Seven Post Investment Office LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Seven Post Investment Office LP reported 33 stock positions worth $261.8 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 28.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 15.0%) and Vivmark Residential (VMRK, 8.7%). Compared with Q4 2024, it added to 8 and reduced 10. The biggest buy was Vanguard Real Estate ETF (VNQ, shares +1%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001554308
- Portfolio Value
- $261.8M (Q1 2025)
- SEC Filing
- 0001172661-25-001509 ↗ filed Apr 17, 2025
Holdings Value
Holdings 33 stocks · $261.8M
| VNQ Vanguard Real Estate ETF | 28.28% | 817,700 | $74.0M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 15.05% | 70,420 | $39.4M | Reduce -1.0% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 8.67% | 317,040 | $22.7M | Add +0.9% |
| SHV iShares 0-1 Year Treasury Bo | 6.91% | 163,736 | $18.1M | Reduce -1.1% |
| PLD Prologis Inc. | 6.15% | 144,008 | $16.1M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 5.88% | 56,002 | $15.4M | Reduce -4.3% |
| ELS Equity Lifestyle Properties | 4.85% | 190,185 | $12.7M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 4.48% | 230,988 | $11.7M | Add +0.4% |
| PSA Public Storage | 3.34% | 29,250 | $8.8M | Add +0.6% |
| VT Vanguard Tot World STK ETF | 3.11% | 70,152 | $8.1M | Reduce -1.6% |
| VGSH Vanguard Short-Term Treasury | 2.06% | 91,987 | $5.4M | Add +3.9% |
| GLDM SPDR Gold Minishares Trust | 1.63% | 69,074 | $4.3M | Reduce -0.5% |
| SLV iShares Silver Trust | 1.41% | 119,501 | $3.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 5,506 | $2.9M | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 1.11% | 64,252 | $2.9M | Reduce -15.3% |
| VTIP Vanguard Short-Term Tips | 1.10% | 57,614 | $2.9M | Reduce -16.6% |
| IVV iShares Core S&P 500 ETF | 0.83% | 3,860 | $2.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.63% | 20,289 | $1.7M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.59% | 20,507 | $1.6M | No change |
| AAPL Apple Inc. | 0.42% | 4,951 | $1.1M | No change |
| NFLX Netflix Inc. | 0.37% | 1,030 | $961K | No change |
| IJR iShares Core S&P Small-Cap E | 0.25% | 6,298 | $659K | No change |
| VONV Vanguard Russell 1000 Value | 0.25% | 7,825 | $646K | No change |
| SCHO Schwab Short-Term US Treas | 0.23% | 25,221 | $614K | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.23% | 1,030 | $594K | No change |
| SGOL Abrdn Physical Gold Shares | 0.19% | 16,527 | $493K | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.18% | 1,275 | $479K | No change |
| IEMG iShares Core MSCI Emerging | 0.16% | 7,693 | $415K | No change |
| DHI D.R. Horton Inc. | 0.13% | 2,710 | $345K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 2,532 | $309K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 2,488 | $290K | No change |
| AMZN Amazon.com Inc. | 0.09% | 1,200 | $228K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 400 | $206K | Reduce -10.1% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 15.05% | −0.91 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.3% | 5.88% | −0.61 |
| VTIP Vanguard Short-Term Tips | Reduce -16.6% | 1.10% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.3% | 1.11% | −0.17 |
| VT Vanguard Tot World STK ETF | Reduce -1.6% | 3.11% | −0.10 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.1% | 6.91% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -10.1% | 0.08% | −0.01 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.2% | 0.19% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 1.12% | +0.14 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.5% | 1.63% | +0.25 |
Portfolio Buys Q4 2024 → Q1 2025
| VNQ Vanguard Real Estate ETF | Add +1.0% | 28.28% | +0.68 |
| PLD Prologis Inc. | Add +0.9% | 6.15% | +0.37 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 4.48% | +0.27 |
| VGSH Vanguard Short-Term Treasury | Add +3.9% | 2.06% | +0.09 |
| VMRK Vivmark Residential | Add +0.9% | 8.67% | +0.04 |
| ELS Equity Lifestyle Properties | Add +0.7% | 4.85% | +0.03 |
| PSA Public Storage | Add +0.6% | 3.34% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +0.4% | 0.23% | +0.00 |
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 |