Seven Post Investment Office LP
43 holdingsFiling period: 2026-06-30Current AUM: $386.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Index Fds | 857.4K | $82.7M | $79.9M | 20.67% | +7.4K | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 69.9K | $52.2M | $53.5M | 13.85% | +97 | 2026-06-30 |
| 3 | EQR | Equity Residential | 603.2K | $41.0M | $41.0M | 10.60% | +10.1K | 2026-06-30 |
| 4 | EQR | Equity Residential | 603.2K | $41.0M | $41.0M | 10.60% | +10.1K | 2026-06-30 |
| 5 | PLD | Prologis Inc. | 150.2K | $20.3M | $19.0M | 4.91% | +1.1K | 2026-06-30 |
| 6 | VTI | Vanguard Index Fds | 45.9K | $17.0M | $17.3M | 4.47% | -327 | 2026-06-30 |
| 7 | BRK-A | Berkshire Hathaway Inc Del | 21 | $15.7M | $15.7M | 4.07% | -- | 2026-06-30 |
| 8 | VEA | Vanguard Tax-Managed Fds | 196.9K | $14.0M | $13.6M | 3.53% | -3,307 | 2026-06-30 |
| 9 | ELS | Equity Lifestyle Properties | 198.3K | $12.8M | $12.1M | 3.13% | +1.7K | 2026-06-30 |
| 10 | EPD | Enterprise Prods Partners L | 307.0K | $11.3M | $11.4M | 2.94% | +2.4K | 2026-06-30 |
| 11 | VT | Vanguard Intl Equity Index F | 70.2K | $11.0M | $11.0M | 2.85% | +79 | 2026-06-30 |
| 12 | PSA | Public Storage | 30.8K | $9.8M | $9.4M | 2.45% | +283 | 2026-06-30 |
| 13 | COLD | Americold Realty Trust Inc | 566.2K | $8.9M | $8.3M | 2.14% | +10.3K | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 17.0K | $8.5M | $8.5M | 2.21% | +1.7K | 2026-06-30 |
| 15 | ORCL | Oracle Corp | 56.7K | $8.3M | $7.1M | 1.85% | -- | 2026-06-30 |
| 16 | SLV | iShares Silver TR | 125.1K | $6.7M | $6.1M | 1.57% | +5.6K | 2026-06-30 |
| 17 | GLDM | World Gold TR | 79.3K | $6.3M | $6.3M | 1.63% | +8.8K | 2026-06-30 |
| 18 | WMB | Williams Cos Inc | 61.8K | $4.6M | $4.4M | 1.15% | -- | 2026-06-30 |
| 19 | VWO | Vanguard Intl Equity Index F | 61.1K | $3.6M | $3.5M | 0.89% | -1,769 | 2026-06-30 |
| 20 | IEFA | iShares TR | 18.5K | $1.8M | $1.8M | 0.46% | -1,959 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 6.0K | $1.7M | $2.0M | 0.53% | +1.0K | 2026-06-30 |
| 22 | LII | Lennox Intl Inc | 3.0K | $1.7M | $1.1M | 0.28% | -- | 2026-06-30 |
| 23 | VV | Vanguard Index Fds | 3.8K | $1.3M | $1.3M | 0.35% | -- | 2026-06-30 |
| 24 | EFA | iShares TR | 11.3K | $1.2M | $1.2M | 0.30% | -- | 2026-06-30 |
| 25 | NVDA | NVIDIA Corporation | 5.1K | $1.0M | $1.1M | 0.28% | +2.2K | 2026-06-30 |
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