The Analysis of Seven Post Investment Office LP's Holdings
Currently, Seven Post Investment Office LP holds 37 types of securities in its portfolio with a total value $279.7M. In the most recent quarter, they have increased their positions in N/A (+3.5K shares, valued at $1.1M), N/A (+3.1K shares, valued at $1.1M), VCSH (+9.3K shares, valued at $737.9K); decreased their positions in IVV (-2.8K shares, valued at $1.9M), VTI (-4.4K shares, valued at $1.5M), VEA (-13.9K shares, valued at $870.5K); initiated new positions in N/A (+3.5K shares, valued at $1.1M), N/A (+3.1K shares, valued at $1.1M), VCSH (+9.3K shares, valued at $737.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VNQ VANGUARD INDEX FDS841.0K shares0.94%2025-12-312026-01-29
SPY SPDR S&P 500 ETF TR75.6K shares0.59%2025-12-312026-01-29 EQR EQUITY RESIDENTIAL324.1K shares0.87%2025-12-312026-01-29 PLD PROLOGIS INC.147.8K shares0.79%2025-12-312026-01-29 VTI VANGUARD INDEX FDS46.9K shares-8.64%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS231.0K shares-5.69%2025-12-312026-01-29 ELS EQUITY LIFESTYLE PPTYS INC194.9K shares0.82%2025-12-312026-01-29 VT VANGUARD INTL EQUITY INDEX F70.5K shares0.24%2025-12-312026-01-29 EPD ENTERPRISE PRODS PARTNERS L302.1K shares0.00%2025-12-312026-01-29 PSA PUBLIC STORAGE OPER CO30.2K shares1.15%2025-12-312026-01-29 SLV ISHARES SILVER TR119.5K shares0.00%2025-12-312026-01-29 COLD AMERICOLD REALTY TRUST INC555.9K shares0.00%2025-12-312026-01-29 GLDM WORLD GOLD TR69.1K shares0.42%2025-12-312026-01-29 WMB WILLIAMS COS INC61.8K shares0.00%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F66.3K shares-1.17%2025-12-312026-01-29 IEFA ISHARES TR20.5K shares0.00%2025-12-312026-01-29 AAPL APPLE INC5.0K shares0.00%2025-12-312026-01-29 VV VANGUARD INDEX FDS3.8K shares0.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC3.5K sharesnew addition2025-12-312026-01-29 BROADCOM INC BROADCOM INC3.1K sharesnew addition2025-12-312026-01-29 EFA ISHARES TR11.3K shares0.00%2025-12-312026-01-29 IJR ISHARES TR6.3K shares0.00%2025-12-312026-01-29 IVV ISHARES TR1.1K shares-71.50%2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS9.3K sharesnew addition2025-12-312026-01-29 VONV VANGUARD SCOTTSDALE FDS7.8K shares0.00%2025-12-312026-01-29 ETFS GOLD TR ETFS GOLD TR15.5K shares0.00%2025-12-312026-01-29 MSFT MICROSOFT CORP1.3K shares0.00%2025-12-312026-01-29 NVDA NVIDIA CORPORATION3.2K sharesnew addition2025-12-312026-01-29 IEMG ISHARES INC7.3K shares-4.60%2025-12-312026-01-29 ESGU ISHARES TR2.5K shares0.00%2025-12-312026-01-29 ACWI ISHARES TR2.5K shares0.00%2025-12-312026-01-29 AMZN AMAZON COM INC1.2K shares0.00%2025-12-312026-01-29 SKT TANGER INC8.0K shares0.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC720 sharesnew addition2025-12-312026-01-29 PEB PEBBLEBROOK HOTEL TR12.0K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available