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 (2026-03-31)

Seven Post Investment Office LP (CIK 1554308) reported $309.5M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VNQ ($75.4M, 24.36%), SPY ($45.4M, 14.67%), EQR ($35.1M, 11.33%), PLD ($19.7M, 6.36%), BRK/A ($15.1M, 4.87%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VNQVANGUARD INDEX FDS$75.4M24.36%849,940Added
2SPYSTATE STR SPDR S&P 500 ETF T$45.4M14.67%69,811Trimmed
3EQREQUITY RESIDENTIAL$35.1M11.33%593,090Added
4PLDPROLOGIS INC.$19.7M6.36%149,038Added
5BRK/ABERKSHIRE HATHAWAY INC DEL$15.1M4.87%21New
6VTIVANGUARD INDEX FDS$14.8M4.80%46,265Trimmed
7VEAVANGUARD TAX-MANAGED FDS$12.8M4.14%200,180Trimmed
8ELSEQUITY LIFESTYLE PROPERTIES$12.3M3.96%196,584Added
9EPDENTERPRISE PRODS PARTNERS L$11.5M3.72%304,608Added
10VTVANGUARD INTL EQUITY INDEX F$9.7M3.13%70,103Trimmed
11PSAPUBLIC STORAGE OPER CO$8.3M2.67%30,497Added
12SLVISHARES SILVER TR$8.1M2.63%119,501Hold
13BRK/BBERKSHIRE HATHAWAY INC DEL$7.3M2.37%15,302Added
14GLDMWORLD GOLD TR$6.5M2.11%70,501Added
15COLDAMERICOLD REALTY TRUST INC$6.4M2.06%555,865Hold
16WMBWILLIAMS COS INC$4.5M1.45%61,760Hold
17VWOVANGUARD INTL EQUITY INDEX F$3.4M1.10%62,883Trimmed
18IEFAISHARES TR$1.9M0.60%20,507Hold
19AAPLAPPLE INC$1.3M0.41%4,951Hold
20VVVANGUARD INDEX FDS$1.1M0.37%3,800Hold
21EFAISHARES TR$1.1M0.35%11,268Hold
22GOOGLALPHABET INC$1.0M0.33%3,540Hold
23SGOLETFS GOLD TR$896,5500.29%20,093Added
24IJRISHARES TR$782,9040.25%6,298Hold
25VONVVANGUARD SCOTTSDALE FDS$733,5150.24%7,825Hold

Source: SEC Form 13F filings · as of 2026-03-31