Seven Post Investment Office LP
CIK
1554308
Location
San Francisco, CA
Portfolio Value
Small
$169,941,086
Diversification
Diversified
Filing Date
Global Rank
#4,554
/ 8,603
▲ 369
· as of Mar 2026
Top Industry
REIT - Residential
43.5%
3Y Alpha vs SPY
+1.9%
Period ended 3 months ago
Filed May 14, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+84.0%
SPY
+76.0%
Annualised alpha
+1.8%
Max drawdown
−19.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.7%
−7.0 pts
Top 5
73.0%
−0.6 pts
Top 10
94.5%
−0.1 pts
HHI
1,475
Diversified−193
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 48.3% | $82,106,527 |
| Unclassified | 35.9% | $60,974,969 |
| Energy | 9.4% | $16,021,258 |
| Financial Services | 4.3% | $7,332,718 |
| Technology | 1.3% | $2,237,728 |
| Communication Services | 0.6% | $1,017,962 |
| Consumer Cyclical | 0.1% | $249,924 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EQR | Equity Residential | +268,944 | 593,090 | $35,081,273 | |
| BRK-B | Berkshire Hathaway Inc | +11,053 | 15,302 | $7,332,718 | |
| SGOL | abrdn Gold ETF Trust | +4,606 | 20,093 | $896,549 | |
| EPD | Enterprise Products Partners L.P. | +2,478 | 304,608 | $11,526,366 | |
| ELS | Equity Lifestyle Properties Inc | +1,689 | 196,584 | $12,270,773 | |
| GLDM | World Gold Trust | +1,390 | 70,501 | $6,534,737 | |
| PLD | Prologis, Inc. | +1,210 | 149,038 | $19,699,842 | |
| PSA | Public Storage | +334 | 30,497 | $8,261,027 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 3,147 | $1,089,176 | |
| No positions match the current search. | ||||
19 positions ·
$169,941,086 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 69,811 | $45,400,885 | 26.72% | |
| EQR |
Equity Residential
Real Estate
|
Added | 593,090 | $35,081,273 | 20.64% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 149,038 | $19,699,842 | 11.59% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Added | 196,584 | $12,270,773 | 7.22% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 304,608 | $11,526,366 | 6.78% | |
| PSA |
Public Storage
Real Estate
|
Added | 30,497 | $8,261,027 | 4.86% | |
| SLV |
iShares Silver Trust
|
Held | 119,501 | $8,142,798 | 4.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 15,302 | $7,332,718 | 4.31% | |
| GLDM |
World Gold Trust
|
Added | 70,501 | $6,534,737 | 3.85% | |
| COLD |
Americold Realty Trust
Real Estate
|
Held | 555,865 | $6,370,212 | 3.75% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 61,760 | $4,494,892 | 2.64% | |
| AAPL |
Apple Inc.
Technology
|
Held | 4,951 | $1,256,514 | 0.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 3,540 | $1,017,962 | 0.60% | |
| SGOL |
abrdn Gold ETF Trust
|
Added | 20,093 | $896,549 | 0.53% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,920 | $509,248 | 0.30% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,275 | $471,966 | 0.28% | |
| SKT |
Tanger Inc.
Real Estate
|
Held | 8,000 | $271,840 | 0.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,200 | $249,924 | 0.15% | |
| PEB |
Pebblebrook Hotel Trust
Real Estate
|
Held | 12,000 | $151,560 | 0.09% |