Seven Post Investment Office LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Seven Post Investment Office LP reported 37 stock positions worth $279.7 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 26.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 18.4%) and Vivmark Residential (VMRK, 7.3%). Compared with Q3 2025, it opened 5 new positions, sold out of 1, added to 8 and reduced 7. The biggest buy was Prologis (PLD, shares +1%) and the biggest sale an exit from iShares S&P 100 ETF (OEF).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001554308
- Portfolio Value
- $279.7M (Q4 2025)
- SEC Filing
- 0001172661-26-000384 ↗ filed Jan 29, 2026
Holdings Value
Holdings 37 stocks · $279.7M
| VNQ Vanguard Real Estate ETF | 26.61% | 841,036 | $74.4M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 18.44% | 75,639 | $51.6M | Add +0.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 7.31% | 324,146 | $20.4M | Add +0.9% |
| PLD Prologis Inc. | 6.75% | 147,828 | $18.9M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 5.62% | 46,856 | $15.7M | Reduce -8.6% |
| VEA Vanguard Ftse Developed ETF | 5.16% | 230,974 | $14.4M | Reduce -5.7% |
| ELS Equity Lifestyle Properties | 4.22% | 194,895 | $11.8M | Add +0.8% |
| VT Vanguard Tot World STK ETF | 3.56% | 70,500 | $9.9M | Add +0.2% |
| EPD Enterprise Products Partners | 3.46% | 302,130 | $9.7M | No change |
| PSA Public Storage | 2.80% | 30,163 | $7.8M | Add +1.1% |
| SLV iShares Silver Trust | 2.75% | 119,501 | $7.7M | No change |
| COLD Americold Realty Trust Inc. | 2.56% | 555,865 | $7.1M | No change |
| GLDM SPDR Gold Minishares Trust | 2.11% | 69,111 | $5.9M | Add +0.4% |
| WMB Williams Cos Inc. | 1.33% | 61,760 | $3.7M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.27% | 66,310 | $3.6M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 4,249 | $2.1M | Reduce -11.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.66% | 20,507 | $1.8M | No change |
| AAPL Apple Inc. | 0.48% | 4,951 | $1.3M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.43% | 3,800 | $1.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.40% | 3,540 | $1.1M | New |
| AVGO Broadcom Inc. | 0.39% | 3,147 | $1.1M | New |
| EFA iShares MSCI Eafe ETF | 0.39% | 11,268 | $1.1M | No change |
| IJR iShares Core S&P Small-Cap E | 0.27% | 6,298 | $757K | No change |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,100 | $753K | Reduce -71.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 9,255 | $738K | New |
| VONV Vanguard Russell 1000 Value | 0.26% | 7,825 | $722K | No change |
| SGOL Abrdn Physical Gold Shares | 0.23% | 15,487 | $636K | No change |
| MSFT Microsoft Corp. | 0.22% | 1,275 | $617K | No change |
| NVDA Nvidia Corp. | 0.21% | 3,151 | $588K | New |
| IEMG iShares Core MSCI Emerging | 0.18% | 7,339 | $493K | Reduce -4.6% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 2,532 | $377K | No change |
| ACWI iShares MSCI Acwi ETF | 0.13% | 2,488 | $352K | No change |
| AMZN Amazon.com Inc. | 0.10% | 1,200 | $277K | No change |
| SKT Tanger Inc. | 0.10% | 8,000 | $267K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 720 | $226K | New |
| VOO Vanguard S&P 500 ETF | 0.08% | 352 | $221K | Reduce -7.4% |
| PEB Pebblebrook Hotel Trust | 0.05% | 12,000 | $136K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −1.09 |
| IVV iShares Core S&P 500 ETF | Reduce -71.5% | 0.27% | −0.66 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.6% | 5.62% | −0.45 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.7% | 5.16% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.8% | 0.76% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 1.27% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -4.6% | 0.18% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 0.08% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| PLD Prologis Inc. | Add +0.8% | 6.75% | +0.70 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 18.44% | +0.40 |
| GOOGL Alphabet Inc. Class A | New | 0.40% | +0.40 |
| AVGO Broadcom Inc. | New | 0.39% | +0.39 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.26% | +0.26 |
| GLDM SPDR Gold Minishares Trust | Add +0.4% | 2.11% | +0.21 |
| NVDA Nvidia Corp. | New | 0.21% | +0.21 |
| GOOG Alphabet Inc. Class C | New | 0.08% | +0.08 |
| VT Vanguard Tot World STK ETF | Add +0.2% | 3.56% | +0.07 |
| ELS Equity Lifestyle Properties | Add +0.8% | 4.22% | −0.00 |
| VMRK Vivmark Residential | Add +0.9% | 7.31% | −0.19 |
| PSA Public Storage | Add +1.1% | 2.80% | −0.30 |
| VNQ Vanguard Real Estate ETF | Add +0.9% | 26.61% | −0.83 |
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 |