Seven Post Investment Office LP
CIK
1554308
Location
San Francisco, CA
Portfolio Value
Small
$346,204,841
Diversification
Diversified
Files via
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Filing Date
Global Rank
#4,809
/ 8,798
▼ 349
· as of Jun 2026
Top Industry
REIT - Residential
36.1%
3Y Alpha vs SPY
-6.7%
Period ended 3 months ago
Filed Jul 28, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
23.9%
−0.9 pts
Top 5
63.7%
−1.5 pts
Top 10
84.3%
−2.5 pts
HHI
1,139
Diversified−51
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 57.0% | $197,263,916 |
| Real Estate | 27.0% | $93,344,228 |
| Financial Services | 7.2% | $24,923,034 |
| Energy | 4.6% | $15,875,675 |
| Technology | 3.3% | $11,529,248 |
| Industrials | 0.5% | $1,718,850 |
| Communication Services | 0.3% | $947,694 |
| Consumer Defensive | 0.1% | $316,188 |
| Consumer Cyclical | 0.1% | $286,008 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| COLD | Americold Realty Trust | +10,305 | 566,170 | $8,900,192 | |
| VMRK | Vivmark Residential | +10,095 | 603,185 | $40,974,357 | |
| GLDM | World Gold Trust | +8,847 | 79,348 | $6,301,818 | |
| VIG | Vanguard Dividend Appreciation ETF | +7,423 | 857,363 | $82,675,514 | |
| 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 | +1,741 | 17,064 | $24,253,996 | |
| 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
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −3,307 | 196,873 | $14,027,201 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −2,677 | 48,846 | $0 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −1,690 | 131,296 | $14,662,958 | |
| GOOGL | Alphabet Inc. | −1,600 | 2,660 | $947,694 | |
| BNDW | Vanguard Total World Bond ETF | −313 | 15,286 | $1,421,517 | |
| VB | Vanguard Morningstar Small-Cap ETF | −23 | 50,042 | $18,514,545 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
30 tracked positions ·
$346,204,841 total
· filing declares
42 positions · $352,277,883
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 857,363 | $82,675,514 | 23.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 69,908 | $52,205,197 | 15.08% | |
| VMRK |
Vivmark Residential
Real Estate
|
Added | 603,185 | $40,974,357 | 11.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 17,064 | $24,253,996 | 7.01% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 150,185 | $20,345,561 | 5.88% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 50,042 | $18,514,545 | 5.35% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 131,296 | $14,662,958 | 4.24% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 196,873 | $14,027,201 | 4.05% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Added | 198,260 | $12,777,857 | 3.69% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 306,976 | $11,284,437 | 3.26% | |
| PSA |
Public Storage
Real Estate
|
Added | 30,780 | $9,797,581 | 2.83% | |
| COLD |
Americold Realty Trust
Real Estate
|
Added | 566,170 | $8,900,192 | 2.57% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 56,722 | $8,312,609 | 2.40% | |
| SLV |
iShares Silver Trust
|
Added | 125,061 | $6,687,011 | 1.93% | |
| GLDM |
World Gold Trust
|
Added | 79,348 | $6,301,818 | 1.82% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 61,760 | $4,591,238 | 1.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,951 | $1,721,981 | 0.50% | |
| LII |
Lennox International Inc
Industrials
|
NEW | 3,000 | $1,718,850 | 0.50% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 15,286 | $1,421,517 | 0.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,093 | $1,019,058 | 0.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,660 | $947,694 | 0.27% | |
| SGOL |
abrdn Gold ETF Trust
|
Held | 20,093 | $768,155 | 0.22% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,275 | $475,600 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 1,117 | $365,627 | 0.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 338 | $316,188 | 0.09% | |
| SKT |
Tanger Inc.
Real Estate
|
Held | 8,000 | $315,760 | 0.09% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 300 | $303,411 | 0.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,200 | $286,008 | 0.08% | |
| PEB |
Pebblebrook Hotel Trust
Real Estate
|
Held | 12,000 | $232,920 | 0.07% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 48,846 | $0 | 0.00% |
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.