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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 $277,637,604 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 84.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004514

Period
2025-09-30
Reported value
$278M
Holdings
33
Top 10 weight
84.59%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+3,334$2.22M
VNQadded+7,839$717K
VEAadded+9,570$573K
VWOadded+2,742$149K
PLDadded+1,281$147K

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
EFAreduced-9,021-$842K
PLTRexited-3,000-$409K
BRK-Breduced-132-$66.4K
SGOLreduced-1,040-$38.3K
VTIreduced-50-$16.4K

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004514, largest first. % of portfolio is the value over $277,637,604, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,175 shares; 2024Q4: 809,447 shares; 2025Q1: 817,700 shares; 2025Q2: 825,347 shares; 2025Q3: 833,186 shares 833,186$76.2M27.44%+7,839Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,343 shares; 2024Q4: 71,104 shares; 2025Q1: 70,420 shares; 2025Q2: 71,865 shares; 2025Q3: 75,199 shares 75,199$50.1M18.04%+3,334Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,861 shares; 2024Q4: 314,063 shares; 2025Q1: 317,040 shares; 2025Q2: 319,190 shares; 2025Q3: 321,344 shares 321,344$20.8M7.49%+2,154Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,879 shares; 2024Q4: 58,523 shares; 2025Q1: 56,002 shares; 2025Q2: 51,338 shares; 2025Q3: 51,288 shares 51,288$16.8M6.06%-50Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,371 shares; 2024Q4: 142,709 shares; 2025Q1: 144,008 shares; 2025Q2: 145,392 shares; 2025Q3: 146,673 shares 146,673$16.8M6.05%+1,281Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,731 shares; 2024Q4: 230,137 shares; 2025Q1: 230,988 shares; 2025Q2: 235,339 shares; 2025Q3: 244,909 shares 244,909$14.7M5.29%+9,570Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,454 shares; 2024Q4: 188,798 shares; 2025Q1: 190,185 shares; 2025Q2: 191,726 shares; 2025Q3: 193,318 shares 193,318$11.7M4.23%+1,592Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,115 shares; 2024Q4: 71,272 shares; 2025Q1: 70,152 shares; 2025Q2: 70,254 shares; 2025Q3: 70,329 shares 70,329$9.69M3.49%+75Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302,130 shares; 2025Q3: 302,130 shares 302,130$9.45M3.4%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 29,079 shares; 2025Q1: 29,250 shares; 2025Q2: 29,524 shares; 2025Q3: 29,821 shares 29,821$8.61M3.1%+297Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,865 shares; 2025Q3: 555,865 shares 555,865$6.8M2.45%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 69,418 shares; 2025Q1: 69,074 shares; 2025Q2: 68,825 shares; 2025Q3: 68,825 shares 68,825$5.26M1.9%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,000 shares; 2024Q4: 119,501 shares; 2025Q1: 119,501 shares; 2025Q2: 119,501 shares; 2025Q3: 119,501 shares 119,501$5.06M1.82%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,760 shares; 2025Q3: 61,760 shares 61,760$3.91M1.41%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,488 shares; 2024Q4: 75,902 shares; 2025Q1: 64,252 shares; 2025Q2: 64,355 shares; 2025Q3: 67,097 shares 67,097$3.64M1.31%+2,742Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,086 shares; 2025Q3: 9,086 shares 9,086$3.02M1.09%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares 3,860$2.58M0.93%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 5,636 shares; 2025Q1: 5,506 shares; 2025Q2: 4,950 shares; 2025Q3: 4,818 shares 4,818$2.42M0.87%-132Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 20,507 shares; 2025Q1: 20,507 shares; 2025Q2: 20,507 shares; 2025Q3: 20,507 shares 20,507$1.79M0.64%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares 4,951$1.26M0.45%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800$1.17M0.42%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 20,289 shares; 2025Q1: 20,289 shares; 2025Q2: 20,289 shares; 2025Q3: 11,268 shares 11,268$1.05M0.38%-9,021Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,298 shares; 2025Q1: 6,298 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares 6,298$748K0.27%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares 7,825$699K0.25%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares 1,275$660K0.24%0Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 16,563 shares; 2025Q1: 16,527 shares; 2025Q2: 16,527 shares; 2025Q3: 15,487 shares 15,487$570K0.21%-1,040Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 7,693 shares; 2025Q1: 7,693 shares; 2025Q2: 7,693 shares; 2025Q3: 7,693 shares 7,693$507K0.18%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares 2,532$369K0.13%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares 2,488$344K0.12%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000$271K0.1%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200$263K0.09%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 445 shares; 2025Q1: 400 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380$233K0.08%0Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000$137K0.05%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PLTRPALANTIR TECHNOLOGIES INC3,000$409Kshares

How Q3 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 0001172661-25-004514 base2025-10-30acceptance time not in the bulk data set