Seven Post Investment Office LP Portfolio Holdings by Sector
Seven Post Investment Office LP
- $265 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNQ SPY VEA VT GLDM SLV VWO OEF 19 stocks |
$164,546
62.08% of portfolio
|
  7  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR ELS 2 stocks |
$33,365
12.59% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD COLD PSA 3 stocks |
$33,189
12.52% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15,603
5.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD WMB 2 stocks |
$13,248
5.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,404
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1,042
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,015
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$263
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SKT 1 stocks |
$244
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
PEB 1 stocks |
$119
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|