Filed: 4/17/2025ACC: 0001172661-25-001509
📋 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 $261.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$261.82M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
REAL ESTATE ETF$74.03M28.3%
COM$40.65M15.5%
TR UNIT$39.39M15.0%
SH BEN INT$22.69M8.7%
SHORT TREAS BD$18.09M6.9%
TOTAL STK MKT$15.39M5.9%
VAN FTSE DEV MKT$11.74M4.5%
Portfolio Concentration
Top 3$136.12M52.0%
4–10$90.89M34.7%
11–25$32.04M12.2%
Rest$2.76M1.1%
Top 3 weight
52.0%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Sole
Full voting authority
2.44M
shares
% of voting shares92.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
185.86K
shares
% of voting shares7.1%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 92.9% of voting shares
Institutional Holdings33
Rows:
VANGUARD INDEX FDS
SOLEShares817.70K
TypeSH
Market value$74.03M
28.28%
Sole
817.70K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares70.42K
TypeSH
Market value$39.39M
15.05%
Sole
70.42K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares317.04K
TypeSH
Market value$22.69M
8.67%
Sole
314.61K
Shared
0.00
None
2.43K
ISHARES TR
SOLEShares163.74K
TypeSH
Market value$18.09M
6.91%
Sole
105.79K
Shared
0.00
None
57.94K
PROLOGIS INC.
SOLEShares144.01K
TypeSH
Market value$16.10M
6.15%
Sole
144.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares56K
TypeSH
Market value$15.39M
5.88%
Sole
39.28K
Shared
0.00
None
16.73K
EQUITY LIFESTYLE PPTYS INC
SOLEShares190.19K
TypeSH
Market value$12.69M
4.85%
Sole
190.19K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares230.99K
TypeSH
Market value$11.74M
4.48%
Sole
230.99K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares29.25K
TypeSH
Market value$8.75M
3.34%
Sole
29.24K
Shared
0.00
None
12.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.15K
TypeSH
Market value$8.13M
3.11%
Sole
70.15K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares91.99K
TypeSH
Market value$5.40M
2.06%
Sole
3.82K
Shared
0.00
None
88.17K
WORLD GOLD TR
SOLEShares69.07K
TypeSH
Market value$4.27M
1.63%
Sole
69.07K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares119.50K
TypeSH
Market value$3.70M
1.41%
Sole
119.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.51K
TypeSH
Market value$2.93M
1.12%
Sole
4.51K
Shared
0.00
None
993.00
VANGUARD INTL EQUITY INDEX F
SOLEShares64.25K
TypeSH
Market value$2.91M
1.11%
Sole
64.25K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares57.61K
TypeSH
Market value$2.87M
1.10%
Sole
57.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.86K
TypeSH
Market value$2.17M
0.83%
Sole
3.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.29K
TypeSH
Market value$1.66M
0.63%
Sole
20.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.51K
TypeSH
Market value$1.55M
0.59%
Sole
20.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.95K
TypeSH
Market value$1.10M
0.42%
Sole
4.95K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares1.03K
TypeSH
Market value$960.5K
0.37%
Sole
1.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$658.6K
0.25%
Sole
6.30K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares7.83K
TypeSH
Market value$645.9K
0.25%
Sole
7.83K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares25.22K
TypeSH
Market value$613.9K
0.23%
Sole
5.63K
Shared
0.00
None
19.59K
META PLATFORMS INC
SOLEShares1.03K
TypeSH
Market value$593.7K
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 | 817.70K | SH | $74.03M 28.28% | 817.70K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 70.42K | SH | $39.39M 15.05% | 70.42K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 317.04K | SH | $22.69M 8.67% | 314.61K | 0.00 | 2.43K |
ISHARES TRSOLE | SHORT TREAS BD | 163.74K | SH | $18.09M 6.91% | 105.79K | 0.00 | 57.94K |
PROLOGIS INC.SOLE | COM | 144.01K | SH | $16.10M 6.15% | 144.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56K | SH | $15.39M 5.88% | 39.28K | 0.00 | 16.73K |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 190.19K | SH | $12.69M 4.85% | 190.19K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 230.99K | SH | $11.74M 4.48% | 230.99K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 29.25K | SH | $8.75M 3.34% | 29.24K | 0.00 | 12.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.15K | SH | $8.13M 3.11% | 70.15K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 91.99K | SH | $5.40M 2.06% | 3.82K | 0.00 | 88.17K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 69.07K | SH | $4.27M 1.63% | 69.07K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $3.70M 1.41% | 119.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.51K | SH | $2.93M 1.12% | 4.51K | 0.00 | 993.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 64.25K | SH | $2.91M 1.11% | 64.25K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 57.61K | SH | $2.87M 1.10% | 57.61K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.86K | SH | $2.17M 0.83% | 3.86K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 20.29K | SH | $1.66M 0.63% | 20.29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.55M 0.59% | 20.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.10M 0.42% | 4.95K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.03K | SH | $960.5K 0.37% | 1.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $658.6K 0.25% | 6.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 7.83K | SH | $645.9K 0.25% | 7.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 25.22K | SH | $613.9K 0.23% | 5.63K | 0.00 | 19.59K |
META PLATFORMS INCSOLE | CL A | 1.03K | SH | $593.7K 0.23% | 1.03K | 0.00 | 0.00 |
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