Seven Post Investment Office LP Purchases in Q3 2024

Seven Post Investment Office LP

  • $660 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
259K
+ 2852.19%
$149.54 - $192.66 $38.8M - $49.9M
268K $44.9M
GOOGL
Alphabet Inc.

Communication Services
262K
+ 459.98%
$148.65 - $191.18 $38.9M - $50.1M
319K $52.9M
VNQ
Vanguard Specialized Funds Van

ETFs
16.6K
+ 2.12%
$82.97 - $98.97 $1.38M - $1.64M
800K $78M
SPY
Spdr S&P 500 ETF Trust

ETFs
690
+ 1.01%
$517.38 - $573.86 $357K - $396K
69.3K $39.8M
PLD
Prologis, Inc.

Real Estate
1.07K
+ 0.67%
$111.95 - $132.43 $120K - $142K
160K $20.3M
PSA
Public Storage

Real Estate
238
+ 0.83%
$283.13 - $365.01 $67.4K - $86.9K
28.8K $10.5M
EQR
Equity Residential

Real Estate
2.95K
+ 0.96%
$67.19 - $78.09 $198K - $231K
312K $23.2M
ELS
Equity Lifestyle Properties Inc

Real Estate
1.36K
+ 0.73%
$63.6 - $76.23 $86.4K - $104K
187K $13.4M
VTI
Vanguard Total Stock Market Et

ETFs
101
+ 0.17%
$255.18 - $283.2 $25.8K - $28.6K
59.9K $17M
VEA
Vanguard Ftse Developed Market

ETFs
2.02K
+ 0.9%
$47.6 - $53.31 $96K - $108K
227K $12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 0.48%
$405.19 - $478.57 $11.3K - $13.4K
5.87K $2.7M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$207.23 - $234.82 $207 - $235
12K $2.79M
GLDM
World Gold Trust

ETFs
4.24K
New
$46.2 - $53.01 $196K - $224K
4.24K $220K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.04%
$453.41 - $572.44 $453 - $572
2.84K $1.62M
SCHO
Schwab Short Term Us Treasury

ETFs
312
+ 2.55%
$47.93 - $49.06 $15K - $15.3K
12.5K $614K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 1.16%
$475.2 - $527.7 $2.38K - $2.64K
437 $230K
Activity Summary
Buys All Purchases 17 New Holdings 1 Increased Positions 16 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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