Seven Post Investment Office LP

Family Office

Seven Post Investment Office LP is a Family Office based in New York, NY led by Eric Matthew Allbin, reporting $8.4B in AUM as of Q3 2025 with 66% ETF concentration, 85% concentrated in top 10 holdings, and 27% allocation to VNQ.

Managing PartnerEric Matthew Allbin

Portfolio Value: $277.6M
Positions: 33
Top Holding: VNQ at 27.44%
Last Reported: Q3 2025

Address747 Third Avenue, 19th Floor, New York, NY, 10017, United States

Top Holdings

Largest long holdings in Seven Post Investment Office LP's portfolio (84.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Real Estate VNQ	ETF ETF	$76.2M	27.44%	+$716.6K Bought	— 833.2K shares	Q1 2020 Held for 5y 8m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$50.1M	18.04%	+$2.2M Bought	— 75.2K shares	≤ Q2 2013 Held for 12y 5m+
3 Equity Residential EQR	REIT - Residential Real Estate	$20.8M	7.49%	+$139.4K Bought	0.08% 321.3K shares	Q1 2020 Held for 5y 8m
4 Vanguard Total Stock Market VTI	ETF ETF	$16.8M	6.06%	-$16.4K Sold	— 51.3K shares	Q1 2020 Held for 5y 8m
5 Prologis PLD	REIT - Industrial Real Estate	$16.8M	6.05%	+$146.7K Bought	0.02% 146.7K shares	Q1 2020 Held for 5y 8m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$14.7M	5.29%	+$573.4K Bought	— 244.9K shares	≤ Q2 2013 Held for 12y 5m+
7 Equity Lifestyle Properties ELS	REIT - Residential Real Estate	$11.7M	4.23%	+$96.6K Bought	0.10% 193.3K shares	Q1 2020 Held for 5y 8m
8 Vanguard Total World Stock VT	ETF ETF	$9.7M	3.49%	+$10.3K Bought	— 70.3K shares	≤ Q2 2013 Held for 12y 5m+
9 Enterprise Products Partners EPD	Oil & Gas Midstream Energy	$9.4M	3.40%	—	0.01% 302.1K shares	Q2 2025 Held for 5 months
10 Public Storage PSA	REIT - Industrial Real Estate	$8.6M	3.10%	+$85.8K Bought	0.02% 29.8K shares	Q1 2020 Held for 5y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Seven Post Investment Office LP's latest filing

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Market Value

$277.6M

Prior: $265.5M

Q/Q Change

+4.59%

+$12.2M

Net Flows % of MV

+0.996%

Turnover Ratio

0.992%

New Purchases

0 stocks

Added To

9 stocks

+$4.1M

Sold Out Of

1 stocks

$409.0K

Reduced Holdings

4 stocks

-$963.3K

Increased Positions

Position	Shares Δ	Change
1 SPDR S&P 500 ETF Trust SPY	+4.64%	71.9K → 75.2K +$2.2M
2 Vanguard FTSE Emerging Markets VWO	+4.26%	64.4K → 67.1K +$148.6K
3 Vanguard FTSE Developed Markets VEA	+4.07%	235.3K → 244.9K +$573.4K
4 Public Storage PSA	+1.01%	29.5K → 29.8K +$85.8K
5 Vanguard Real Estate VNQ	+0.95%	825.3K → 833.2K +$716.6K

Decreased Positions

Position	Shares Δ	Change
1 Palantir Technologies Inc. PLTR	Sold	3.0K → 0 −$409.0K
2 iShares MSCI EAFE EFA	-44.46%	20.3K → 11.3K −$842.3K
3 SGOL abrdn Physical Gold Shares SGOL	-6.29%	16.5K → 15.5K −$38.3K
4 Berkshire Hathaway BRK.B	-2.67%	5.0K → 4.8K −$66.4K
5 Vanguard Total Stock Market VTI	-0.1%	51.3K → 51.3K −$16.4K