Seven Post Investment Office Lp Top Holdings and 13F Report (2025) About Seven Post Investment Office LpInvestment ActivitySeven Post Investment Office Lp has $261.82 million in total holdings as of March 31, 2025.Seven Post Investment Office Lp owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.57% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Seven Post Investment Office Lp has purchased 33 new stocks and bought additional shares in 8 stocks.Seven Post Investment Office Lp sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Real Estate ETF $74,034,597SPDR S&P 500 ETF Trust $39,392,337Equity Residential $22,693,718iShares Short Treasury Bond ETF $18,086,257Prologis $16,098,625 Largest Purchases this Quarter Vanguard Real Estate ETF 8,253 shares (about $747.23K)Equity Residential 2,977 shares (about $213.09K)Vanguard Short-Term Treasury Index ETF 3,488 shares (about $204.71K)Prologis 1,299 shares (about $145.21K)Equity LifeStyle Properties 1,387 shares (about $92.51K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,521 shares (about $692.88K)Vanguard Short-Term Inflation-Protected Securities ETF 11,483 shares (about $573.00K)Vanguard FTSE Emerging Markets ETF 11,650 shares (about $527.28K)SPDR S&P 500 ETF Trust 684 shares (about $382.62K)iShares Short Treasury Bond ETF 1,878 shares (about $207.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Post Investment Office Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNQVanguard Real Estate ETF$74,034,597$747,227 ▲1.0%817,70028.3%ETFSPYSPDR S&P 500 ETF Trust$39,392,337$382,624 ▼-1.0%70,42015.0%FinanceEQREquity Residential$22,693,718$213,094 ▲0.9%317,0408.7%FinanceSHViShares Short Treasury Bond ETF$18,086,257$207,444 ▼-1.1%163,7366.9%ETFPLDPrologis$16,098,625$145,215 ▲0.9%144,0086.1%FinanceVTIVanguard Total Stock Market ETF$15,391,689$692,876 ▼-4.3%56,0025.9%ETFELSEquity LifeStyle Properties$12,685,344$92,513 ▲0.7%190,1854.8%FinanceVEAVanguard FTSE Developed Markets ETF$11,741,127$43,256 ▲0.4%230,9884.5%ETFPSAPublic Storage$8,754,164$51,178 ▲0.6%29,2503.3%FinanceVTVanguard Total World Stock ETF$8,134,079$129,863 ▼-1.6%70,1523.1%ETFVGSHVanguard Short-Term Treasury Index ETF$5,398,742$204,712 ▲3.9%91,9872.1%ETFGLDMSPDR Gold MiniShares Trust$4,274,990$21,290 ▼-0.5%69,0741.6%FinanceSLViShares Silver Trust$3,703,3360.0%119,5011.4%ETFBRK.BBerkshire Hathaway$2,932,385$69,235 ▼-2.3%5,5061.1%FinanceVWOVanguard FTSE Emerging Markets ETF$2,908,034$527,277 ▼-15.3%64,2521.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,874,939$573,002 ▼-16.6%57,6141.1%ManufacturingIVViShares Core S&P 500 ETF$2,168,9340.0%3,8600.8%ETFEFAiShares MSCI EAFE ETF$1,658,2200.0%20,2890.6%FinanceIEFAiShares Core MSCI EAFE ETF$1,551,3550.0%20,5070.6%ETFAAPLApple$1,099,7660.0%4,9510.4%Computer and TechnologyNFLXNetflix$960,5060.0%1,0300.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$658,5820.0%6,2980.3%ETFVONVVanguard Russell 1000 Value$645,8750.0%7,8250.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$613,872$2,288 ▲0.4%25,2210.2%ETFMETAMeta Platforms$593,6510.0%1,0300.2%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$492,835$1,074 ▼-0.2%16,5270.2%ETFMSFTMicrosoft$478,6220.0%1,2750.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$415,1910.0%7,6930.2%ETFDHID.R. Horton$344,5220.0%2,7100.1%ConstructionESGUiShares ESG Aware MSCI USA ETF$308,6760.0%2,5320.1%ManufacturingACWIiShares MSCI ACWI ETF$289,5780.0%2,4880.1%ManufacturingAMZNAmazon.com$228,3120.0%1,2000.1%Retail/WholesaleVOOVanguard S&P 500 ETF$205,564$23,126 ▼-10.1%4000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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