Seven Post Investment Office LP

CIK 0001554308 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Seven Post Investment Office LP reported 42 positions worth $352.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VNQ (23.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$352.3M
2026 Q2
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.9%
Est. Net Flow (Q)
2026 Q2
10 / 42 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VNQVANGUARD INDEX FDSSH$82.7M23.47%857,363
2SPYSTATE STR SPDR S&P 500 ETF TSH$52.2M14.82%69,908
3VMRKEQUITY RESIDENTIALSH$41.0M11.63%603,185
4PLDPROLOGIS INC.SH$20.3M5.78%150,185
5VTIVANGUARD INDEX FDSSH$17.0M4.83%45,938
6BRK-ABERKSHIRE HATHAWAY INC DELSH$15.7M4.46%21
7VEAVANGUARD TAX-MANAGED FDSSH$14.0M3.98%196,873
8ELSEQUITY LIFESTYLE PROPERTIESSH$12.8M3.63%198,260
9EPDENTERPRISE PRODS PARTNERS LSH$11.3M3.20%306,976
10VTVANGUARD INTL EQUITY INDEX FSH$11.0M3.13%70,182

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Seven Post Investment Office LP hold as of Q2 2026?

Seven Post Investment Office LP reported 42 positions worth $352.3M in its Q2 2026 13F filing. Largest positions: VNQ (23.5%), SPY (14.8%), VMRK (11.6%), PLD (5.8%) and VTI (4.8%).

What did Seven Post Investment Office LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Seven Post Investment Office LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.