Seven Post Investment Office LP

CIK

1554308

Location

San Francisco, CA

Portfolio Value

Small $198,922,859

Diversification

Diversified

Filing Date

Global Rank

#4,465 / 8,517 ▼ 51

Top Industry

REIT - Residential 40.4%

3Y Alpha vs SPY

-1.5%

Period ended 47 days ago

Filed Jul 28, 2026 · 19d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+70.7%

SPY

+76.6%

Annualised alpha

-1.4%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.2%

+3.3 pts

Top 5

69.2%

+0.8 pts

Top 10

90.4%

−1.6 pts

HHI

1,400

Diversified+158

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Real Estate	46.9%	$93,344,228	7
Unclassified	33.2%	$65,962,181	4
Energy	8.0%	$15,875,675	2
Technology	5.8%	$11,529,248	4
Financial Services	4.6%	$9,197,184	3
Industrials	0.9%	$1,718,850	1
Communication Services	0.3%	$693,297	1
Consumer Defensive	0.2%	$316,188	1
Consumer Cyclical	0.1%	$286,008	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
COLD	Americold Realty Trust	+10,305	566,170	$8,900,192
EQR	Equity Residential	+10,095	603,185	$40,974,357
GLDM	World Gold Trust	+8,847	79,348	$6,301,818
SLV	iShares Silver Trust	+5,560	125,061	$6,687,011
EPD	Enterprise Products Partners L.P.	+2,368	306,976	$11,284,437
NVDA	Nvidia Corp	+2,173	5,093	$1,019,058
BRK-B	Berkshire Hathaway Inc	+1,720	17,043	$8,528,146
ELS	Equity Lifestyle Properties Inc	+1,676	198,260	$12,777,857
PLD	Prologis, Inc.	+1,147	150,185	$20,345,561
AAPL	Apple Inc.	+1,000	5,951	$1,721,981
PSA	Public Storage	+283	30,780	$9,797,581
SPY	Spdr S&P 500 ETF Trust	+97	69,908	$52,205,197
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GOOGL	Alphabet Inc.	−2,320	1,940	$693,297
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	56,722	$8,312,609
LII	Lennox International Inc	3,000	$1,718,850
JPM	Jpmorgan Chase & Co	1,117	$365,627
COST	Costco Wholesale Corp /New	338	$316,188
GS	Goldman Sachs Group Inc	300	$303,411
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
VEA	Vanguard FTSE Developed Markets ETF	200,180	$12,827,534
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 tracked positions · $198,922,859 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	69,908	+97	$52,205,197	+15.0%	26.24%
EQR	Equity Residential Real Estate	Added	603,185	+10,095	$40,974,357	+16.8%	20.60%
PLD	Prologis, Inc. Real Estate	Added	150,185	+1,147	$20,345,561	+3.3%	10.23%
ELS	Equity Lifestyle Properties Inc Real Estate	Added	198,260	+1,676	$12,777,857	+4.1%	6.42%
EPD	Enterprise Products Partners L.P. Energy	Added	306,976	+2,368	$11,284,437	−2.1%	5.67%
PSA	Public Storage Real Estate	Added	30,780	+283	$9,797,581	+18.6%	4.93%
COLD	Americold Realty Trust Real Estate	Added	566,170	+10,305	$8,900,192	+39.7%	4.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,043	+1,720	$8,528,146	−62.0%	4.29%
ORCL	Oracle Corp Technology	NEW	56,722	NEW	$8,312,609	NEW	4.18%
SLV	iShares Silver Trust	Added	125,061	+5,560	$6,687,011	−17.9%	3.36%
GLDM	World Gold Trust	Added	79,348	+8,847	$6,301,818	−3.6%	3.17%
WMB	Williams Companies, Inc. Energy	Held	61,760	0	$4,591,238	+2.1%	2.31%
AAPL	Apple Inc. Technology	Added	5,951	+1,000	$1,721,981	+37.0%	0.87%
LII	Lennox International Inc Industrials	NEW	3,000	NEW	$1,718,850	NEW	0.86%
NVDA	Nvidia Corp Technology	Added	5,093	+2,173	$1,019,058	+100.1%	0.51%
SGOL	abrdn Gold ETF Trust	Held	20,093	0	$768,155	−14.3%	0.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,940	-2,320	$693,297	−43.4%	0.35%
MSFT	Microsoft Corp Technology	Held	1,275	0	$475,600	+0.8%	0.24%
JPM	Jpmorgan Chase & Co Financial Services	NEW	1,117	NEW	$365,627	NEW	0.18%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	338	NEW	$316,188	NEW	0.16%
SKT	Tanger Inc. Real Estate	Held	8,000	0	$315,760	+16.2%	0.16%
GS	Goldman Sachs Group Inc Financial Services	NEW	300	NEW	$303,411	NEW	0.15%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,200	0	$286,008	+14.4%	0.14%
PEB	Pebblebrook Hotel Trust Real Estate	Held	12,000	0	$232,920	+53.7%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.