Seven Post Investment Office LP Portfolio Holdings

Seven Post Investment Office LP

  • $261 Million
  • Q4 2024

Seven Post Investment Office LP has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $261 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $72.1M, Spdr S&P 500 ETF Trust with a value of $41.7M, Equity Residential with a value of $22.5M, Ishares Tr with a value of $18.2M, and Vanguard Total Stock Market Et with a value of $17M.

Examining the 13F form we can see an decrease of $398M in the current position value, from $660M to 261M.

Seven Post Investment Office LP is based out at San Francisco, CA

Below you can find more details about Seven Post Investment Office LP portfolio as well as his latest detailed transactions.

Portfolio value $261 Million
ETFs: $196 Million
Real Estate: $58.9 Million
Financial Services: $2.55 Million
Technology: $1.78 Million
Communication Services: $1.53 Million
Consumer Cyclical: $641,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27B
$22.5 Million 8.63% of portfolio
314,063
Q4 2024 Added 0.71%
$102B
$15.1 Million 5.77% of portfolio
142,709
Q4 2024 Reduced 11.01%
$12.6B
$12.6 Million 4.81% of portfolio
188,798
Q4 2024 Added 0.72%
$51.8B
$8.71 Million 3.33% of portfolio
29,079
Q4 2024 Added 1.0%
$45.3B
$378,000 0.14% of portfolio
2,710
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $261 Million
  • Prior Value $660 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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