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Seven Post Investment Office LP

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13F filer, CIK 1554308, San Francisco, CA

Seven Post Investment Office LP reported $265,453,498 across 34 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15. Its ten largest share positions make up 84.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002608

Period
2025-06-30
Reported value
$265M
Holdings
34
Top 10 weight
84.09%
New
8
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPDnew+302,130$9.37M
COLDnew+555,865$9.24M
WMBnew+61,760$3.88M
OEFnew+9,086$2.77M
VVnew+3,800$1.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHVexited-163,736-$18.1M
VGSHexited-91,987-$5.4M
VTIPexited-57,614-$2.87M
VTIreduced-4,664-$1.42M
NFLXexited-1,030-$961K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002608, largest first. % of portfolio is the value over $265,453,498, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,175 shares; 2024Q4: 809,447 shares; 2025Q1: 817,700 shares; 2025Q2: 825,347 shares 825,347$73.5M27.69%+7,647Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,343 shares; 2024Q4: 71,104 shares; 2025Q1: 70,420 shares; 2025Q2: 71,865 shares 71,865$44.4M16.73%+1,445Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,861 shares; 2024Q4: 314,063 shares; 2025Q1: 317,040 shares; 2025Q2: 319,190 shares 319,190$21.5M8.12%+2,150Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,879 shares; 2024Q4: 58,523 shares; 2025Q1: 56,002 shares; 2025Q2: 51,338 shares 51,338$15.6M5.88%-4,664Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,371 shares; 2024Q4: 142,709 shares; 2025Q1: 144,008 shares; 2025Q2: 145,392 shares 145,392$15.3M5.76%+1,384Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,731 shares; 2024Q4: 230,137 shares; 2025Q1: 230,988 shares; 2025Q2: 235,339 shares 235,339$13.4M5.05%+4,351Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,454 shares; 2024Q4: 188,798 shares; 2025Q1: 190,185 shares; 2025Q2: 191,726 shares 191,726$11.8M4.45%+1,541Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302,130 shares 302,130$9.37M3.53%newTimeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,865 shares 555,865$9.24M3.48%newTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,115 shares; 2024Q4: 71,272 shares; 2025Q1: 70,152 shares; 2025Q2: 70,254 shares 70,254$9.03M3.4%+102Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 29,079 shares; 2025Q1: 29,250 shares; 2025Q2: 29,524 shares 29,524$8.66M3.26%+274Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 69,418 shares; 2025Q1: 69,074 shares; 2025Q2: 68,825 shares 68,825$4.51M1.7%-249Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,000 shares; 2024Q4: 119,501 shares; 2025Q1: 119,501 shares; 2025Q2: 119,501 shares 119,501$3.92M1.48%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,760 shares 61,760$3.88M1.46%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,488 shares; 2024Q4: 75,902 shares; 2025Q1: 64,252 shares; 2025Q2: 64,355 shares 64,355$3.18M1.2%+103Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,086 shares 9,086$2.77M1.04%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 5,636 shares; 2025Q1: 5,506 shares; 2025Q2: 4,950 shares 4,950$2.4M0.91%-556Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares 3,860$2.4M0.9%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 20,289 shares; 2025Q1: 20,289 shares; 2025Q2: 20,289 shares 20,289$1.81M0.68%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 20,507 shares; 2025Q1: 20,507 shares; 2025Q2: 20,507 shares 20,507$1.71M0.64%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares 3,800$1.08M0.41%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares 4,951$1.02M0.38%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,298 shares; 2025Q1: 6,298 shares; 2025Q2: 6,298 shares 6,298$688K0.26%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares 7,825$667K0.25%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares 1,275$634K0.24%0Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 16,563 shares; 2025Q1: 16,527 shares; 2025Q2: 16,527 shares 16,527$521K0.2%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 7,693 shares; 2025Q1: 7,693 shares; 2025Q2: 7,693 shares 7,693$462K0.17%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares 3,000$409K0.15%newTimeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares 2,532$343K0.13%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares 2,488$320K0.12%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200$263K0.1%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares 8,000$245K0.09%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 445 shares; 2025Q1: 400 shares; 2025Q2: 380 shares 380$216K0.08%-20Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares 12,000$120K0.05%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SHVISHARES TR163,736$18.1Mshares
VGSHVANGUARD SCOTTSDALE FDS91,987$5.4Mshares
VTIPVANGUARD MALVERN FDS57,614$2.87Mshares
NFLXNETFLIX INC.1,030$961Kshares
SCHOSCHWAB STRATEGIC TR25,221$614Kshares
METAMETA PLATFORMS INC1,030$594Kshares
DHID R HORTON INC2,710$345Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002608 base2025-07-15acceptance time not in the bulk data set