StockDriftsStockDriftsTop 36 Seven Post Investment Office LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | 24.36% | 849.9K | $75.4M | +1.06%(+8.90K) | $77.01(+23.78%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.67% | 69.8K | $45.4M | -7.71%(-5.83K) | $466.22(+60.48%) | 2026-03-31 | |
| EQR | EQUITY RESIDENTIAL | 11.33% | 593.1K | $35.1M | +82.97%(+268.94K) | $59.18(+9.87%) | 2026-03-31 | |
| PLD | PROLOGIS INC. | 6.36% | 149.0K | $19.7M | +0.82%(+1.21K) | $107.56(+32.63%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.87% | 21 | $15.1M | new | $721924.79(+0.73%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.8% | 46.3K | $14.8M | -1.26%(-591) | $213.32(+72.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.14% | 200.2K | $12.8M | -13.33%(-30.79K) | $50.20(+40.56%) | 2026-03-31 | |
| ELS | EQUITY LIFESTYLE PROPERTIES | 3.96% | 196.6K | $12.3M | +0.87%(+1.69K) | $62.41(-0.72%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.72% | 304.6K | $11.5M | +0.82%(+2.48K) | $32.56(+20.47%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.13% | 70.1K | $9.7M | -0.56%(-397) | $103.86(+50.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.96% | +64.15% |
| Top 20 Holdings Unweighted | +17.54% | +62.39% |
Sign up free to track Seven Post Investment Office LP, compare funds side by side, and get alerts the moment positions change.