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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 $309,535,424 across 36 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 81.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001848

Period
2026-03-31
Reported value
$310M
Holdings
36
Top 10 weight
81.35%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VMRKadded+268,944$15.9M
BRK-Anew+21$15.1M
BRK-Badded+11,053$5.3M
VNQadded+8,904$790K
SGOLadded+4,606$206K

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
SPYreduced-5,828-$3.79M
VEAreduced-30,794-$1.97M
AVGOexited-3,147-$1.09M
VOOexited-352-$221K
VTIreduced-591-$190K

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001848, largest first. % of portfolio is the value over $309,535,424, 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; 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; 2026Q1: 849,940 shares 849,940$75.4M24.36%+8,904Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,811 shares 69,811$45.4M14.67%-5,828Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 593,090 shares 593,090$35.1M11.33%+268,944Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 149,038 shares 149,038$19.7M6.36%+1,210Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21$15.1M4.87%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,265 shares 46,265$14.8M4.8%-591Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 200,180 shares 200,180$12.8M4.14%-30,794Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 196,584 shares 196,584$12.3M3.96%+1,689Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302,130 shares; 2025Q3: 302,130 shares; 2025Q4: 302,130 shares; 2026Q1: 304,608 shares 304,608$11.5M3.72%+2,478Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,103 shares 70,103$9.7M3.13%-397Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,497 shares 30,497$8.26M2.67%+334Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 119,501 shares 119,501$8.14M2.63%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,302 shares 15,302$7.33M2.37%+11,053Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,501 shares 70,501$6.53M2.11%+1,390Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,865 shares; 2025Q3: 555,865 shares; 2025Q4: 555,865 shares; 2026Q1: 555,865 shares 555,865$6.37M2.06%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,760 shares; 2025Q3: 61,760 shares; 2025Q4: 61,760 shares; 2026Q1: 61,760 shares 61,760$4.49M1.45%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 62,883 shares 62,883$3.4M1.1%-3,427Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,507 shares 20,507$1.86M0.6%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,951 shares 4,951$1.26M0.41%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800$1.14M0.37%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,268 shares 11,268$1.09M0.35%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares 3,540$1.02M0.33%0Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,093 shares 20,093$897K0.29%+4,606Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,298 shares 6,298$783K0.25%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,825 shares 7,825$734K0.24%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,100 shares 1,100$719K0.23%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,255 shares; 2026Q1: 7,774 shares 7,774$616K0.2%-1,481Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,324 shares 7,324$511K0.17%-15Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,151 shares; 2026Q1: 2,920 shares 2,920$509K0.16%-231Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,275 shares 1,275$472K0.15%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,532 shares 2,532$358K0.12%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,494 shares 2,494$345K0.11%+6Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000$272K0.09%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,200 shares 1,200$250K0.08%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 720 shares 720$207K0.07%0Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$152K0.05%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC3,147$1.09Mshares
VOOVANGUARD INDEX FDS352$221Kshares

How Q1 2026 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 0001172661-26-001848 base2026-05-14acceptance time not in the bulk data set