Seven Post Investment Office LP
Top Portfolio Positions
19 positions ·
$169,941,086 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
69,811 | $45,400,885 | 26.72% | |
| EQR |
Equity Residential
Real Estate
|
593,090 | $35,081,273 | 20.64% | |
| PLD |
Prologis, Inc.
Real Estate
|
149,038 | $19,699,842 | 11.59% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
196,584 | $12,270,773 | 7.22% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
304,608 | $11,526,366 | 6.78% | |
| PSA |
Public Storage
Real Estate
|
30,497 | $8,261,027 | 4.86% | |
| SLV |
iShares Silver Trust
|
119,501 | $8,142,798 | 4.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,302 | $7,332,718 | 4.31% | |
| GLDM |
World Gold Trust
|
70,501 | $6,534,737 | 3.85% | |
| COLD |
Americold Realty Trust
Real Estate
|
555,865 | $6,370,212 | 3.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in COLD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,370,212 | 555,865 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,148,423 | 555,865 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,803,787 | 555,865 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,244,034 | 555,865 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||