Seven Post Investment Office LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Seven Post Investment Office LP reported 34 stock positions worth $265.5 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 27.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 16.7%) and Vivmark Residential (VMRK, 8.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 7, added to 9 and reduced 4. The biggest buy was a new position in Enterprise Products Partners (EPD) and the biggest sale an exit from iShares 0-1 Year Treasury Bo (SHV).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001554308
- Portfolio Value
- $265.5M (Q2 2025)
- SEC Filing
- 0001172661-25-002608 ↗ filed Jul 15, 2025
Holdings Value
Holdings 34 stocks · $265.5M
| VNQ Vanguard Real Estate ETF | 27.69% | 825,347 | $73.5M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 16.73% | 71,865 | $44.4M | Add +2.0% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 8.12% | 319,190 | $21.5M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 5.88% | 51,338 | $15.6M | Reduce -8.3% |
| PLD Prologis Inc. | 5.76% | 145,392 | $15.3M | Add +1.0% |
| VEA Vanguard Ftse Developed ETF | 5.05% | 235,339 | $13.4M | Add +1.9% |
| ELS Equity Lifestyle Properties | 4.45% | 191,726 | $11.8M | Add +0.8% |
| EPD Enterprise Products Partners | 3.53% | 302,130 | $9.4M | New |
| COLD Americold Realty Trust Inc. | 3.48% | 555,865 | $9.2M | New |
| VT Vanguard Tot World STK ETF | 3.40% | 70,254 | $9.0M | Add +0.1% |
| PSA Public Storage | 3.26% | 29,524 | $8.7M | Add +0.9% |
| GLDM SPDR Gold Minishares Trust | 1.70% | 68,825 | $4.5M | Reduce -0.4% |
| SLV iShares Silver Trust | 1.48% | 119,501 | $3.9M | No change |
| WMB Williams Cos Inc. | 1.46% | 61,760 | $3.9M | New |
| VWO Vanguard Ftse Emerging Marke | 1.20% | 64,355 | $3.2M | Add +0.2% |
| OEF iShares S&P 100 ETF | 1.04% | 9,086 | $2.8M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 4,950 | $2.4M | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 0.90% | 3,860 | $2.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.68% | 20,289 | $1.8M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 20,507 | $1.7M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.41% | 3,800 | $1.1M | New |
| AAPL Apple Inc. | 0.38% | 4,951 | $1.0M | No change |
| IJR iShares Core S&P Small-Cap E | 0.26% | 6,298 | $688K | No change |
| VONV Vanguard Russell 1000 Value | 0.25% | 7,825 | $667K | No change |
| MSFT Microsoft Corp. | 0.24% | 1,275 | $634K | No change |
| SGOL Abrdn Physical Gold Shares | 0.20% | 16,527 | $521K | No change |
| IEMG iShares Core MSCI Emerging | 0.17% | 7,693 | $462K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 3,000 | $409K | New |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 2,532 | $343K | No change |
| ACWI iShares MSCI Acwi ETF | 0.12% | 2,488 | $320K | No change |
| AMZN Amazon.com Inc. | 0.10% | 1,200 | $263K | No change |
| SKT Tanger Inc. | 0.09% | 8,000 | $245K | New |
| VOO Vanguard S&P 500 ETF | 0.08% | 380 | $216K | Reduce -5.0% |
| PEB Pebblebrook Hotel Trust | 0.05% | 12,000 | $120K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −6.91 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −2.06 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −1.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.37 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.23 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.1% | 0.91% | −0.21 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.3% | 5.88% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -5.0% | 0.08% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.4% | 1.70% | +0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| EPD Enterprise Products Partners | New | 3.53% | +3.53 |
| COLD Americold Realty Trust Inc. | New | 3.48% | +3.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.0% | 16.73% | +1.68 |
| WMB Williams Cos Inc. | New | 1.46% | +1.46 |
| OEF iShares S&P 100 ETF | New | 1.04% | +1.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 5.05% | +0.57 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.41% | +0.41 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 3.40% | +0.29 |
| PLTR Palantir Technologies Inc. Class A | New | 0.15% | +0.15 |
| SKT Tanger Inc. | New | 0.09% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 1.20% | +0.09 |
| PEB Pebblebrook Hotel Trust | New | 0.05% | +0.05 |
| PSA Public Storage | Add +0.9% | 3.26% | −0.08 |
| ELS Equity Lifestyle Properties | Add +0.8% | 4.45% | −0.39 |
| PLD Prologis Inc. | Add +1.0% | 5.76% | −0.39 |
| VMRK Vivmark Residential | Add +0.7% | 8.12% | −0.55 |
| VNQ Vanguard Real Estate ETF | Add +0.9% | 27.69% | −0.59 |
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 |