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Seven Post Investment Office LP

CIK 1554308 · latest 13F filed 26 October 2026 · Read the filing on EDGAR

Seven Post Investment Office LP reported 42 US-listed holdings worth $327.8 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: Vanguard Real Estate ETF (23.7%), SPDR S&P 500 (13.1%) and Vivmark Residential (11.3%). Against the quarter before, it opened 2 positions, added to 9, trimmed 9 and sold out of 2.

Reported holdings$327.8M-6.9% on Q2 2026
Positions42as many as Q2 2026
The largest ten77.5%of its reported holdings
Latest 13FQ3 2026filed 26 October 2026
Where the money is
Added toHeldTrimmed
VNQ23.7%SPY13.1%VMRK11.3%PLD6.0%VTI4.8%Berkshire4.8%ELS3.6%VEA3.5%VT3.4%EPD3.4%GLDM2.9%BRKB2.8%PSA2.7%28 more11.7%

The 14 largest of its 42 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $661.7 million in 55 positions$662MQ3 24Q4 2024: $261.2 million in 33 positions$261MQ4 24Q1 2025: $261.8 million in 33 positions$262MQ1 25Q2 2025: $265.5 million in 34 positions$265MQ2 25Q3 2025: $277.6 million in 33 positions$278MQ3 25Q4 2025: $279.7 million in 37 positions$280MQ4 25Q1 2026: $309.5 million in 36 positions$310MQ1 26Q2 2026: $352.3 million in 42 positions$352MQ2 26Q3 2026: $327.8 million in 42 positions$328MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +13.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +13.6%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 2Added 9Held 22Trimmed 9Sold out 2
Opened: 2Added: 9Held: 22Trimmed: 9Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Micron Technology Inc. MU$319,533
  2. Marathon Petroleum Corp. MPC$284,702

Added to 9

  1. Alphabet Inc. GOOGL+13,200 shares · +680%
  2. Lennox International Inc. LII+12,000 shares · +400%
  3. SPDR Gold MiniShares GLDM+35,975 shares · +45%
  4. Berkshire Hathaway Inc. Class B BRKB+1,442 shares · +8%
  5. Vanguard Real Estate ETF VNQ+7,812 shares · +1%
  6. Vivmark Residential VMRK+8,723 shares · +1%
  7. Prologis, Inc. PLD+1,220 shares · +1%
  8. Equity Lifestyle Properties Inc. ELS+1,684 shares · +1%

and 1 more in the table below

Trimmed 9

  1. SPDR S&P 500 SPY-13,598 shares · -19%
  2. Vanguard Ftse Developed Markets VEA-32,877 shares · -17%
  3. iShares Silver Trust SLV-39,905 shares · -32%
  4. VG Totl STK Vprs VTI-3,846 shares · -8%
  5. NVIDIA Corp. NVDA-1,273 shares · -25%
  6. iShares Core MSCI Eafe ETF IEFA-930 shares · -5%
  7. Vanguard Short-Term Corp. BD Idx VCSH-632 shares · -8%
  8. Etfs Gold Trust SGOL-774 shares · -4%

and 1 more in the table below

Sold out of 2

  1. Americold Realty Trust COLD$8.9 million last quarter
  2. Vanguard S&P 500 VOO$208,790 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard Real Estate ETF VNQ865.2K$77.5 million23.66%+7.8K
SPDR S&P 500 SPY56.3K$42.9 million13.10%-13.6K
Vivmark Residential VMRK611.9K$37.2 million11.34%+8.7K
Prologis, Inc. PLD151.4K$19.7 million6.00%+1.2K
VG Totl STK Vprs VTI42.1K$15.8 million4.81%-3.8K
Berkshire Hathaway Inc. Del21$15.7 million4.79%no change
Equity Lifestyle Properties Inc. ELS199.9K$11.7 million3.56%+1.7K
Vanguard Ftse Developed Markets VEA164.0K$11.6 million3.53%-32.9K
Vanguard Intl Equity Index F VT70.2K$11.1 million3.38%+56
Enterprise Products Partners L.P. EPD309.5K$11.0 million3.36%+2.5K
SPDR Gold MiniShares GLDM115.3K$9.5 million2.89%+36.0K
Berkshire Hathaway Inc. Class B BRKB18.5K$9.2 million2.81%+1.4K
Public Storage PSA30.8K$8.7 million2.66%no change
Oracle Corp. ORCL56.7K$7.8 million2.38%no change
Lennox International Inc. LII15.0K$5.3 million1.62%+12.0K
Alphabet Inc. GOOGL15.1K$5.2 million1.59%+13.2K
iShares Silver Trust SLV85.2K$4.6 million1.42%-39.9K
Williams Companies, Inc. WMB61.8K$4.2 million1.28%no change
Vanguard Ftse Emerging Markets VWO61.1K$3.6 million1.10%-62
Apple Inc. AAPL6.0K$2.0 million0.60%no change
iShares Core MSCI Eafe ETF IEFA17.6K$1.7 million0.52%-930
Vanguard Large Cap ETF VV3.8K$1.3 million0.41%no change
iShares Trust EFA11.3K$1.2 million0.36%no change
NVIDIA Corp. NVDA3.8K$872,4120.27%-1.3K
iShares Core S&P Small-Cap ETF IJR6.3K$856,7800.26%no change
Vanguard Scottsdale FDS VONV7.8K$850,5770.26%no change
iShares Core S&P 500 ETF IVV1.1K$842,4350.26%no change
Etfs Gold Trust SGOL19.3K$764,2600.23%-774
Microsoft Corp. MSFT1.3K$653,9470.20%no change
iShares Core MSCI Emerging Mark IEMG6.6K$536,1430.16%no change
Vanguard Short-Term Corp. BD Idx VCSH6.8K$527,5560.16%-632
iShares Trust ESGU2.5K$422,3380.13%no change
iShares Trust ACWI2.5K$395,9600.12%no change
JPMorgan Chase & Co. JPM1.1K$369,5370.11%no change
Micron Technology Inc. MU300$319,5330.10%new
Costco Wholesale Corp. COST338$307,6950.09%no change
Amazon.com Inc. AMZN1.2K$298,9800.09%no change
Marathon Petroleum Corp. MPC720$284,7020.09%new
Tanger Inc. SKT8.0K$274,4000.08%no change
Goldman Sachs Group Inc. GS300$270,1080.08%no change
Alphabet Inc. GOOG720$245,3330.07%no change
Pebblebrook Hotel Trust PEB12.0K$225,1200.07%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.