Filed: 7/28/2026ACC: 0001172661-26-002851
📋 What this filing means
SEVEN POST INVESTMENT OFFICE LP filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $352.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$352.28M
Total AUM (reported)
3.63M
Total Shares
Allocation by class
COM$82.76M23.5%
REAL ESTATE ETF$82.68M23.5%
TR UNIT$52.21M14.8%
SH BEN INT$40.97M11.6%
TOTAL STK MKT$17.00M4.8%
CL A$15.73M4.5%
VAN FTSE DEV MKT$14.03M4.0%
Portfolio Concentration
Top 3$175.86M49.9%
4–10$102.17M29.0%
11–25$66.43M18.9%
Rest$7.82M2.2%
Top 3 weight
49.9%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Sole
Full voting authority
3.60M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.67K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings42
Rows:
VANGUARD INDEX FDS
SOLEShares857.36K
TypeSH
Market value$82.68M
23.47%
Sole
857.36K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares69.91K
TypeSH
Market value$52.21M
14.82%
Sole
69.91K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares603.18K
TypeSH
Market value$40.97M
11.63%
Sole
602.21K
Shared
0.00
None
980.00
PROLOGIS INC.
SOLEShares150.19K
TypeSH
Market value$20.35M
5.78%
Sole
150.19K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares45.94K
TypeSH
Market value$17.00M
4.83%
Sole
32.72K
Shared
0.00
None
13.22K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.00
TypeSH
Market value$15.73M
4.46%
Sole
21.00
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares196.87K
TypeSH
Market value$14.03M
3.98%
Sole
196.87K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PROPERTIES
SOLEShares198.26K
TypeSH
Market value$12.78M
3.63%
Sole
198.26K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares306.98K
TypeSH
Market value$11.28M
3.20%
Sole
306.98K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.18K
TypeSH
Market value$11.02M
3.13%
Sole
70.18K
Shared
0.00
None
0.00
PUBLIC STORAGE
SOLEShares30.78K
TypeSH
Market value$9.80M
2.78%
Sole
30.78K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares566.17K
TypeSH
Market value$8.90M
2.53%
Sole
566.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.04K
TypeSH
Market value$8.53M
2.42%
Sole
16.39K
Shared
0.00
None
653.00
ORACLE CORP
SOLEShares56.72K
TypeSH
Market value$8.31M
2.36%
Sole
56.72K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares125.06K
TypeSH
Market value$6.69M
1.90%
Sole
125.06K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares79.35K
TypeSH
Market value$6.30M
1.79%
Sole
79.35K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares61.76K
TypeSH
Market value$4.59M
1.30%
Sole
61.76K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares61.11K
TypeSH
Market value$3.65M
1.04%
Sole
61.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.55K
TypeSH
Market value$1.79M
0.51%
Sole
18.55K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.95K
TypeSH
Market value$1.72M
0.49%
Sole
5.95K
Shared
0.00
None
0.00
LENNOX INTL INC
SOLEShares3K
TypeSH
Market value$1.72M
0.49%
Sole
3K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.31M
0.37%
Sole
3.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.27K
TypeSH
Market value$1.17M
0.33%
Sole
11.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.09K
TypeSH
Market value$1.02M
0.29%
Sole
3.82K
Shared
0.00
None
1.27K
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$934.1K
0.27%
Sole
6.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 857.36K | SH | $82.68M 23.47% | 857.36K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 69.91K | SH | $52.21M 14.82% | 69.91K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 603.18K | SH | $40.97M 11.63% | 602.21K | 0.00 | 980.00 |
PROLOGIS INC.SOLE | COM | 150.19K | SH | $20.35M 5.78% | 150.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 45.94K | SH | $17.00M 4.83% | 32.72K | 0.00 | 13.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.73M 4.46% | 21.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 196.87K | SH | $14.03M 3.98% | 196.87K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESSOLE | COM | 198.26K | SH | $12.78M 3.63% | 198.26K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 306.98K | SH | $11.28M 3.20% | 306.98K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.18K | SH | $11.02M 3.13% | 70.18K | 0.00 | 0.00 |
PUBLIC STORAGESOLE | COM | 30.78K | SH | $9.80M 2.78% | 30.78K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 566.17K | SH | $8.90M 2.53% | 566.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.04K | SH | $8.53M 2.42% | 16.39K | 0.00 | 653.00 |
ORACLE CORPSOLE | COM | 56.72K | SH | $8.31M 2.36% | 56.72K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 125.06K | SH | $6.69M 1.90% | 125.06K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 79.35K | SH | $6.30M 1.79% | 79.35K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $4.59M 1.30% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 61.11K | SH | $3.65M 1.04% | 61.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 18.55K | SH | $1.79M 0.51% | 18.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.95K | SH | $1.72M 0.49% | 5.95K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 3K | SH | $1.72M 0.49% | 3K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.31M 0.37% | 3.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 11.27K | SH | $1.17M 0.33% | 11.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.09K | SH | $1.02M 0.29% | 3.82K | 0.00 | 1.27K |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $934.1K 0.27% | 6.30K | 0.00 | 0.00 |
Page 1 of 2