Seven Post Investment Office LP Purchases and Sells in Q2 2025

Seven Post Investment Office LP

9 operations

Stock	Shares change	Price Range	Shares Held
SPY	1.45K + 2.05%	$496.48 - $617.85 $717K - $893K	71.9K $44.4M
VEA	4.35K + 1.88%	$45.65 - $57.01 $199K - $248K	235K $13.4M
VT	102 + 0.15%	$103.16 - $128.52 $10.5K - $13.1K	70.3K $9.03M
VWO	103 + 0.16%	$39.89 - $49.46 $4.11K - $5.09K	64.4K $3.18M
VNQ	7.65K + 0.94%	$79.79 - $91.42 $610K - $699K	825K $73.5M
PSA	274 + 0.94%	$266.31 - $309.77 $73K - $84.9K	29.5K $8.66M

8 operations

Stock	Shares change	Price Range	Shares Held
EPD	302K New	$28.95 - $34.22 $8.75M - $10.3M	302K $9.37M
COLD	556K New	$16.31 - $21.47 $9.07M - $11.9M	556K $9.24M
WMB	61.8K New	$54.33 - $62.87 $3.36M - $3.88M	61.8K $3.88M
OEF	9.09K New	N/A	9.09K $2.42M
VV	3.8K New	$228.25 - $285.3 $867K - $1.08M	3.8K $1.08M
PLTR	3K New	$74.01 - $144.25 $222K - $433K	3K $408K

4 operations

Stock	Shares change	Price Range	Shares Held
BRK-B	-556 - 10.1%	$483.48 - $539.8 $269K - $300K	4.95K $2.4M
VOO	-20 - 5.0%	$456.74 - $568.03 $9.13K - $11.4K	380 $215K
GLDM	-249 - 0.36%	$58.96 - $67.97 $14.7K - $16.9K	68.8K $4.51M
VTI	-4.66K - 8.33%	$243.75 - $303.93 $1.14M - $1.42M	51.3K $15.6M

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