
0.1%
Financial Services
0.1%
Other/Unmapped
64.6%
Full portfolio 42 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VNQ | $82,675,546 | 23.47% | 857,363 | $7,285,866 | Up ×6 | ||
| SPY SPY | $52,205,486 | 14.82% | 69,908 | $6,804,623 | Up ×1 | ||
| EQR Equity Residential Common Shares of Beneficial Interest | $40,974,349 | 11.63% | 603,185 | $5,893,073 | Up ×6 | ||
| PLD Prologis, Inc. Common Stock | $20,345,545 | 5.78% | 150,185 | $645,689 | Up ×6 | ||
| VTI | $16,998,761 | 4.83% | 45,938 | $2,156,428 | Down ×6 | ||
| BRKA | $15,725,850 | 4.46% | 21 | $644,910 | |||
| VEA | $14,027,176 | 3.98% | 196,873 | $1,199,615 | Down ×3 | ||
| ELS Equity Lifestyle Properties, Inc. Common Stock | $12,777,826 | 3.63% | 198,260 | $507,053 | Up ×6 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $11,284,438 | 3.20% | 306,976 | $-241,929 | Up ×2 | ||
| VT | $11,015,128 | 3.13% | 70,182 | $1,318,534 | Up ×1 | ||
| PSA Public Storage Common Stock | $9,797,609 | 2.78% | 30,780 | $1,536,574 | Up ×6 | ||
| COLD Americold Realty Trust, Inc. Common Stock | $8,900,194 | 2.53% | 566,170 | $2,529,981 | Up ×1 | ||
| BRKB | $8,528,147 | 2.42% | 17,043 | $1,195,429 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $8,312,609 | 2.36% | 56,722 | Up ×1 | |||
| SLV | $6,687,012 | 1.90% | 125,061 | $-1,455,786 | Up ×1 | ||
| GLDM | $6,301,818 | 1.79% | 79,348 | $-232,920 | Up ×3 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $4,591,238 | 1.30% | 61,760 | $96,345 | |||
| VWO | $3,647,894 | 1.04% | 61,114 | $249,042 | Down ×3 | ||
| IEFA | $1,791,366 | 0.51% | 18,548 | $-65,133 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,721,981 | 0.49% | 5,951 | $465,467 | Up ×1 | ||
| LII Lennox International, Inc. Common Stock | $1,718,850 | 0.49% | 3,000 | Up ×1 | |||
| VV | $1,306,858 | 0.37% | 3,800 | $171,228 | |||
| EFA | $1,170,520 | 0.33% | 11,268 | $76,059 | |||
| NVDA NVIDIA Corporation - Common Stock | $1,019,058 | 0.29% | 5,093 | $509,810 | Up ×1 | ||
| IJR | $934,056 | 0.27% | 6,298 | $151,152 | |||
| VONV Vanguard Russell 1000 Value ETF | $831,876 | 0.24% | 7,825 | $98,361 | |||
| IVV | $823,779 | 0.23% | 1,100 | $105,248 | |||
| SGOL | $768,155 | 0.22% | 20,093 | $-128,395 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $693,298 | 0.20% | 1,940 | $-324,664 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $589,620 | 0.17% | 7,461 | $-26,651 | Down ×2 | ||
| IEMG | $547,241 | 0.16% | 6,606 | $36,392 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $475,600 | 0.14% | 1,275 | $3,633 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $414,412 | 0.12% | 2,532 | $56,337 | |||
| ACWI iShares MSCI ACWI ETF | $391,483 | 0.11% | 2,494 | $46,388 | |||
| JPM JP Morgan Chase & Co. Common Stock | $365,628 | 0.10% | 1,117 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $316,189 | 0.09% | 338 | Up ×1 | |||
| SKT Tanger Inc. Common Stock | $315,760 | 0.09% | 8,000 | $43,920 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $303,411 | 0.09% | 300 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $286,008 | 0.08% | 1,200 | $36,084 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $254,398 | 0.07% | 720 | $47,859 | |||
| PEB Pebblebrook Hotel Trust Common Shares of Beneficial Interest | $232,920 | 0.07% | 12,000 | $81,360 | |||
| VOO | $208,790 | 0.06% | 304 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SHV | June 30, 2025 | 163,736 | $18,086,257 | |
| VGSH | June 30, 2025 | 91,987 | $5,398,742 | |
| OEF | Dec. 31, 2025 | 9,086 | $3,024,184 | No longer tracked |
| VTIP | June 30, 2025 | 57,614 | $2,874,939 | |
| AVGO | March 31, 2026 | 3,147 | $1,089,177 | 20.4% |
| NFLX | June 30, 2025 | 1,030 | $960,506 | -94.1% |
| SCHO | June 30, 2025 | 25,221 | $613,872 | No longer tracked |
| META | June 30, 2025 | 1,030 | $593,651 | -25.6% |
| PLTR | Sept. 30, 2025 | 3,000 | $408,960 | -5.2% |
| DHI | June 30, 2025 | 2,710 | $344,522 | 15.0% |
| VOO | March 31, 2026 | 352 | $220,750 | No longer tracked |