SP
| |
Seven Post Investment Office LP13F | |
| Seven Post Investment Office LP | |
| Last update 2025-07-16 | 34 Stocks (8 new) |
| Value $265.00 Mil | Turnover 11 % |
Seven Post Investment Office L... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQ | Vanguard Real Estate Index Fund ETF | 825,347 | 73,505.4 | +0.94% | 27.690 | +0.26% | 0.220 | +7.02% | +5.20% | 34,115.4 | ||
SPY | SPDR S&P 500 ETF Trust | 71,865 | 44,401.7 | +2.05% | 16.730 | +0.34% | 0.010 | +19.62% | +7.94% | 648,846.5 | ||
EQR | Equity Residential | 319,190 | 21,542.2 | +0.68% | 8.120 | +0.05% | 0.080 | +0.12% | -1.97% | 25,957.8 | REITs | |
VTI | Vanguard Total Stock Market ETF | 51,338 | 15,603.2 | -8.33% | 5.880 | -0.49% | 0.000 | +19.96% | +7.60% | 474,434.4 | ||
PLD | Prologis Inc | 145,392 | 15,283.6 | +0.96% | 5.760 | +0.05% | 0.020 | +10.29% | +5.22% | 101,320.2 | REITs | |
VEA | Vanguard FTSE Developed Markets ETF | 235,339 | 13,416.7 | +1.88% | 5.050 | +0.09% | 0.010 | +12.11% | +21.29% | 160,177.0 | ||
ELS | Equity Lifestyle Properties Inc | 191,726 | 11,823.8 | +0.81% | 4.450 | +0.04% | 0.100 | -2.56% | -6.08% | 11,767.7 | REITs | |
EPD | Enterprise Products Partners LP | 302,130 | 9,369.0 | New Holding | 3.530 | +3.53% | 0.010 | +3.86% | +3.29% | 67,951.7 | Oil & Gas | |
COLD | Americold Realty Trust Inc | 555,865 | 9,244.0 | New Holding | 3.480 | +3.48% | 0.200 | -13.48% | -18.89% | 4,823.3 | REITs | |
VT | Vanguard Total World Stock ETF | 70,254 | 9,029.0 | +0.15% | 3.400 | 0% | 0.020 | +17.28% | +12.02% | 46,000.6 |
Seven Post Investment Office LP's Historical Top Holdings Breakdowns
Seven Post Investment Office LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-06-30 | Sold Out Sold Out | -6.91% | 110.06 ($110.26) 110.46 | $110.32 | 0.05% | Sold Out | 0 | -163,736 | |
EPD | Enterprise Products Partners LP | 2025-06-30 | New Buy New Buy | +3.53% | 28.95 ($31.2) 34.22 | $31.33 | 0.42% | New holding | 302,130 | 302,130 | |
COLD | Americold Realty Trust Inc | 2025-06-30 | New Buy New Buy | +3.48% | 16.31 ($18.18) 21.47 | $16.94 | -6.82% | New holding | 555,865 | 555,865 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Sold Out Sold Out | -2.06% | 58.32 ($58.58) 58.98 | $58.61 | 0.05% | Sold Out | 0 | -91,987 | |
WMB | Williams Companies Inc | 2025-06-30 | New Buy New Buy | +1.46% | 54.33 ($59.05) 62.87 | $57.36 | -2.86% | New holding | 61,760 | 61,760 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-06-30 | Sold Out Sold Out | -1.10% | 49.57 ($49.94) 50.27 | $50.13 | 0.38% | Sold Out | 0 | -57,614 | |
OEF | iShares S&P 100 ETF | 2025-06-30 | New Buy New Buy | +1.04% | 240.38 ($278.51) 304.35 | $309.94 | 11.29% | New holding | 9,086 | 9,086 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Reduce Reduce | -0.49% | 243.75 ($281.15) 303.93 | $309.80 | 10.19% | Reduce -8.33% | 51,338 | -4,664 | |
VV | Vanguard Large Cap ETF | 2025-06-30 | New Buy New Buy | +0.41% | 228.25 ($263.38) 285.3 | $290.15 | 10.16% | New holding | 3,800 | 3,800 | |
NFLX | Netflix Inc | 2025-06-30 | Sold Out Sold Out | -0.37% | 855.86 ($1127.52) 1339.13 | $1,190.08 | 5.55% | Sold Out | 0 | -1,030 |
Seven Post Investment Office LP Total Holding History ($B)
Seven Post Investment Office LP's Asset Allocation
Seven Post Investment Office LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Seven Post Investment Office LP's Hypothetical Growth since 2025-06-30
Seven Post Investment Office LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Seven Post Investment Office LP's Holdings Heat Map
Size field:
Seven Post Investment Office LP's Holdings Bubble Chart
Seven Post Investment Office LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers