Seven Post Investment Office LP Portfolio Holdings

Seven Post Investment Office LP

  • $261 Million
  • Q1 2025

Seven Post Investment Office LP has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $261 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $73.4M, Spdr S&P 500 ETF Trust with a value of $39.4M, Equity Residential with a value of $22.7M, Ishares Tr with a value of $18.1M, and Prologis, Inc. with a value of $16.1M.

Examining the 13F form we can see an decrease of $113K in the current position value, from $261M to 261M.

Seven Post Investment Office LP is based out at San Francisco, CA

Below you can find more details about Seven Post Investment Office LP portfolio as well as his latest detailed transactions.

Portfolio value $261 Million
ETFs: $194 Million
Real Estate: $60.2 Million
Financial Services: $2.93 Million
Technology: $1.58 Million
Communication Services: $1.55 Million
Consumer Cyclical: $572,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.4 Million 28.09% of portfolio
817,700
Q1 2025 Added 1.02%
$0
$39.4 Million 15.09% of portfolio
70,420
Q1 2025 Reduced 0.96%
$25.8B
$22.7 Million 8.69% of portfolio
317,040
Q1 2025 Added 0.95%
$0
$18.1 Million 6.93% of portfolio
163,736
Q1 2025 Reduced 1.13%
$94.3B
$16.1 Million 6.17% of portfolio
144,008
Q1 2025 Added 0.91%
$0
$15.3 Million 5.86% of portfolio
56,002
Q1 2025 Reduced 4.31%
$12.2B
$12.7 Million 4.86% of portfolio
190,185
Q1 2025 Added 0.73%
$0
$11.8 Million 4.53% of portfolio
230,988
Q1 2025 Added 0.37%
$52B
$8.75 Million 3.35% of portfolio
29,250
Q1 2025 Added 0.59%
$0
$8.13 Million 3.11% of portfolio
70,152
Q1 2025 Reduced 1.57%
$0
$5.4 Million 2.07% of portfolio
91,987
Q1 2025 Added 3.94%
$9.66B
$4.27 Million 1.64% of portfolio
69,074
Q1 2025 Reduced 0.5%
$15.5B
$3.7 Million 1.42% of portfolio
119,501
Q4 2024 Reduced 50.0%
$674B
$2.93 Million 1.12% of portfolio
5,506
Q1 2025 Reduced 2.31%
$0
$2.91 Million 1.11% of portfolio
64,252
Q1 2025 Reduced 15.35%
$0
$2.87 Million 1.1% of portfolio
57,614
Q1 2025 Reduced 16.62%
$0
$1.66 Million 0.63% of portfolio
20,289
Q4 2024 Reduced 8.91%
$0
$1.55 Million 0.59% of portfolio
20,507
Q4 2023 Reduced 0.87%
$3.17T
$1.1 Million 0.42% of portfolio
4,951
Q4 2024 Reduced 58.67%
$433B
$960,000 0.37% of portfolio
1,030
Q4 2024 Reduced 0.1%
$0
$658,000 0.25% of portfolio
6,298
Q4 2023 Reduced 28.6%
$0
$639,000 0.24% of portfolio
7,825
Q2 2024 Reduced 5.39%
$0
$613,000 0.23% of portfolio
25,221
Q1 2025 Added 0.37%
$1.13T
$593,000 0.23% of portfolio
1,030
Q4 2024 Reduced 63.69%
$4.59B
$492,000 0.19% of portfolio
16,527
Q1 2025 Reduced 0.22%
$2.74T
$478,000 0.18% of portfolio
1,275
Q4 2024 Reduced 80.27%
$0
$412,000 0.16% of portfolio
7,693
Q1 2023 Reduced 58.66%
$42.1B
$344,000 0.13% of portfolio
2,710
Q4 2022 New
$0
$308,000 0.12% of portfolio
2,532
Q1 2022 New
$0
$289,000 0.11% of portfolio
2,488
Q4 2022 New
$1.76T
$228,000 0.09% of portfolio
1,200
Q4 2024 Reduced 15.49%
$0
$205,000 0.08% of portfolio
400
Q1 2025 Reduced 10.11%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $261 Million
  • Prior Value $261 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Seven Post Investment Office LP Portfolio

Follow Seven Post Investment Office LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Post Investment Office LP, based on Form 13F filings with the SEC.

News

Stay updated on Seven Post Investment Office LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email