Seven Post Investment Office LP Portfolio Holdings by Sector
Seven Post Investment Office LP
- $261 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNQ SPY SHV VEA VT VGSH GLDM VTIP 21 stocks |
$178,873
68.47% of portfolio
|
  8  
|
  6  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR ELS 2 stocks |
$35,110
13.44% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$23,791
9.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$16,960
6.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,554
0.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,239
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$918
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$607
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$537
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$378
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$263
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|