Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Seven Post Investment Office LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Seven Post Investment Office LP (CIK 1554308) reported $352.3M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VNQ ($82.7M, 23.47%), SPY ($52.2M, 14.82%), EQR ($41.0M, 11.63%), PLD ($20.3M, 5.78%), VTI ($17.0M, 4.83%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VNQVANGUARD INDEX FDS$82.7M23.47%857,363Added
2SPYSTATE STR SPDR S&P 500 ETF T$52.2M14.82%69,908Added
3EQREQUITY RESIDENTIAL$41.0M11.63%603,185Added
4PLDPROLOGIS INC.$20.3M5.78%150,185Added
5VTIVANGUARD INDEX FDS$17.0M4.83%45,938Trimmed
6BRK/ABERKSHIRE HATHAWAY INC DEL$15.7M4.46%21Hold
7VEAVANGUARD TAX-MANAGED FDS$14.0M3.98%196,873Trimmed
8ELSEQUITY LIFESTYLE PROPERTIES$12.8M3.63%198,260Added
9EPDENTERPRISE PRODS PARTNERS L$11.3M3.20%306,976Added
10VTVANGUARD INTL EQUITY INDEX F$11.0M3.13%70,182Added
11PSAPUBLIC STORAGE$9.8M2.78%30,780Added
12COLDAMERICOLD REALTY TRUST INC$8.9M2.53%566,170Added
13BRK/BBERKSHIRE HATHAWAY INC DEL$8.5M2.42%17,043Added
14ORCLORACLE CORP$8.3M2.36%56,722New
15SLVISHARES SILVER TR$6.7M1.90%125,061Added
16GLDMWORLD GOLD TR$6.3M1.79%79,348Added
17WMBWILLIAMS COS INC$4.6M1.30%61,760Hold
18VWOVANGUARD INTL EQUITY INDEX F$3.6M1.04%61,114Trimmed
19IEFAISHARES TR$1.8M0.51%18,548Trimmed
20AAPLAPPLE INC$1.7M0.49%5,951Added
21LIILENNOX INTL INC$1.7M0.49%3,000New
22VVVANGUARD INDEX FDS$1.3M0.37%3,800Hold
23EFAISHARES TR$1.2M0.33%11,268Hold
24NVDANVIDIA CORPORATION$1.0M0.29%5,093Added
25IJRISHARES TR$934,0560.27%6,298Hold

Source: SEC Form 13F filings · as of 2026-06-30