Filed: 5/14/2026ACC: 0001172661-26-001848
📋 What this filing means
SEVEN POST INVESTMENT OFFICE LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $309.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$309.54M
Total AUM (reported)
3.52M
Total Shares
Allocation by class
REAL ESTATE ETF$75.39M24.4%
COM$65.53M21.2%
TR UNIT$45.40M14.7%
SH BEN INT$35.08M11.3%
CL A$15.08M4.9%
TOTAL STK MKT$14.84M4.8%
VAN FTSE DEV MKT$12.83M4.1%
Portfolio Concentration
Top 3$155.87M50.4%
4–10$95.94M31.0%
11–25$53.31M17.2%
Rest$4.41M1.4%
Top 3 weight
50.4%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 3.52M
Sole
Full voting authority
3.50M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.97K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings36
Rows:
VANGUARD INDEX FDS
SOLEShares849.94K
TypeSH
Market value$75.39M
24.36%
Sole
849.94K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares69.81K
TypeSH
Market value$45.40M
14.67%
Sole
69.81K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares593.09K
TypeSH
Market value$35.08M
11.33%
Sole
592.12K
Shared
0.00
None
971.00
PROLOGIS INC.
SOLEShares149.04K
TypeSH
Market value$19.70M
6.36%
Sole
149.04K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.00
TypeSH
Market value$15.08M
4.87%
Sole
21.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares46.27K
TypeSH
Market value$14.84M
4.80%
Sole
32.78K
Shared
0.00
None
13.48K
VANGUARD TAX-MANAGED FDS
SOLEShares200.18K
TypeSH
Market value$12.83M
4.14%
Sole
200.18K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PROPERTIES
SOLEShares196.58K
TypeSH
Market value$12.27M
3.96%
Sole
196.58K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares304.61K
TypeSH
Market value$11.53M
3.72%
Sole
304.61K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.10K
TypeSH
Market value$9.70M
3.13%
Sole
70.10K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares30.50K
TypeSH
Market value$8.26M
2.67%
Sole
30.50K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares119.50K
TypeSH
Market value$8.14M
2.63%
Sole
119.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.30K
TypeSH
Market value$7.33M
2.37%
Sole
14.65K
Shared
0.00
None
653.00
WORLD GOLD TR
SOLEShares70.50K
TypeSH
Market value$6.53M
2.11%
Sole
70.50K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares555.87K
TypeSH
Market value$6.37M
2.06%
Sole
555.87K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares61.76K
TypeSH
Market value$4.49M
1.45%
Sole
61.76K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares62.88K
TypeSH
Market value$3.40M
1.10%
Sole
62.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.51K
TypeSH
Market value$1.86M
0.60%
Sole
20.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.95K
TypeSH
Market value$1.26M
0.41%
Sole
4.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.14M
0.37%
Sole
3.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.27K
TypeSH
Market value$1.09M
0.35%
Sole
11.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.54K
TypeSH
Market value$1.02M
0.33%
Sole
3.54K
Shared
0.00
None
0.00
ETFS GOLD TR
SOLEShares20.09K
TypeSH
Market value$896.5K
0.29%
Sole
20.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$782.9K
0.25%
Sole
6.30K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares7.83K
TypeSH
Market value$733.5K
0.24%
Sole
7.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 849.94K | SH | $75.39M 24.36% | 849.94K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 69.81K | SH | $45.40M 14.67% | 69.81K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 593.09K | SH | $35.08M 11.33% | 592.12K | 0.00 | 971.00 |
PROLOGIS INC.SOLE | COM | 149.04K | SH | $19.70M 6.36% | 149.04K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.08M 4.87% | 21.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 46.27K | SH | $14.84M 4.80% | 32.78K | 0.00 | 13.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 200.18K | SH | $12.83M 4.14% | 200.18K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 196.58K | SH | $12.27M 3.96% | 196.58K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 304.61K | SH | $11.53M 3.72% | 304.61K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.10K | SH | $9.70M 3.13% | 70.10K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 30.50K | SH | $8.26M 2.67% | 30.50K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $8.14M 2.63% | 119.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.30K | SH | $7.33M 2.37% | 14.65K | 0.00 | 653.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 70.50K | SH | $6.53M 2.11% | 70.50K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 555.87K | SH | $6.37M 2.06% | 555.87K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $4.49M 1.45% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 62.88K | SH | $3.40M 1.10% | 62.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.86M 0.60% | 20.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.26M 0.41% | 4.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.14M 0.37% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.09M 0.35% | 11.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.54K | SH | $1.02M 0.33% | 3.54K | 0.00 | 0.00 |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 20.09K | SH | $896.5K 0.29% | 20.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $782.9K 0.25% | 6.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 7.83K | SH | $733.5K 0.24% | 7.83K | 0.00 | 0.00 |
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