Seven Post Investment Office LP Portfolio Holdings by Sector
Seven Post Investment Office LP
- $261 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNQ SPY SHV VEA VT VGSH GLDM SLV 21 stocks |
$178,941
68.53% of portfolio
|
  4  
|
  8  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR ELS 2 stocks |
$35,378
13.55% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$24,852
9.52% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15,312
5.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,932
1.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,099
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$960
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$593
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$478
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$344
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$228
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|