Latest Seven Post Investment Office LP Stock Portfolio
Seven Post Investment Office LP Performance:
2025 Q4: 1.55%YTD: 7.75%2024: 7.39%
Performance for 2025 Q4 is 1.55%, and YTD is 7.75%, and 2024 is 7.39%.
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 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seven Post Investment Office LP reported an equity portfolio of $279.7 Millions as of 31 Dec, 2025.
The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 26.6% of it's portfolio in VANGUARD INDEX FDS and 18.4% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BERKSHIRE HATHAWAY INC DEL and VANGUARD INDEX FDS (VB). Seven Post Investment Office LP opened new stock positions in ALPHABET INC (GOOG), BROADCOM INC (AVGO) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to PUBLIC STORAGE OPER CO (PSA), VANGUARD INDEX FDS (VB) and EQUITY RESIDENTIAL (EQR).
The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 26.6% of it's portfolio in VANGUARD INDEX FDS and 18.4% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BERKSHIRE HATHAWAY INC DEL and VANGUARD INDEX FDS (VB). Seven Post Investment Office LP opened new stock positions in ALPHABET INC (GOOG), BROADCOM INC (AVGO) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to PUBLIC STORAGE OPER CO (PSA), VANGUARD INDEX FDS (VB) and EQUITY RESIDENTIAL (EQR).
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 1.55% in the last quarter. In trailing 12 months, it's portfolio return was 7.75%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 1,108,020 |
| broadcom inc | 1,089,180 |
| vanguard scottsdale fds | 737,866 |
| nvidia corporation | 587,661 |
| alphabet inc | 225,936 |
New stocks bought by Seven Post Investment Office LP
Additions
| Ticker | % Inc. |
|---|---|
| public storage oper co | 1.15 |
| vanguard index fds | 0.94 |
| equity residential | 0.87 |
| equity lifestyle pptys inc | 0.82 |
| prologis inc. | 0.79 |
| spdr s&p 500 etf tr | 0.59 |
| world gold tr | 0.42 |
| vanguard intl equity index f | 0.24 |
Additions to existing portfolio by Seven Post Investment Office LP
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -71.5 |
| berkshire hathaway inc del | -11.81 |
| vanguard index fds | -8.64 |
| vanguard index fds | -7.37 |
| vanguard tax-managed fds | -5.69 |
| ishares inc | -4.6 |
| vanguard intl equity index f | -1.17 |
Seven Post Investment Office LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -3,024,180 |
Seven Post Investment Office LP got rid off the above stocks
Sector Distribution
Seven Post Investment Office LP has about 69.6% of it's holdings in Others sector.
- Others
- Real Estate
- Energy
- Technology
| Sector | % |
|---|---|
| Others | 69.6 |
| Real Estate | 23.8 |
| Energy | 4.8 |
| Technology | 1.3 |
Market Cap. Distribution
Seven Post Investment Office LP has about 27.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MID-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 69.6 |
| LARGE-CAP | 25.9 |
| MID-CAP | 2.7 |
| MEGA-CAP | 1.9 |
Stocks belong to which Index?
About 20.1% of the stocks held by Seven Post Investment Office LP either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 79.8 |
| S&P 500 | 20.1 |
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 37 stocks in it's portfolio. About 83.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SLV was the most profitable stock for Seven Post Investment Office LP last quarter.
Last Reported on: 29 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.48 | 4,951 | 1,345,980 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.13 | 2,488 | 352,027 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.14 | 2,532 | 377,217 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.10 | 1,200 | 276,984 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.39 | 3,147 | 1,089,180 | new | |||
| BNDW | vanguard scottsdale fds | 0.26 | 9,255 | 737,866 | new | |||
| BNDW | vanguard scottsdale fds | 0.26 | 7,825 | 722,247 | unchanged | 0.00 | ||
| COLD | americold realty trust inc | 2.56 | 555,865 | 7,148,420 | unchanged | 0.00 | ||
| ELS | equity lifestyle pptys inc | 4.22 | 194,895 | 11,812,600 | added | 0.82 | ||
| EMGF | ishares inc | 0.18 | 7,339 | 493,328 | reduced | -4.6 | ||
| EPD | enterprise prods partners l | 3.46 | 302,130 | 9,686,290 | unchanged | 0.00 | ||
| EQR | equity residential | 7.31 | 324,146 | 20,434,100 | added | 0.87 | ||
| GLDM | world gold tr | 2.11 | 69,111 | 5,900,010 | added | 0.42 | ||
| GOOG | alphabet inc | 0.40 | 3,540 | 1,108,020 | new | |||
| GOOG | alphabet inc | 0.08 | 720 | 225,936 | new | |||
| IBCE | ishares tr | 0.66 | 20,507 | 1,834,560 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.39 | 11,268 | 1,082,070 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.27 | 6,298 | 756,894 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.27 | 1,100 | 753,434 | reduced | -71.5 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||