Seven Post Investment Office LP

13F filer · CIK 0001554308

Reported Jul 28, 2026

13F portfolio value$352MU.S. long equity reported on 13F

Positions26Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight53.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202626 positions
SPYSPDR S&P 500 ETF Trust	$52.2M	14.82%	Not reported	+0.1%	Q2 2013
VMRKVivmark Residential	$41M	11.63%	0.16%	+1.7%	Q1 2020
PLDPrologis, Inc.	$20.3M	5.78%	0.02%	+0.8%	Q1 2020
BRK.ABerkshire Hathaway Inc	$15.7M	4.46%	Not reported	Not reported	Q3 2018
ELSEquity Lifestyle Properties Inc	$12.8M	3.63%	0.10%	+0.9%	Q1 2020
EPDEnterprise Products Partners L.P.	$11.3M	3.20%	0.01%	+0.8%	Q4 2018
PSAPublic Storage	$9.8M	2.78%	0.02%	+0.9%	Q1 2020
COLDAmericold Realty Trust	$8.9M	2.53%	0.20%	+1.9%	Q2 2025
BRK.BBerkshire Hathaway Inc	$8.53M	2.42%	Not reported	+11.4%	Q2 2021
ORCLOracle Corp	$8.31M	2.36%	0.00%	New	Q2 2026
SLViShares Silver Trust	$6.69M	1.90%	0.02%	+4.7%	Q3 2023
GLDMWorld Gold Trust	$6.3M	1.79%	0.02%	+12.6%	Q3 2024
WMBWilliams Companies, Inc.	$4.59M	1.30%	0.01%	Not reported	Q2 2025
AAPLApple Inc.	$1.72M	0.49%	0.00%	+20.2%	Q3 2018
LIILennox International Inc	$1.72M	0.49%	0.01%	Not reported	Q3 2018
NVDANvidia Corp	$1.02M	0.29%	0.00%	+74.4%	Q4 2025
SGOLabrdn Gold ETF Trust	$768K	0.22%	0.01%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$693K	0.20%	0.00%	-45.2%	Q3 2021
MSFTMicrosoft Corp	$476K	0.14%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$366K	0.10%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$316K	0.09%	0.00%	Not reported	Q4 2023
SKTTanger Inc.	$316K	0.09%	0.01%	Not reported	Q2 2025
GSGoldman Sachs Group Inc	$303K	0.09%	0.00%	Not reported	Q3 2018
AMZNAmazon Com Inc	$286K	0.08%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$254K	0.07%	Not reported	Not reported	Q1 2020
PEBPebblebrook Hotel Trust	$233K	0.07%	0.01%	Not reported	Q2 2025
Q1 2026Reported May 14, 202621 positions
SPYSPDR S&P 500 ETF Trust	$45.4M	14.67%	Not reported	-7.7%	Q2 2013
VMRKVivmark Residential	$35.1M	11.33%	0.16%	+83.0%	Q1 2020
PLDPrologis, Inc.	$19.7M	6.36%	0.02%	+0.8%	Q1 2020
BRK.ABerkshire Hathaway Inc	$15.1M	4.87%	Not reported	Not reported	Q3 2018
ELSEquity Lifestyle Properties Inc	$12.3M	3.96%	0.10%	+0.9%	Q1 2020
EPDEnterprise Products Partners L.P.	$11.5M	3.72%	0.01%	+0.8%	Q4 2018
PSAPublic Storage	$8.26M	2.67%	0.02%	+1.1%	Q1 2020
SLViShares Silver Trust	$8.14M	2.63%	0.02%	Not reported	Q3 2023
BRK.BBerkshire Hathaway Inc	$7.33M	2.37%	Not reported	+260.1%	Q2 2021
GLDMWorld Gold Trust	$6.53M	2.11%	0.02%	+2.0%	Q3 2024
COLDAmericold Realty Trust	$6.37M	2.06%	0.19%	Not reported	Q2 2025
WMBWilliams Companies, Inc.	$4.49M	1.45%	0.01%	Not reported	Q2 2025
AAPLApple Inc.	$1.26M	0.41%	0.00%	Not reported	Q3 2018
GOOGLAlphabet Inc.	$1.02M	0.33%	0.00%	Not reported	Q3 2021
SGOLabrdn Gold ETF Trust	$897K	0.29%	0.01%	+29.7%	Q4 2020
NVDANvidia Corp	$509K	0.16%	0.00%	-7.3%	Q4 2025
MSFTMicrosoft Corp	$472K	0.15%	0.00%	Not reported	Q4 2020
SKTTanger Inc.	$272K	0.09%	0.01%	Not reported	Q2 2025
AMZNAmazon Com Inc	$250K	0.08%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$207K	0.07%	Not reported	Not reported	Q1 2020
PEBPebblebrook Hotel Trust	$152K	0.05%	0.01%	Not reported	Q2 2025
Q4 2025Reported Jan 29, 202621 positions
SPYSPDR S&P 500 ETF Trust	$51.6M	18.44%	Not reported	+0.6%	Q2 2013
VMRKVivmark Residential	$20.4M	7.31%	0.09%	+0.9%	Q1 2020
PLDPrologis, Inc.	$18.9M	6.75%	0.02%	+0.8%	Q1 2020
ELSEquity Lifestyle Properties Inc	$11.8M	4.22%	0.10%	+0.8%	Q1 2020
EPDEnterprise Products Partners L.P.	$9.69M	3.46%	0.01%	Not reported	Q4 2018
PSAPublic Storage	$7.83M	2.80%	0.02%	+1.2%	Q1 2020
SLViShares Silver Trust	$7.7M	2.75%	0.02%	Not reported	Q3 2023
COLDAmericold Realty Trust	$7.15M	2.56%	0.20%	Not reported	Q2 2025
GLDMWorld Gold Trust	$5.9M	2.11%	0.02%	+0.4%	Q3 2024
WMBWilliams Companies, Inc.	$3.71M	1.33%	0.01%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$2.14M	0.76%	Not reported	-11.8%	Q2 2021
AAPLApple Inc.	$1.35M	0.48%	0.00%	Not reported	Q3 2018
GOOGLAlphabet Inc.	$1.11M	0.40%	0.00%	Not reported	Q3 2021
AVGOBroadcom Inc.	$1.09M	0.39%	0.00%	New	Q4 2025
SGOLabrdn Gold ETF Trust	$636K	0.23%	0.01%	Not reported	Q4 2020
MSFTMicrosoft Corp	$617K	0.22%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$588K	0.21%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$277K	0.10%	0.00%	Not reported	Q4 2019
SKTTanger Inc.	$267K	0.10%	0.01%	Not reported	Q2 2025
GOOGAlphabet Inc.	$226K	0.08%	Not reported	Not reported	Q1 2020
PEBPebblebrook Hotel Trust	$136K	0.05%	0.01%	Not reported	Q2 2025
Q3 2025Reported Oct 30, 202517 positions
SPYSPDR S&P 500 ETF Trust	$50.1M	18.04%	Not reported	+4.6%	Q2 2013
VMRKVivmark Residential	$20.8M	7.49%	0.08%	+0.7%	Q1 2020
PLDPrologis, Inc.	$16.8M	6.05%	0.02%	+0.9%	Q1 2020
ELSEquity Lifestyle Properties Inc	$11.7M	4.23%	0.10%	+0.8%	Q1 2020
EPDEnterprise Products Partners L.P.	$9.45M	3.40%	0.01%	Not reported	Q4 2018
PSAPublic Storage	$8.61M	3.10%	0.02%	+1.0%	Q1 2020
COLDAmericold Realty Trust	$6.8M	2.45%	0.20%	Not reported	Q2 2025
GLDMWorld Gold Trust	$5.26M	1.90%	0.03%	Not reported	Q3 2024
SLViShares Silver Trust	$5.06M	1.82%	0.02%	Not reported	Q3 2023
WMBWilliams Companies, Inc.	$3.91M	1.41%	0.01%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$2.42M	0.87%	Not reported	-2.7%	Q2 2021
AAPLApple Inc.	$1.26M	0.45%	0.00%	Not reported	Q3 2018
MSFTMicrosoft Corp	$660K	0.24%	0.00%	Not reported	Q4 2020
SGOLabrdn Gold ETF Trust	$570K	0.21%	0.01%	-6.3%	Q4 2020
SKTTanger Inc.	$271K	0.10%	0.01%	Not reported	Q2 2025
AMZNAmazon Com Inc	$263K	0.09%	0.00%	Not reported	Q4 2019
PEBPebblebrook Hotel Trust	$137K	0.05%	0.01%	Not reported	Q2 2025

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