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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 $279,693,451 across 37 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 83.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000384

Period
2025-12-31
Reported value
$280M
Holdings
37
Top 10 weight
83.92%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+3,540$1.11M
AVGOnew+3,147$1.09M
VCSHnew+9,255$738K
VNQadded+7,850$695K
NVDAnew+3,151$588K

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
OEFexited-9,086-$3.02M
IVVreduced-2,760-$1.89M
VTIreduced-4,432-$1.49M
VEAreduced-13,935-$871K
BRK-Breduced-569-$286K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000384, largest first. % of portfolio is the value over $279,693,451, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,175 shares; 2024Q4: 809,447 shares; 2025Q1: 817,700 shares; 2025Q2: 825,347 shares; 2025Q3: 833,186 shares; 2025Q4: 841,036 shares 841,036$74.4M26.61%+7,850Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,343 shares; 2024Q4: 71,104 shares; 2025Q1: 70,420 shares; 2025Q2: 71,865 shares; 2025Q3: 75,199 shares; 2025Q4: 75,639 shares 75,639$51.6M18.44%+440Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,861 shares; 2024Q4: 314,063 shares; 2025Q1: 317,040 shares; 2025Q2: 319,190 shares; 2025Q3: 321,344 shares; 2025Q4: 324,146 shares 324,146$20.4M7.31%+2,802Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,371 shares; 2024Q4: 142,709 shares; 2025Q1: 144,008 shares; 2025Q2: 145,392 shares; 2025Q3: 146,673 shares; 2025Q4: 147,828 shares 147,828$18.9M6.75%+1,155Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,879 shares; 2024Q4: 58,523 shares; 2025Q1: 56,002 shares; 2025Q2: 51,338 shares; 2025Q3: 51,288 shares; 2025Q4: 46,856 shares 46,856$15.7M5.62%-4,432Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,731 shares; 2024Q4: 230,137 shares; 2025Q1: 230,988 shares; 2025Q2: 235,339 shares; 2025Q3: 244,909 shares; 2025Q4: 230,974 shares 230,974$14.4M5.16%-13,935Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,454 shares; 2024Q4: 188,798 shares; 2025Q1: 190,185 shares; 2025Q2: 191,726 shares; 2025Q3: 193,318 shares; 2025Q4: 194,895 shares 194,895$11.8M4.22%+1,577Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,115 shares; 2024Q4: 71,272 shares; 2025Q1: 70,152 shares; 2025Q2: 70,254 shares; 2025Q3: 70,329 shares; 2025Q4: 70,500 shares 70,500$9.94M3.56%+171Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302,130 shares; 2025Q3: 302,130 shares; 2025Q4: 302,130 shares 302,130$9.69M3.46%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 29,079 shares; 2025Q1: 29,250 shares; 2025Q2: 29,524 shares; 2025Q3: 29,821 shares; 2025Q4: 30,163 shares 30,163$7.83M2.8%+342Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,000 shares; 2024Q4: 119,501 shares; 2025Q1: 119,501 shares; 2025Q2: 119,501 shares; 2025Q3: 119,501 shares; 2025Q4: 119,501 shares 119,501$7.7M2.75%0Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,865 shares; 2025Q3: 555,865 shares; 2025Q4: 555,865 shares 555,865$7.15M2.56%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 69,418 shares; 2025Q1: 69,074 shares; 2025Q2: 68,825 shares; 2025Q3: 68,825 shares; 2025Q4: 69,111 shares 69,111$5.9M2.11%+286Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,760 shares; 2025Q3: 61,760 shares; 2025Q4: 61,760 shares 61,760$3.71M1.33%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,488 shares; 2024Q4: 75,902 shares; 2025Q1: 64,252 shares; 2025Q2: 64,355 shares; 2025Q3: 67,097 shares; 2025Q4: 66,310 shares 66,310$3.56M1.27%-787Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 5,636 shares; 2025Q1: 5,506 shares; 2025Q2: 4,950 shares; 2025Q3: 4,818 shares; 2025Q4: 4,249 shares 4,249$2.14M0.76%-569Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 20,507 shares; 2025Q1: 20,507 shares; 2025Q2: 20,507 shares; 2025Q3: 20,507 shares; 2025Q4: 20,507 shares 20,507$1.83M0.66%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares 4,951$1.35M0.48%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800$1.2M0.43%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,540 shares 3,540$1.11M0.4%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares 3,147$1.09M0.39%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 20,289 shares; 2025Q1: 20,289 shares; 2025Q2: 20,289 shares; 2025Q3: 11,268 shares; 2025Q4: 11,268 shares 11,268$1.08M0.39%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,298 shares; 2025Q1: 6,298 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,298 shares 6,298$757K0.27%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 1,100 shares 1,100$753K0.27%-2,760Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,255 shares 9,255$738K0.26%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares 7,825$722K0.26%0Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 16,563 shares; 2025Q1: 16,527 shares; 2025Q2: 16,527 shares; 2025Q3: 15,487 shares; 2025Q4: 15,487 shares 15,487$636K0.23%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275$617K0.22%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,151 shares 3,151$588K0.21%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 7,693 shares; 2025Q1: 7,693 shares; 2025Q2: 7,693 shares; 2025Q3: 7,693 shares; 2025Q4: 7,339 shares 7,339$493K0.18%-354Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,532 shares 2,532$377K0.13%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares 2,488$352K0.13%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$277K0.1%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000$267K0.1%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares 720$226K0.08%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 445 shares; 2025Q1: 400 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 352 shares 352$221K0.08%-28Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000$136K0.05%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
OEFISHARES TR9,086$3.02Mshares

How Q4 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 0001172661-26-000384 base2026-01-29acceptance time not in the bulk data set