Seven Post Investment Office LP Portfolio Holdings
Q3 2025•33 long positions•$277.6M portfolio value
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Holding34 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $76.2M 27.44% | +$716.6K Bought | — 833.2K shares | 825.3K → 833.2K +$716.6K | +0.95% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $50.1M 18.04% | +$2.2M Bought | — 75.2K shares | 71.9K → 75.2K +$2.2M | +4.64% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Residential Real Estate | $20.8M 7.49% | +$139.4K Bought | 0.084% 321.3K shares | 319.2K → 321.3K +$139.4K | +0.67% | $24.7B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $16.8M 6.06% | -$16.4K Sold | — 51.3K shares | 51.3K → 51.3K −$16.4K | -0.1% | — — | Q1 2020 Held for 5y 8m | |
REIT - Industrial Real Estate | $16.8M 6.05% | +$146.7K Bought | 0.016% 146.7K shares | 145.4K → 146.7K +$146.7K | +0.88% | $106.28B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $14.7M 5.29% | +$573.4K Bought | — 244.9K shares | 235.3K → 244.9K +$573.4K | +4.07% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Residential Real Estate | $11.7M 4.23% | +$96.6K Bought | 0.1% 193.3K shares | 191.7K → 193.3K +$96.6K | +0.83% | $11.8B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $9.7M 3.49% | +$10.3K Bought | — 70.3K shares | 70.3K → 70.3K +$10.3K | +0.11% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $9.4M 3.4% | — | 0.014% 302.1K shares | — | — | $67.7B Large Cap | Q2 2025 Held for 5 months | |
REIT - Industrial Real Estate | $8.6M 3.1% | +$85.8K Bought | 0.017% 29.8K shares | 29.5K → 29.8K +$85.8K | +1.01% | $50.7B Large Cap | Q1 2020 Held for 5y 8m | |
REIT - Industrial Real Estate | $6.8M 2.45% | — | 0.195% 555.9K shares | — | — | $3.5B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $5.3M 1.9% | — | — 68.8K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $5.1M 1.82% | — | — 119.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Midstream Energy | $3.9M 1.41% | — | 0.005% 61.8K shares | — | — | $77.4B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.6M 1.31% | +$148.6K Bought | — 67.1K shares | 64.4K → 67.1K +$148.6K | +4.26% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $3.0M 1.09% | — | — 9.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 0.931% | — | — 3.9K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Insurance - Diversified Financial Services | $2.4M 0.872% | -$66.4K Sold | 0.0% 4.8K shares | 5.0K → 4.8K −$66.4K | -2.67% | $1.08T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.8M 0.645% | — | — 20.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $1.3M 0.454% | — | 0.0% 5.0K shares | — | — | $3.78T Mega Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $1.2M 0.421% | — | — 3.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.379% | -$842.3K Sold | — 11.3K shares | 20.3K → 11.3K −$842.3K | -44.46% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $748.4K 0.27% | — | — 6.3K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $699.3K 0.252% | — | — 7.8K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $660.4K 0.238% | — | 0.0% 1.3K shares | — | — | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $570.1K 0.205% | -$38.3K Sold | — 15.5K shares | 16.5K → 15.5K −$38.3K | -6.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $507.1K 0.183% | — | — 7.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $368.7K 0.133% | — | — 2.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $343.9K 0.124% | — | — 2.5K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
REIT - Retail Real Estate | $270.7K 0.098% | — | 0.007% 8.0K shares | — | — | $3.8B Mid Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $263.5K 0.095% | — | 0.0% 1.2K shares | — | — | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $232.7K 0.084% | — | — 380.0 shares | — | — | — — | Q1 2024 Held for 1y 8m | |
REIT - Hotel & Motel Real Estate | $136.7K 0.049% | — | 0.01% 12.0K shares | — | — | $1.4B Small Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | - — | -$409.0K Sold | — - shares | 3.0K → 0 −$409.0K | Sold | $338.01B Mega Cap | Q2 2025 Held for 5 months |
