StockDriftsStockDriftsTop 42 Seven Post Investment Office LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | 23.47% | 857.4K | $82.7M | +0.87%(+7.42K) | $77.17(+25.44%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.82% | 69.9K | $52.2M | +0.14%(+97) | $320.87(+141.07%) | 2026-06-30 | |
| EQR | EQUITY RESIDENTIAL | 11.63% | 603.2K | $41.0M | +1.70%(+10.10K) | $59.27(+10.59%) | 2026-06-30 | |
| PLD | PROLOGIS INC. | 5.78% | 150.2K | $20.3M | +0.77%(+1.15K) | $107.83(+28.57%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.83% | 45.9K | $17.0M | -0.71%(-327) | $208.47(+83.26%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.46% | 21 | $15.7M | +0.00%(+0) | $715678.57(+9.79%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.98% | 196.9K | $14.0M | -1.65%(-3.31K) | $45.22(+61.39%) | 2026-06-30 | |
| ELS | EQUITY LIFESTYLE PROPERTIES | 3.63% | 198.3K | $12.8M | +0.85%(+1.68K) | $62.44(+3.23%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.2% | 307.0K | $11.3M | +0.78%(+2.37K) | $32.61(+16.77%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.13% | 70.2K | $11.0M | +0.11%(+79) | $73.90(+118.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.76% | +55.12% | +5.57% | +31.12% |
| Top 20 Holdings Unweighted | +15.64% | +54.64% | +6.63% | +37.86% |
Seven Post Investment Office LP reports $352.28M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are VNQ (23.5%), SPY (14.8%) and EQR (11.6%). The top 20 holdings account for 96.05% of reported assets. Its disclosed equity book has returned +55.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seven Post Investment Office LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1554308). View Seven Post Investment Office LP’s 13F filings on SEC