Filed: 1/16/2025ACC: 0001172661-25-000226
📋 What this filing means
SEVEN POST INVESTMENT OFFICE LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $261.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$261.23M
Total AUM (reported)
2.63M
Total Shares
Allocation by class
REAL ESTATE ETF$72.11M27.6%
TR UNIT$41.67M16.0%
COM$39.70M15.2%
SH BEN INT$22.54M8.6%
SHORT TREAS BD$18.24M7.0%
TOTAL STK MKT$16.96M6.5%
VAN FTSE DEV MKT$11.01M4.2%
Portfolio Concentration
Top 3$136.32M52.2%
4–10$90.94M34.8%
11–25$31.12M11.9%
Rest$2.85M1.1%
Top 3 weight
52.2%
Top 10 weight
87.0%
Voting Authority Distribution
Total shares with voting rights: 2.63M
Sole
Full voting authority
2.45M
shares
% of voting shares93.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
184.39K
shares
% of voting shares7.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 93.0% of voting shares
Institutional Holdings33
Rows:
VANGUARD INDEX FDS
SOLEShares809.45K
TypeSH
Market value$72.11M
27.60%
Sole
809.45K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares71.10K
TypeSH
Market value$41.67M
15.95%
Sole
71.10K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares314.06K
TypeSH
Market value$22.54M
8.63%
Sole
311.64K
Shared
0.00
None
2.43K
ISHARES TR
SOLEShares165.61K
TypeSH
Market value$18.24M
6.98%
Sole
106.72K
Shared
0.00
None
58.89K
VANGUARD INDEX FDS
SOLEShares58.52K
TypeSH
Market value$16.96M
6.49%
Sole
39.22K
Shared
0.00
None
19.30K
PROLOGIS INC.
SOLEShares142.71K
TypeSH
Market value$15.08M
5.77%
Sole
142.71K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC
SOLEShares188.80K
TypeSH
Market value$12.57M
4.81%
Sole
188.80K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares230.14K
TypeSH
Market value$11.01M
4.21%
Sole
230.14K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares29.08K
TypeSH
Market value$8.71M
3.33%
Sole
28.94K
Shared
0.00
None
137.00
VANGUARD INTL EQUITY INDEX F
SOLEShares71.27K
TypeSH
Market value$8.37M
3.21%
Sole
71.27K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares88.50K
TypeSH
Market value$5.15M
1.97%
Sole
5.52K
Shared
0.00
None
82.98K
WORLD GOLD TR
SOLEShares69.42K
TypeSH
Market value$3.61M
1.38%
Sole
69.42K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares69.10K
TypeSH
Market value$3.35M
1.28%
Sole
69.10K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares75.90K
TypeSH
Market value$3.34M
1.28%
Sole
75.90K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares119.50K
TypeSH
Market value$3.15M
1.20%
Sole
119.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.64K
TypeSH
Market value$2.55M
0.98%
Sole
4.51K
Shared
0.00
None
1.12K
ISHARES TR
SOLEShares3.86K
TypeSH
Market value$2.27M
0.87%
Sole
3.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.29K
TypeSH
Market value$1.53M
0.59%
Sole
20.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.51K
TypeSH
Market value$1.44M
0.55%
Sole
20.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.95K
TypeSH
Market value$1.24M
0.47%
Sole
4.95K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares1.03K
TypeSH
Market value$918.1K
0.35%
Sole
1.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$725.7K
0.28%
Sole
6.30K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares7.83K
TypeSH
Market value$635.8K
0.24%
Sole
7.83K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares25.13K
TypeSH
Market value$604.6K
0.23%
Sole
5.60K
Shared
0.00
None
19.53K
META PLATFORMS INC
SOLEShares1.03K
TypeSH
Market value$603.1K
0.23%
Sole
1.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 809.45K | SH | $72.11M 27.60% | 809.45K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 71.10K | SH | $41.67M 15.95% | 71.10K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 314.06K | SH | $22.54M 8.63% | 311.64K | 0.00 | 2.43K |
ISHARES TRSOLE | SHORT TREAS BD | 165.61K | SH | $18.24M 6.98% | 106.72K | 0.00 | 58.89K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 58.52K | SH | $16.96M 6.49% | 39.22K | 0.00 | 19.30K |
PROLOGIS INC.SOLE | COM | 142.71K | SH | $15.08M 5.77% | 142.71K | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 188.80K | SH | $12.57M 4.81% | 188.80K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 230.14K | SH | $11.01M 4.21% | 230.14K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 29.08K | SH | $8.71M 3.33% | 28.94K | 0.00 | 137.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 71.27K | SH | $8.37M 3.21% | 71.27K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 88.50K | SH | $5.15M 1.97% | 5.52K | 0.00 | 82.98K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 69.42K | SH | $3.61M 1.38% | 69.42K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 69.10K | SH | $3.35M 1.28% | 69.10K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 75.90K | SH | $3.34M 1.28% | 75.90K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $3.15M 1.20% | 119.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.64K | SH | $2.55M 0.98% | 4.51K | 0.00 | 1.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.86K | SH | $2.27M 0.87% | 3.86K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 20.29K | SH | $1.53M 0.59% | 20.29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.44M 0.55% | 20.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.24M 0.47% | 4.95K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.03K | SH | $918.1K 0.35% | 1.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $725.7K 0.28% | 6.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 7.83K | SH | $635.8K 0.24% | 7.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 25.13K | SH | $604.6K 0.23% | 5.60K | 0.00 | 19.53K |
META PLATFORMS INCSOLE | CL A | 1.03K | SH | $603.1K 0.23% | 1.03K | 0.00 | 0.00 |
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