Seven Post Investment Office LP
CIK 0001554308
Annualised vol
3.734597%
Beta
0.135467
HHI
1067.910783
Top-10 weight
78.92352%
VaR 95%
0.34644%
VaR 99%
0.632801%
Max drawdown
6.829046%
Matched value
19.190522%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| PLD | ADDED | 150,185 | 149,038 | 0.77% | 20,345,545 |
| ELS | ADDED | 198,260 | 196,584 | 0.85% | 12,777,826 |
| PSA | NEW | 30,780 | - | - | 9,797,609 |
| COLD | ADDED | 566,170 | 555,865 | 1.85% | 8,900,194 |
| ORCL | NEW | 56,722 | - | - | 8,312,609 |
| AAPL | ADDED | 5,951 | 4,951 | 20.2% | 1,721,981 |
| LII | NEW | 3,000 | - | - | 1,718,850 |
| NVDA | ADDED | 5,093 | 2,920 | 74.42% | 1,019,058 |
| GOOGL | REDUCED | 2,660 | 4,260 | -37.56% | 947,696 |
| MSFT | UNCHANGED | 1,275 | 1,275 | 0.0% | 475,600 |
| JPM | NEW | 1,117 | - | - | 365,628 |
| COST | NEW | 338 | - | - | 316,189 |
| SKT | UNCHANGED | 8,000 | 8,000 | 0.0% | 315,760 |
| GS | NEW | 300 | - | - | 303,411 |
| AMZN | UNCHANGED | 1,200 | 1,200 | 0.0% | 286,008 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 82,675,546 | 23.47 | 857363.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 52,205,486 | 14.82 | 69908.0 | |
| - | EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 40,974,349 | 11.63 | 603185.0 | |
| PLD | ADDED | PROLOGIS INC. | COM | 74340W103 | 20,345,545 | 5.78 | 150185.0 |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 16,998,761 | 4.83 | 45938.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 15,725,850 | 4.46 | 21.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 14,027,176 | 3.98 | 196873.0 | |
| ELS | ADDED | EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 | 12,777,826 | 3.63 | 198260.0 |
| - | ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 11,284,438 | 3.2 | 306976.0 | |
| - | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 11,015,128 | 3.13 | 70182.0 | |
| PSA | NEW | PUBLIC STORAGE | COM | 74460D109 | 9,797,609 | 2.78 | 30780.0 |
| COLD | ADDED | AMERICOLD REALTY TRUST INC | COM | 03064D108 | 8,900,194 | 2.53 | 566170.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,528,147 | 2.42 | 17043.0 | |
| ORCL | NEW | ORACLE CORP | COM | 68389X105 | 8,312,609 | 2.36 | 56722.0 |
| - | ISHARES SILVER TR | ISHARES | 46428Q109 | 6,687,012 | 1.9 | 125061.0 | |
| - | WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | 6,301,818 | 1.79 | 79348.0 | |
| - | WILLIAMS COS INC | COM | 969457100 | 4,591,238 | 1.3 | 61760.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,647,894 | 1.04 | 61114.0 | |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,791,366 | 0.51 | 18548.0 | |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 1,721,981 | 0.49 | 5951.0 |
| LII | NEW | LENNOX INTL INC | COM | 526107107 | 1,718,850 | 0.49 | 3000.0 |
| - | VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,306,858 | 0.37 | 3800.0 | |
| - | ISHARES TR | MSCI EAFE ETF | 464287465 | 1,170,520 | 0.33 | 11268.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 1,019,058 | 0.29 | 5093.0 |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 934,056 | 0.27 | 6298.0 | |
| - | VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | 831,876 | 0.24 | 7825.0 | |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 823,779 | 0.23 | 1100.0 | |
| - | ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | 768,155 | 0.22 | 20093.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 693,298 | 0.2 | 1940.0 |
| - | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 589,620 | 0.17 | 7461.0 | |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 547,241 | 0.16 | 6606.0 | |
| MSFT | UNCHANGED | MICROSOFT CORP | COM | 594918104 | 475,600 | 0.14 | 1275.0 |
| - | ISHARES TR | ESG AWR MSCI USA | 46435G425 | 414,412 | 0.12 | 2532.0 | |
| - | ISHARES TR | MSCI ACWI ETF | 464288257 | 391,483 | 0.11 | 2494.0 | |
| JPM | NEW | JPMORGAN CHASE & CO | COM | 46625H100 | 365,628 | 0.1 | 1117.0 |
| COST | NEW | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 316,189 | 0.09 | 338.0 |
| SKT | UNCHANGED | TANGER INC | COM | 875465106 | 315,760 | 0.09 | 8000.0 |
| GS | NEW | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 303,411 | 0.09 | 300.0 |
| AMZN | UNCHANGED | AMAZON COM INC | COM | 023135106 | 286,008 | 0.08 | 1200.0 |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL C | 02079K107 | 254,398 | 0.07 | 720.0 |
| - | PEBBLEBROOK HOTEL TR | COM | 70509V100 | 232,920 | 0.07 | 12000.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 208,790 | 0.06 | 304.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | 352,277,883 | 42 | 3.734597 | 0.135467 | 6.829046 |
| 2026-03-31 | 2026-05-14 | 309,535,424 | 36 | 2.960684 | 0.099257 | 5.469675 |
| 2025-12-31 | 2026-01-29 | 279,693,451 | 37 | 2.536165 | 0.092498 | 4.730709 |
| 2025-09-30 | 2025-10-30 | 277,637,604 | 33 | 2.154429 | 0.071556 | 4.045508 |
| 2025-03-31 | 2025-04-17 | 261,818,424 | 33 | 1.850943 | 0.065351 | 3.572159 |
| 2024-12-31 | 2025-01-16 | 261,231,959 | 33 | 1.763847 | 0.063244 | 3.408418 |