Seven Post Investment Office LP Portfolio Holdings by Sector
Seven Post Investment Office LP
- $277 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VNQ SPY VEA VT GLDM SLV VWO IVV 19 stocks |
$176,972
63.91% of portfolio
|
  5  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR ELS 2 stocks |
$32,534
11.75% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA COLD 3 stocks |
$32,212
11.63% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$16,831
6.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD WMB 2 stocks |
$13,359
4.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,422
0.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,260
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$660
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SKT 1 stocks |
$270
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$263
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
PEB 1 stocks |
$136
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|