Seven Post Investment Office LP Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001554308 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value: $278M (100.0% shares, 0.0% debt)

Holdings (33)

VNQ VANGUARD INDEX FDS 27.4%

Value $76.17M Shares 833,186 Share Price $91.42 Est. Cost/Share $72.09 Unrealized @ Report Date —

SPY SPDR S&P 500 ETF TR 18.0%

Value $50.1M Shares 75,199 Share Price $666.18 Est. Cost/Share $481.36 Unrealized @ Report Date —

EQR EQUITY RESIDENTIAL 7.5%

Value $20.8M Shares 321,344 Share Price $64.73 Est. Cost/Share $55.96 Unrealized @ Report Date +14.4%

VTI VANGUARD INDEX FDS 6.1%

Value $16.83M Shares 51,288 Share Price $328.17 Est. Cost/Share $191.53 Unrealized @ Report Date —

PLD PROLOGIS INC. 6.0%

Value $16.8M Shares 146,673 Share Price $114.52 * Est. Cost/Share $124.05 Unrealized @ Report Date -12.7%

VEA VANGUARD TAX-MANAGED FDS 5.3%

Value $14.67M Shares 244,909 Share Price $59.92 Est. Cost/Share $45.37 Unrealized @ Report Date —

ELS EQUITY LIFESTYLE PPTYS INC 4.2%

Value $11.73M Shares 193,318 Share Price $60.70 Est. Cost/Share $87.66 Unrealized @ Report Date —

VT VANGUARD INTL EQUITY INDEX F 3.5%

Value $9.691M Shares 70,329 Share Price $137.80 Est. Cost/Share $60.08 Unrealized @ Report Date —

EPD ENTERPRISE PRODS PARTNERS L 3.4%

Value $9.448M Shares 302,130 Share Price $31.27 Est. Cost/Share $31.01 Unrealized @ Report Date —

PSA PUBLIC STORAGE OPER CO 3.1%

Value $8.614M Shares 29,821 Share Price $288.85 * Est. Cost/Share $274.39 Unrealized @ Report Date +2.6%

COLD AMERICOLD REALTY TRUST INC 2.5%

Value $6.804M Shares 555,865 Share Price $12.24 Est. Cost/Share $16.63 Unrealized @ Report Date —

GLDM WORLD GOLD TR 1.9%

Value $5.262M Shares 68,825 Share Price $76.45 Est. Cost/Share $52.00 Unrealized @ Report Date —

SLV ISHARES SILVER TR 1.8%

Value $5.063M Shares 119,501 Share Price $42.37 Est. Cost/Share $20.34 Unrealized @ Report Date —

WMB WILLIAMS COS INC 1.4%

Value $3.912M Shares 61,760 Share Price $63.35 * Est. Cost/Share $57.67 Unrealized @ Report Date +0.3%

VWO VANGUARD INTL EQUITY INDEX F 1.3%

Value $3.635M Shares 67,097 Share Price $54.18 Est. Cost/Share $46.43 Unrealized @ Report Date —

OEF ISHARES TR 1.1%

Value $3.024M Shares 9,086 Share Price $332.84 Est. Cost/Share $304.35 Unrealized @ Report Date —

IVV ISHARES TR 0.9%

Value $2.583M Shares 3,860 Share Price $669.30 Est. Cost/Share $445.71 Unrealized @ Report Date —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%

Value $2.422M Shares 4,818 Share Price $502.74 * Est. Cost/Share $329.20 Unrealized @ Report Date +47.1%

IEFA ISHARES TR 0.6%

Value $1.79M Shares 20,507 Share Price $87.31 Est. Cost/Share $63.86 Unrealized @ Report Date —

AAPL APPLE INC 0.5%

Value $1.261M Shares 4,951 Share Price $254.63 * Est. Cost/Share $116.48 Unrealized @ Report Date +93.7%

VV VANGUARD INDEX FDS 0.4%

Value $1.17M Shares 3,800 Share Price $307.86 Est. Cost/Share $285.30 Unrealized @ Report Date —

EFA ISHARES TR 0.4%

Value $1.052M Shares 11,268 Share Price $93.37 Est. Cost/Share $58.32 Unrealized @ Report Date —

IJR ISHARES TR 0.3%

Value $748K Shares 6,298 Share Price $118.83 Est. Cost/Share $92.43 Unrealized @ Report Date —

VONV VANGUARD SCOTTSDALE FDS 0.3%

Value $699K Shares 7,825 Share Price $89.37 Est. Cost/Share $62.15 Unrealized @ Report Date —

MSFT MICROSOFT CORP 0.2%

Value $660K Shares 1,275 Share Price $517.95 Est. Cost/Share $383.41 Unrealized @ Report Date +32.7%

SGOL ETFS GOLD TR 0.2%

Value $570K Shares 15,487 Share Price $36.81 Est. Cost/Share $17.74 Unrealized @ Report Date —

IEMG ISHARES INC 0.2%

Value $507K Shares 7,693 Share Price $65.92 Est. Cost/Share $46.70 Unrealized @ Report Date —

ESGU ISHARES TR 0.1%

Value $369K Shares 2,532 Share Price $145.60 Est. Cost/Share $101.50 Unrealized @ Report Date —

ACWI ISHARES TR 0.1%

Value $344K Shares 2,488 Share Price $138.24 Est. Cost/Share $84.88 Unrealized @ Report Date —

SKT TANGER INC 0.1%

Value $271K Shares 8,000 Share Price $33.84 Est. Cost/Share $30.58 Unrealized @ Report Date —

AMZN AMAZON COM INC 0.1%

Value $263K Shares 1,200 Share Price $219.57 * Est. Cost/Share $126.61 Unrealized @ Report Date +78.8%

VOO VANGUARD INDEX FDS 0.1%

Value $233K Shares 380 Share Price $612.38 Est. Cost/Share $482.27 Unrealized @ Report Date —

PEB PEBBLEBROOK HOTEL TR 0.0%

Value $137K Shares 12,000 Share Price $11.39 Est. Cost/Share $9.99 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VNQ	VANGUARD INDEX FDS	833,186	$76.17M	27.4%	$91.42	$72.09	—	REAL ESTATE ETF	922908553
SPY	SPDR S&P 500 ETF TR	75,199	$50.1M	18.0%	$666.18	$481.36	—	TR UNIT	78462F103
EQR	EQUITY RESIDENTIAL	321,344	$20.8M	7.5%	$64.73	$55.96	+14.4%	SH BEN INT	29476L107
VTI	VANGUARD INDEX FDS	51,288	$16.83M	6.1%	$328.17	$191.53	—	TOTAL STK MKT	922908769
PLD	PROLOGIS INC.	146,673	$16.8M	6.0%	$114.52 *	$124.05	-12.7%	COM	74340W103
VEA	VANGUARD TAX-MANAGED FDS	244,909	$14.67M	5.3%	$59.92	$45.37	—	VAN FTSE DEV MKT	921943858
ELS	EQUITY LIFESTYLE PPTYS INC	193,318	$11.73M	4.2%	$60.70	$87.66	—	COM	29472R108
VT	VANGUARD INTL EQUITY INDEX F	70,329	$9.691M	3.5%	$137.80	$60.08	—	TT WRLD ST ETF	922042742
EPD	ENTERPRISE PRODS PARTNERS L	302,130	$9.448M	3.4%	$31.27	$31.01	—	COM	293792107
PSA	PUBLIC STORAGE OPER CO	29,821	$8.614M	3.1%	$288.85 *	$274.39	+2.6%	COM	74460D109
COLD	AMERICOLD REALTY TRUST INC	555,865	$6.804M	2.5%	$12.24	$16.63	—	COM	03064D108
GLDM	WORLD GOLD TR	68,825	$5.262M	1.9%	$76.45	$52.00	—	SPDR GLD MINIS	98149E303
SLV	ISHARES SILVER TR	119,501	$5.063M	1.8%	$42.37	$20.34	—	ISHARES	46428Q109
WMB	WILLIAMS COS INC	61,760	$3.912M	1.4%	$63.35 *	$57.67	+0.3%	COM	969457100
VWO	VANGUARD INTL EQUITY INDEX F	67,097	$3.635M	1.3%	$54.18	$46.43	—	FTSE EMR MKT ETF	922042858
OEF	ISHARES TR	9,086	$3.024M	1.1%	$332.84	$304.35	—	S&P 100 ETF	464287101
IVV	ISHARES TR	3,860	$2.583M	0.9%	$669.30	$445.71	—	CORE S&P500 ETF	464287200
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,818	$2.422M	0.9%	$502.74 *	$329.20	+47.1%	CL B NEW	084670702
IEFA	ISHARES TR	20,507	$1.79M	0.6%	$87.31	$63.86	—	CORE MSCI EAFE	46432F842
AAPL	APPLE INC	4,951	$1.261M	0.5%	$254.63 *	$116.48	+93.7%	COM	037833100
VV	VANGUARD INDEX FDS	3,800	$1.17M	0.4%	$307.86	$285.30	—	LARGE CAP ETF	922908637
EFA	ISHARES TR	11,268	$1.052M	0.4%	$93.37	$58.32	—	MSCI EAFE ETF	464287465
IJR	ISHARES TR	6,298	$748K	0.3%	$118.83	$92.43	—	CORE S&P SCP ETF	464287804
VONV	VANGUARD SCOTTSDALE FDS	7,825	$699K	0.3%	$89.37	$62.15	—	VNG RUS1000VAL	92206C714
MSFT	MICROSOFT CORP	1,275	$660K	0.2%	$517.95	$383.41	+32.7%	COM	594918104
SGOL	ETFS GOLD TR	15,487	$570K	0.2%	$36.81	$17.74	—	PHYSCL GOLD SHS	00326A104
IEMG	ISHARES INC	7,693	$507K	0.2%	$65.92	$46.70	—	CORE MSCI EMKT	46434G103
ESGU	ISHARES TR	2,532	$369K	0.1%	$145.60	$101.50	—	ESG AWR MSCI USA	46435G425
ACWI	ISHARES TR	2,488	$344K	0.1%	$138.24	$84.88	—	MSCI ACWI ETF	464288257
SKT	TANGER INC	8,000	$271K	0.1%	$33.84	$30.58	—	COM	875465106
AMZN	AMAZON COM INC	1,200	$263K	0.1%	$219.57 *	$126.61	+78.8%	COM	023135106
VOO	VANGUARD INDEX FDS	380	$233K	0.1%	$612.38	$482.27	—	S&P 500 ETF SHS	922908363
PEB	PEBBLEBROOK HOTEL TR	12,000	$137K	0.0%	$11.39	$9.99	—	COM	70509V100