Seven Post Investment Office LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Seven Post Investment Office LP reported 33 stock positions worth $261.2 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 27.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 16.0%) and Vivmark Residential (VMRK, 8.6%). Compared with Q3 2024, it sold out of 22, added to 11 and reduced 14. The biggest buy was Vanguard Real Estate ETF (VNQ, shares +1%) and the biggest sale an exit from Lennox International (LII).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001554308
- Portfolio Value
- $261.2M (Q4 2024)
- SEC Filing
- 0001172661-25-000226 ↗ filed Jan 16, 2025
Holdings Value
Holdings 33 stocks · $261.2M
| VNQ Vanguard Real Estate ETF | 27.60% | 809,447 | $72.1M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 15.95% | 71,104 | $41.7M | Add +2.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 8.63% | 314,063 | $22.5M | Add +0.7% |
| SHV iShares 0-1 Year Treasury Bo | 6.98% | 165,614 | $18.2M | Add +5.5% |
| VTI VG Morningstar TS MKT ETF-US | 6.49% | 58,523 | $17.0M | Reduce -2.3% |
| PLD Prologis Inc. | 5.77% | 142,709 | $15.1M | Reduce -11.0% |
| ELS Equity Lifestyle Properties | 4.81% | 188,798 | $12.6M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 4.21% | 230,137 | $11.0M | Add +1.5% |
| PSA Public Storage | 3.33% | 29,079 | $8.7M | Add +1.0% |
| VT Vanguard Tot World STK ETF | 3.21% | 71,272 | $8.4M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 1.97% | 88,499 | $5.1M | Reduce -0.8% |
| GLDM SPDR Gold Minishares Trust | 1.38% | 69,418 | $3.6M | Add +1539.2% |
| VTIP Vanguard Short-Term Tips | 1.28% | 69,097 | $3.3M | Reduce -8.2% |
| VWO Vanguard Ftse Emerging Marke | 1.28% | 75,902 | $3.3M | Reduce -15.2% |
| SLV iShares Silver Trust | 1.20% | 119,501 | $3.1M | Reduce -50.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 5,636 | $2.6M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.87% | 3,860 | $2.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.59% | 20,289 | $1.5M | Reduce -8.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 20,507 | $1.4M | No change |
| AAPL Apple Inc. | 0.47% | 4,951 | $1.2M | Reduce -58.7% |
| NFLX Netflix Inc. | 0.35% | 1,030 | $918K | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 6,298 | $726K | No change |
| VONV Vanguard Russell 1000 Value | 0.24% | 7,825 | $636K | No change |
| SCHO Schwab Short-Term US Treas | 0.23% | 25,127 | $605K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.23% | 1,030 | $603K | Reduce -63.7% |
| MSFT Microsoft Corp. | 0.21% | 1,275 | $537K | Reduce -80.3% |
| SGOL Abrdn Physical Gold Shares | 0.16% | 16,563 | $415K | Reduce -6.5% |
| IEMG iShares Core MSCI Emerging | 0.15% | 7,693 | $402K | No change |
| DHI D.R. Horton Inc. | 0.14% | 2,710 | $379K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 2,532 | $326K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 2,488 | $292K | No change |
| AMZN Amazon.com Inc. | 0.10% | 1,200 | $263K | Reduce -15.5% |
| VOO Vanguard S&P 500 ETF | 0.09% | 445 | $240K | Add +1.8% |
Portfolio Sells Q3 2024 → Q4 2024
| LII Lennox International Inc. | Sold out | 0.00% | −22.56 |
| INTU Intuit Inc. | Sold out | 0.00% | −15.35 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −7.99 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −6.78 |
| MATX Matson Inc. | Sold out | 0.00% | −2.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.12 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.37 |
| BZFD Buzzfeed Inc. | Sold out | 0.00% | −0.27 |
| MSFT Microsoft Corp. | Reduce -80.3% | 0.21% | −0.21 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.15 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.10 |
| ITGR Integer Holdings Corp. | Sold out | 0.00% | −0.10 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.09 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.08 |
| FHB First Hawaiian Inc. | Sold out | 0.00% | −0.07 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.05 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.04 |
| UDMY Udemy Inc. | Sold out | 0.00% | −0.02 |
| CRGO Freightos Ltd. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -63.7% | 0.23% | −0.01 |
| AAPL Apple Inc. | Reduce -58.7% | 0.47% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -15.5% | 0.10% | +0.06 |
| SGOL Abrdn Physical Gold Shares | Reduce -6.5% | 0.16% | +0.09 |
| SLV iShares Silver Trust | Reduce -50.0% | 1.20% | +0.18 |
| NFLX Netflix Inc. | Reduce -0.1% | 0.35% | +0.24 |
| EFA iShares MSCI Eafe ETF | Reduce -8.9% | 0.59% | +0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 0.98% | +0.57 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.2% | 1.28% | +0.63 |
| VTIP Vanguard Short-Term Tips | Reduce -8.2% | 1.28% | +0.72 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.8% | 1.97% | +1.18 |
| PLD Prologis Inc. | Reduce -11.0% | 5.77% | +2.71 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 6.49% | +3.93 |
Portfolio Buys Q3 2024 → Q4 2024
| VNQ Vanguard Real Estate ETF | Add +1.2% | 27.60% | +15.82 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.5% | 15.95% | +9.94 |
| VMRK Vivmark Residential | Add +0.7% | 8.63% | +5.12 |
| SHV iShares 0-1 Year Treasury Bo | Add +5.5% | 6.98% | +4.36 |
| ELS Equity Lifestyle Properties | Add +0.7% | 4.81% | +2.79 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 4.21% | +2.40 |
| VT Vanguard Tot World STK ETF | Add +0.2% | 3.21% | +1.92 |
| PSA Public Storage | Add +1.0% | 3.33% | +1.75 |
| GLDM SPDR Gold Minishares Trust | Add +1539.2% | 1.38% | +1.35 |
| SCHO Schwab Short-Term US Treas | Add +0.2% | 0.23% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 0.09% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $352.3M | VNQ, SPY, VMRK, PLD, VTI |
| Q1 2026 | 36 | $309.5M | VNQ, SPY, VMRK, PLD, BRK.A |
| Q4 2025 | 37 | $279.7M | VNQ, SPY, VMRK, PLD, VTI |
| Q3 2025 | 33 | $277.6M | VNQ, SPY, VMRK, VTI, PLD |
| Q2 2025 | 34 | $265.5M | VNQ, SPY, VMRK, VTI, PLD |
| Q1 2025 | 33 | $261.8M | VNQ, SPY, VMRK, SHV, PLD |
| Q4 2024 | 33 | $261.2M | VNQ, SPY, VMRK, SHV, VTI |
| Q3 2024 | 55 | $661.7M | LII, INTU, VNQ, GOOGL, GOOG |
| Q2 2024 | 55 | $539.9M | LII, INTU, VNQ, SPY, VMRK |
| Q1 2024 | 55 | $409.6M | LII, VNQ, SPY, PLD, VMRK |