Filed: 10/30/2025ACC: 0001172661-25-004514
📋 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 $277.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$277.64M
Total AUM (reported)
3.26M
Total Shares
Allocation by class
REAL ESTATE ETF$76.17M27.4%
COM$59.90M21.6%
TR UNIT$50.10M18.0%
SH BEN INT$20.80M7.5%
TOTAL STK MKT$16.83M6.1%
VAN FTSE DEV MKT$14.67M5.3%
TT WRLD ST ETF$9.69M3.5%
Portfolio Concentration
Top 3$147.07M53.0%
4–10$87.79M31.6%
11–25$40.09M14.4%
Rest$2.69M1.0%
Top 3 weight
53.0%
Top 10 weight
84.6%
Voting Authority Distribution
Total shares with voting rights: 3.26M
Sole
Full voting authority
3.25M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.12K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings33
Rows:
VANGUARD INDEX FDS
SOLEShares833.19K
TypeSH
Market value$76.17M
27.44%
Sole
833.19K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares75.20K
TypeSH
Market value$50.10M
18.04%
Sole
75.20K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares321.34K
TypeSH
Market value$20.80M
7.49%
Sole
320.35K
Shared
0.00
None
995.00
VANGUARD INDEX FDS
SOLEShares51.29K
TypeSH
Market value$16.83M
6.06%
Sole
35.91K
Shared
0.00
None
15.38K
PROLOGIS INC.
SOLEShares146.67K
TypeSH
Market value$16.80M
6.05%
Sole
146.67K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares244.91K
TypeSH
Market value$14.67M
5.29%
Sole
244.91K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC
SOLEShares193.32K
TypeSH
Market value$11.73M
4.23%
Sole
193.32K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.33K
TypeSH
Market value$9.69M
3.49%
Sole
70.33K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares302.13K
TypeSH
Market value$9.45M
3.40%
Sole
302.13K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares29.82K
TypeSH
Market value$8.61M
3.10%
Sole
29.82K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares555.87K
TypeSH
Market value$6.80M
2.45%
Sole
555.87K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares68.83K
TypeSH
Market value$5.26M
1.90%
Sole
68.83K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares119.50K
TypeSH
Market value$5.06M
1.82%
Sole
119.50K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares61.76K
TypeSH
Market value$3.91M
1.41%
Sole
61.76K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares67.10K
TypeSH
Market value$3.64M
1.31%
Sole
67.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.09K
TypeSH
Market value$3.02M
1.09%
Sole
9.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.86K
TypeSH
Market value$2.58M
0.93%
Sole
3.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.82K
TypeSH
Market value$2.42M
0.87%
Sole
4.07K
Shared
0.00
None
751.00
ISHARES TR
SOLEShares20.51K
TypeSH
Market value$1.79M
0.64%
Sole
20.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.95K
TypeSH
Market value$1.26M
0.45%
Sole
4.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.17M
0.42%
Sole
3.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.27K
TypeSH
Market value$1.05M
0.38%
Sole
11.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$748.4K
0.27%
Sole
6.30K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares7.83K
TypeSH
Market value$699.3K
0.25%
Sole
7.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.27K
TypeSH
Market value$660.4K
0.24%
Sole
1.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 833.19K | SH | $76.17M 27.44% | 833.19K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 75.20K | SH | $50.10M 18.04% | 75.20K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 321.34K | SH | $20.80M 7.49% | 320.35K | 0.00 | 995.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 51.29K | SH | $16.83M 6.06% | 35.91K | 0.00 | 15.38K |
PROLOGIS INC.SOLE | COM | 146.67K | SH | $16.80M 6.05% | 146.67K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 244.91K | SH | $14.67M 5.29% | 244.91K | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 193.32K | SH | $11.73M 4.23% | 193.32K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.33K | SH | $9.69M 3.49% | 70.33K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 302.13K | SH | $9.45M 3.40% | 302.13K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 29.82K | SH | $8.61M 3.10% | 29.82K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 555.87K | SH | $6.80M 2.45% | 555.87K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 68.83K | SH | $5.26M 1.90% | 68.83K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $5.06M 1.82% | 119.50K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $3.91M 1.41% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 67.10K | SH | $3.64M 1.31% | 67.10K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 9.09K | SH | $3.02M 1.09% | 9.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.86K | SH | $2.58M 0.93% | 3.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.82K | SH | $2.42M 0.87% | 4.07K | 0.00 | 751.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.79M 0.64% | 20.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.26M 0.45% | 4.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.17M 0.42% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.05M 0.38% | 11.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $748.4K 0.27% | 6.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 7.83K | SH | $699.3K 0.25% | 7.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.27K | SH | $660.4K 0.24% | 1.27K | 0.00 | 0.00 |
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