Filed: 1/29/2026ACC: 0001172661-26-000384
📋 What this filing means
SEVEN POST INVESTMENT OFFICE LP filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $279.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$279.69M
Total AUM (reported)
3.27M
Total Shares
Allocation by class
REAL ESTATE ETF$74.42M26.6%
COM$63.38M22.7%
TR UNIT$51.58M18.4%
SH BEN INT$20.43M7.3%
TOTAL STK MKT$15.71M5.6%
VAN FTSE DEV MKT$14.43M5.2%
TT WRLD ST ETF$9.94M3.6%
Portfolio Concentration
Top 3$146.44M52.4%
4–10$88.28M31.6%
11–25$40.06M14.3%
Rest$4.91M1.8%
Top 3 weight
52.4%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 3.27M
Sole
Full voting authority
3.24M
shares
% of voting shares99.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.71K
shares
% of voting shares0.8%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 99.2% of voting shares
Institutional Holdings37
Rows:
VANGUARD INDEX FDS
SOLEShares841.04K
TypeSH
Market value$74.42M
26.61%
Sole
841.04K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares75.64K
TypeSH
Market value$51.58M
18.44%
Sole
75.64K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares324.15K
TypeSH
Market value$20.43M
7.31%
Sole
323.14K
Shared
0.00
None
1K
PROLOGIS INC.
SOLEShares147.83K
TypeSH
Market value$18.87M
6.75%
Sole
147.83K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares46.86K
TypeSH
Market value$15.71M
5.62%
Sole
31.98K
Shared
0.00
None
14.88K
VANGUARD TAX-MANAGED FDS
SOLEShares230.97K
TypeSH
Market value$14.43M
5.16%
Sole
230.97K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC
SOLEShares194.90K
TypeSH
Market value$11.81M
4.22%
Sole
194.90K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.50K
TypeSH
Market value$9.94M
3.56%
Sole
70.50K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares302.13K
TypeSH
Market value$9.69M
3.46%
Sole
302.13K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares30.16K
TypeSH
Market value$7.83M
2.80%
Sole
30.16K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares119.50K
TypeSH
Market value$7.70M
2.75%
Sole
119.50K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares555.87K
TypeSH
Market value$7.15M
2.56%
Sole
555.87K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares69.11K
TypeSH
Market value$5.90M
2.11%
Sole
69.11K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares61.76K
TypeSH
Market value$3.71M
1.33%
Sole
61.76K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares66.31K
TypeSH
Market value$3.56M
1.27%
Sole
66.31K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.25K
TypeSH
Market value$2.14M
0.76%
Sole
3.50K
Shared
0.00
None
751.00
ISHARES TR
SOLEShares20.51K
TypeSH
Market value$1.83M
0.66%
Sole
20.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.95K
TypeSH
Market value$1.35M
0.48%
Sole
4.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.20M
0.43%
Sole
3.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.54K
TypeSH
Market value$1.11M
0.40%
Sole
3.54K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares3.15K
TypeSH
Market value$1.09M
0.39%
Sole
190.00
Shared
0.00
None
2.96K
ISHARES TR
SOLEShares11.27K
TypeSH
Market value$1.08M
0.39%
Sole
11.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$756.9K
0.27%
Sole
6.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.10K
TypeSH
Market value$753.4K
0.27%
Sole
1.10K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares9.26K
TypeSH
Market value$737.9K
0.26%
Sole
1.14K
Shared
0.00
None
8.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 841.04K | SH | $74.42M 26.61% | 841.04K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 75.64K | SH | $51.58M 18.44% | 75.64K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 324.15K | SH | $20.43M 7.31% | 323.14K | 0.00 | 1K |
PROLOGIS INC.SOLE | COM | 147.83K | SH | $18.87M 6.75% | 147.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 46.86K | SH | $15.71M 5.62% | 31.98K | 0.00 | 14.88K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 230.97K | SH | $14.43M 5.16% | 230.97K | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 194.90K | SH | $11.81M 4.22% | 194.90K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.50K | SH | $9.94M 3.56% | 70.50K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 302.13K | SH | $9.69M 3.46% | 302.13K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 30.16K | SH | $7.83M 2.80% | 30.16K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $7.70M 2.75% | 119.50K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 555.87K | SH | $7.15M 2.56% | 555.87K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 69.11K | SH | $5.90M 2.11% | 69.11K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $3.71M 1.33% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 66.31K | SH | $3.56M 1.27% | 66.31K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.25K | SH | $2.14M 0.76% | 3.50K | 0.00 | 751.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.83M 0.66% | 20.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.35M 0.48% | 4.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.20M 0.43% | 3.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.54K | SH | $1.11M 0.40% | 3.54K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 3.15K | SH | $1.09M 0.39% | 190.00 | 0.00 | 2.96K |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.08M 0.39% | 11.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $756.9K 0.27% | 6.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.10K | SH | $753.4K 0.27% | 1.10K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 9.26K | SH | $737.9K 0.26% | 1.14K | 0.00 | 8.12K |
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