Latest Seven Post Investment Office LP Stock Portfolio
Seven Post Investment Office LP Performance:
2025 Q3: 1.27%YTD: 1.53%2024: 8.92%
Performance for 2025 Q3 is 1.27%, and YTD is 1.53%, and 2024 is 8.92%.
About Seven Post Investment Office LP and 13F Hedge Fund Stock Holdings
Seven Post Investment Office LP is a hedge fund based in SAN FRANCISCO, CA. On 12-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $6.7 Billions. In it's latest 13F Holdings report, Seven Post Investment Office LP reported an equity portfolio of $277.6 Millions as of 30 Sep, 2025.
The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 27.4% of it's portfolio in VANGUARD INDEX FDS and 18% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ETFS GOLD TR (SGOL) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 ETF TR (SPY), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD TAX-MANAGED FDS (VEA).
The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 27.4% of it's portfolio in VANGUARD INDEX FDS and 18% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ETFS GOLD TR (SGOL) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 ETF TR (SPY), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD TAX-MANAGED FDS (VEA).
Seven Post Investment Office LP Annual Return Estimates Vs S&P 500
Our best estimate is that Seven Post Investment Office LP made a return of 1.27% in the last quarter. In trailing 12 months, it's portfolio return was -0.76%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| spdr s&p 500 etf tr | 4.64 |
| vanguard intl equity index f | 4.26 |
| vanguard tax-managed fds | 4.07 |
| public storage oper co | 1.01 |
| vanguard index fds | 0.95 |
| prologis inc. | 0.88 |
| equity lifestyle pptys inc | 0.83 |
| equity residential | 0.67 |
Additions to existing portfolio by Seven Post Investment Office LP
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -44.46 |
| etfs gold tr | -6.29 |
| berkshire hathaway inc del | -2.67 |
| vanguard index fds | -0.1 |
Seven Post Investment Office LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| palantir technologies inc | -408,960 |
Seven Post Investment Office LP got rid off the above stocks
Sector Distribution
Seven Post Investment Office LP has about 70.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.9 |
| Real Estate | 23.5 |
| Energy | 4.8 |
Market Cap. Distribution
Seven Post Investment Office LP has about 25.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.9 |
| LARGE-CAP | 25.7 |
| MID-CAP | 2.5 |
Stocks belong to which Index?
About 18.8% of the stocks held by Seven Post Investment Office LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 81 |
| S&P 500 | 18.8 |
Seven Post Investment Office LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Seven Post Investment Office LP
Seven Post Investment Office LP has 33 stocks in it's portfolio. About 84.6% of the portfolio is in top 10 stocks. COLD proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Seven Post Investment Office LP last quarter.
Last Reported on: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.45 | 4,951 | 1,260,670 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.12 | 2,488 | 343,941 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.13 | 2,532 | 368,659 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.10 | 1,200 | 263,484 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.25 | 7,825 | 699,320 | unchanged | 0.00 | ||
| COLD | americold realty trust inc | 2.45 | 555,865 | 6,803,790 | unchanged | 0.00 | ||
| ELS | equity lifestyle pptys inc | 4.23 | 193,318 | 11,734,400 | added | 0.83 | ||
| EMGF | ishares inc | 0.18 | 7,693 | 507,123 | unchanged | 0.00 | ||
| EPD | enterprise prods partners l | 3.40 | 302,130 | 9,447,600 | unchanged | 0.00 | ||
| EQR | equity residential | 7.49 | 321,344 | 20,800,600 | added | 0.67 | ||
| GLDM | world gold tr | 1.90 | 68,825 | 5,261,670 | unchanged | 0.00 | ||
| IBCE | ishares tr | 0.64 | 20,507 | 1,790,470 | unchanged | 0.00 | ||
| IJR | ishares tr | 1.09 | 9,086 | 3,024,180 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.93 | 3,860 | 2,583,500 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.38 | 11,268 | 1,052,090 | reduced | -44.46 | ||
| IJR | ishares tr | 0.27 | 6,298 | 748,391 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 0.24 | 1,275 | 660,386 | unchanged | 0.00 | ||
| PEB | pebblebrook hotel tr | 0.05 | 12,000 | 136,680 | unchanged | 0.00 | ||
| PLD | prologis inc. | 6.05 | 146,673 | 16,797,000 | added | 0.88 | ||
| PLTR | palantir technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||