Seven Post Investment Office LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Seven Post Investment Office LP reported 36 stock positions worth $309.5 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 24.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.7%) and Vivmark Residential (VMRK, 11.3%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 10 and reduced 8. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001554308
- Portfolio Value
- $309.5M (Q1 2026)
- SEC Filing
- 0001172661-26-001848 ↗ filed May 14, 2026
Holdings Value
Holdings 36 stocks · $309.5M
| VNQ Vanguard Real Estate ETF | 24.36% | 849,940 | $75.4M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.67% | 69,811 | $45.4M | Reduce -7.7% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 11.33% | 593,090 | $35.1M | Add +83.0% |
| PLD Prologis Inc. | 6.36% | 149,038 | $19.7M | Add +0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.87% | 21 | $15.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 4.79% | 46,265 | $14.8M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 4.14% | 200,180 | $12.8M | Reduce -13.3% |
| ELS Equity Lifestyle Properties | 3.96% | 196,584 | $12.3M | Add +0.9% |
| EPD Enterprise Products Partners | 3.72% | 304,608 | $11.5M | Add +0.8% |
| VT Vanguard Tot World STK ETF | 3.13% | 70,103 | $9.7M | Reduce -0.6% |
| PSA Public Storage | 2.67% | 30,497 | $8.3M | Add +1.1% |
| SLV iShares Silver Trust | 2.63% | 119,501 | $8.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.37% | 15,302 | $7.3M | Add +260.1% |
| GLDM SPDR Gold Minishares Trust | 2.11% | 70,501 | $6.5M | Add +2.0% |
| COLD Americold Realty Trust Inc. | 2.06% | 555,865 | $6.4M | No change |
| WMB Williams Cos Inc. | 1.45% | 61,760 | $4.5M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.10% | 62,883 | $3.4M | Reduce -5.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 20,507 | $1.9M | No change |
| AAPL Apple Inc. | 0.41% | 4,951 | $1.3M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.37% | 3,800 | $1.1M | No change |
| EFA iShares MSCI Eafe ETF | 0.35% | 11,268 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.33% | 3,540 | $1.0M | No change |
| SGOL Abrdn Physical Gold Shares | 0.29% | 20,093 | $897K | Add +29.7% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 6,298 | $783K | No change |
| VONV Vanguard Russell 1000 Value | 0.24% | 7,825 | $734K | No change |
| IVV iShares Core S&P 500 ETF | 0.23% | 1,100 | $719K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 7,774 | $616K | Reduce -16.0% |
| IEMG iShares Core MSCI Emerging | 0.17% | 7,324 | $511K | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.16% | 2,920 | $509K | Reduce -7.3% |
| MSFT Microsoft Corp. | 0.15% | 1,275 | $472K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 2,532 | $358K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 2,494 | $345K | Add +0.2% |
| SKT Tanger Inc. | 0.09% | 8,000 | $272K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,200 | $250K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 720 | $207K | No change |
| PEB Pebblebrook Hotel Trust | 0.05% | 12,000 | $152K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.7% | 14.67% | −3.77 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.3% | 4.14% | −1.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 4.79% | −0.82 |
| VT Vanguard Tot World STK ETF | Reduce -0.6% | 3.13% | −0.42 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.39 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.2% | 1.10% | −0.18 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -16.0% | 0.20% | −0.06 |
| NVDA Nvidia Corp. | Reduce -7.3% | 0.16% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -0.2% | 0.17% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| BRK.A Berkshire Hathaway Inc. Class A | New | 4.87% | +4.87 |
| VMRK Vivmark Residential | Add +83.0% | 11.33% | +4.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +260.1% | 2.37% | +1.61 |
| EPD Enterprise Products Partners | Add +0.8% | 3.72% | +0.26 |
| SGOL Abrdn Physical Gold Shares | Add +29.7% | 0.29% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Add +2.0% | 2.11% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Add +0.2% | 0.11% | −0.01 |
| PSA Public Storage | Add +1.1% | 2.67% | −0.13 |
| ELS Equity Lifestyle Properties | Add +0.9% | 3.96% | −0.26 |
| PLD Prologis Inc. | Add +0.8% | 6.36% | −0.38 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 24.36% | −2.25 |
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 |