Seven Post Investment Office LP
CIK 0001554308 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$352.3M
2026 Q2
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VNQ
VANGUARD INDEX FDS
23.5%
SPY
STATE STR SPDR S&P 500 ETF T
14.8%
VMRK
EQUITY RESIDENTIAL
11.6%
PLD
PROLOGIS INC.
5.8%
VTI
VANGUARD INDEX FDS
4.8%
BRK-A
BERKSHIRE HATHAWAY INC DEL
4.5%
VEA
VANGUARD TAX-MANAGED FDS
4.0%
ELS
EQUITY LIFESTYLE PROPERTIES
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.