Seven Post Investment Office LP
36 holdingsFiling period: 2026-03-31Current AUM: $338.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | 849.9K | $75.4M | $84.1M | 24.82% | +8.9K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 69.8K | $45.4M | $52.1M | 15.39% | -5,828 | 2026-03-31 |
| 3 | EQR | EQUITY RESIDENTIAL | 593.1K | $35.1M | $39.4M | 11.63% | +268.9K | 2026-03-31 |
| 4 | PLD | PROLOGIS INC. | 149.0K | $19.7M | $21.6M | 6.36% | +1.2K | 2026-03-31 |
| 5 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 21 | $15.1M | $15.1M | 4.45% | -- | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 46.3K | $14.8M | $17.0M | 5.03% | -591 | 2026-03-31 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 200.2K | $12.8M | $14.1M | 4.17% | -30,794 | 2026-03-31 |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | 196.6K | $12.3M | $12.8M | 3.78% | +1.7K | 2026-03-31 |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | 304.6K | $11.5M | $11.6M | 3.42% | +2.5K | 2026-03-31 |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 70.1K | $9.7M | $10.9M | 3.22% | -397 | 2026-03-31 |
| 11 | PSA | PUBLIC STORAGE OPER CO | 30.5K | $8.3M | $9.9M | 2.92% | +334 | 2026-03-31 |
| 12 | SLV | ISHARES SILVER TR | 119.5K | $8.1M | $6.3M | 1.85% | -- | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.3K | $7.3M | $7.3M | 2.16% | +11.1K | 2026-03-31 |
| 14 | GLDM | WORLD GOLD TR | 70.5K | $6.5M | $5.6M | 1.67% | +1.4K | 2026-03-31 |
| 15 | COLD | AMERICOLD REALTY TRUST INC | 555.9K | $6.4M | $7.8M | 2.31% | -- | 2026-03-31 |
| 16 | WMB | WILLIAMS COS INC | 61.8K | $4.5M | $4.4M | 1.30% | -- | 2026-03-31 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 62.9K | $3.4M | $3.7M | 1.09% | -3,427 | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 20.5K | $1.9M | $2.0M | 0.59% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 5.0K | $1.3M | $1.5M | 0.45% | -- | 2026-03-31 |
| 20 | VV | VANGUARD INDEX FDS | 3.8K | $1.1M | $1.3M | 0.39% | -- | 2026-03-31 |
| 21 | EFA | ISHARES TR | 11.3K | $1.1M | $1.2M | 0.35% | -- | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 3.5K | $1.0M | $1.3M | 0.37% | -- | 2026-03-31 |
| 23 | SGOL | ETFS GOLD TR | 20.1K | $896K | $775K | 0.23% | +4.6K | 2026-03-31 |
| 24 | IJR | ISHARES TR | 6.3K | $782K | $915K | 0.27% | -- | 2026-03-31 |
| 25 | VONV | VANGUARD SCOTTSDALE FDS | 7.8K | $733K | $863K | 0.25% | -- | 2026-03-31 |
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