Seven Post Investment Office Lp Top Holdings and 13F Report (2025) About Seven Post Investment Office LpInvestment ActivitySeven Post Investment Office Lp has $265.45 million in total holdings as of June 30, 2025.Seven Post Investment Office Lp owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.08% of the portfolio was purchased this quarter.About 11.52% of the portfolio was sold this quarter.This quarter, Seven Post Investment Office Lp has purchased 33 new stocks and bought additional shares in 9 stocks.Seven Post Investment Office Lp sold shares of 4 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Real Estate ETF $73,505,405SPDR S&P 500 ETF Trust $44,401,740Equity Residential $21,542,156Vanguard Total Stock Market ETF $15,603,208Prologis $15,283,555 Largest New Holdings this Quarter 293792107 - Enterprise Products Partners $9,369,051 Holding03064D108 - Americold Realty Trust $9,244,035 Holding969457100 - Williams Companies $3,879,146 Holding464287101 - iShares S&P 100 ETF $2,765,324 Holding922908637 - Vanguard Large-Cap ETF $1,084,140 Holding Largest Purchases this Quarter Enterprise Products Partners 302,130 shares (about $9.37M)Americold Realty Trust 555,865 shares (about $9.24M)Williams Companies 61,760 shares (about $3.88M)iShares S&P 100 ETF 9,086 shares (about $2.77M)Vanguard Large-Cap ETF 3,800 shares (about $1.08M) Largest Sales this Quarter Vanguard Total Stock Market ETF 4,664 shares (about $1.42M)Berkshire Hathaway 556 shares (about $270.09K)SPDR Gold MiniShares Trust 249 shares (about $16.31K)Vanguard S&P 500 ETF 20 shares (about $11.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Post Investment Office Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNQVanguard Real Estate ETF$73,505,405$681,042 ▲0.9%825,34727.7%ETFSPYSPDR S&P 500 ETF Trust$44,401,740$892,792 ▲2.1%71,86516.7%FinanceEQREquity Residential$21,542,156$145,104 ▲0.7%319,1908.1%FinanceVTIVanguard Total Stock Market ETF$15,603,208$1,417,534 ▼-8.3%51,3385.9%ETFPLDPrologis$15,283,555$145,486 ▲1.0%145,3925.8%FinanceVEAVanguard FTSE Developed Markets ETF$13,416,674$248,050 ▲1.9%235,3395.1%ETFELSEquity Lifestyle Properties$11,823,761$95,034 ▲0.8%191,7264.5%FinanceEPDEnterprise Products Partners$9,369,051$9,369,051 ▲New Holding302,1303.5%EnergyCOLDAmericold Realty Trust$9,244,035$9,244,035 ▲New Holding555,8653.5%FinanceVTVanguard Total World Stock ETF$9,028,989$13,109 ▲0.1%70,2543.4%ETFPSAPublic Storage$8,663,009$80,398 ▲0.9%29,5243.3%FinanceGLDMSPDR Gold MiniShares Trust$4,509,414$16,314 ▼-0.4%68,8251.7%FinanceSLViShares Silver Trust$3,920,8280.0%119,5011.5%ETFWMBWilliams Companies$3,879,146$3,879,146 ▲New Holding61,7601.5%EnergyVWOVanguard FTSE Emerging Markets ETF$3,182,990$5,094 ▲0.2%64,3551.2%ETFOEFiShares S&P 100 ETF$2,765,324$2,765,324 ▲New Holding9,0861.0%ETFBRK.BBerkshire Hathaway$2,404,561$270,088 ▼-10.1%4,9500.9%FinanceIVViShares Core S&P 500 ETF$2,396,6740.0%3,8600.9%ETFEFAiShares MSCI EAFE ETF$1,813,6340.0%20,2890.7%FinanceIEFAiShares Core MSCI EAFE ETF$1,711,9240.0%20,5070.6%ETFVVVanguard Large-Cap ETF$1,084,140$1,084,140 ▲New Holding3,8000.4%ETFAAPLApple$1,015,7970.0%4,9510.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$688,3080.0%6,2980.3%ETFVONVVanguard Russell 1000 Value ETF$666,7680.0%7,8250.3%ETFMSFTMicrosoft$634,1980.0%1,2750.2%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$521,2620.0%16,5270.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$461,8110.0%7,6930.2%ETFPALANTIR TECHNOLOGIES INC$408,960$408,960 ▲New Holding3,0000.2%CL AESGUiShares ESG Aware MSCI USA ETF$342,5800.0%2,5320.1%ManufacturingACWIiShares MSCI ACWI ETF$319,9570.0%2,4880.1%ManufacturingAMZNAmazon.com$263,2680.0%1,2000.1%Retail/WholesaleSKTTanger$244,640$244,640 ▲New Holding8,0000.1%FinanceVOOVanguard S&P 500 ETF$215,851$11,361 ▼-5.0%3800.1%ETFPEBPebblebrook Hotel Trust$119,880$119,880 ▲New Holding12,0000.0%FinanceSHViShares Short Treasury Bond ETF$0$18,086,257 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$5,398,742 ▼-100.0%00.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$2,874,939 ▼-100.0%00.0%ManufacturingNFLXNetflix$0$960,506 ▼-100.0%00.0%Consumer DiscretionarySCHOSchwab Short-Term U.S. Treasury ETF$0$613,872 ▼-100.0%00.0%ETFMETAMeta Platforms$0$593,651 ▼-100.0%00.0%Computer and TechnologyDHID.R. Horton$0$344,522 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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