Seven Post Investment Office LP
data from 30/09/2025
Capitalization
$ 277.638 M
4.59 %
Performance
$ 192.898 M
88.93 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 27.44% | 76.170 M $ | 833186 | 2020/03/31 | 1.948 M $ | 2.65 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 18.04% | 50.096 M $ | 75199 | 2013/06/30 | 3.473 M $ | 7.82 % |
| 2025/09/30 | EQR | EQUITY RESIDENTIAL | 7.49% | 20.801 M $ | 321344 | 2020/03/31 | -880.964 K $ | -4.09 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 6.06% | 16.831 M $ | 51288 | 2020/03/31 | 1.244 M $ | 7.98 % |
| 2025/09/30 | PLD | PROLOGIS INC. | 6.05% | 16.797 M $ | 146673 | 2020/03/31 | 1.367 M $ | 8.94 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 5.29% | 14.675 M $ | 244909 | 2013/06/30 | 684.836 K $ | 5.10 % |
| 2025/09/30 | ELS | EQUITY LIFESTYLE PPTYS INC | 4.23% | 11.734 M $ | 193318 | 2020/03/31 | -185.974 K $ | -1.57 % |
| 2025/09/30 | VT | VANGUARD INTL EQUITY INDEX F | 3.49% | 9.691 M $ | 70329 | 2013/06/30 | 651.957 K $ | 7.22 % |
| 2025/09/30 | EPD | ENTERPRISE PRODS PARTNERS L | 3.40% | 9.448 M $ | 302130 | 2025/06/30 | 78.553 K $ | 0.84 % |
| 2025/09/30 | PSA | PUBLIC STORAGE OPER CO | 3.10% | 8.614 M $ | 29821 | 2020/03/31 | -134.924 K $ | -1.56 % |
| 2025/09/30 | COLD | AMERICOLD REALTY TRUST INC | 2.45% | 6.804 M $ | 555865 | 2025/06/30 | -2.440 M $ | -26.40 % |
| 2025/09/30 | GLDM | WORLD GOLD TR | 1.90% | 5.262 M $ | 68825 | 2024/09/30 | 752.257 K $ | 16.68 % |
| 2025/09/30 | SLV | ISHARES SILVER TR | 1.82% | 5.063 M $ | 119501 | 2023/09/30 | 1.142 M $ | 29.14 % |
| 2025/09/30 | WMB | WILLIAMS COS INC | 1.41% | 3.912 M $ | 61760 | 2025/06/30 | 33.350 K $ | 0.86 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 1.31% | 3.635 M $ | 67097 | 2013/06/30 | 303.755 K $ | 9.54 % |
| 2025/09/30 | OEF | ISHARES TR | 1.09% | 3.024 M $ | 9086 | 2025/06/30 | 258.860 K $ | 9.36 % |
| 2025/09/30 | IVV | ISHARES TR | 0.93% | 2.583 M $ | 3860 | 2023/06/30 | 186.823 K $ | 7.80 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.87% | 2.422 M $ | 4818 | 2021/06/30 | 84.001 K $ | 3.49 % |
| 2025/09/30 | IEFA | ISHARES TR | 0.64% | 1.790 M $ | 20507 | 2022/12/31 | 78.541 K $ | 4.59 % |
| 2025/09/30 | AAPL | APPLE INC | 0.45% | 1.261 M $ | 4951 | 2018/09/30 | 244.876 K $ | 24.11 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.42% | 1.170 M $ | 3800 | 2025/06/30 | 85.728 K $ | 7.91 % |
| 2025/09/30 | EFA | ISHARES TR | 0.38% | 1.052 M $ | 11268 | 2013/06/30 | 80.750 K $ | 4.45 % |
| 2025/09/30 | IJR | ISHARES TR | 0.27% | 748.391 K $ | 6298 | 2022/06/30 | 60.082 K $ | 8.73 % |
| 2025/09/30 | VONV | VANGUARD SCOTTSDALE FDS | 0.25% | 699.320 K $ | 7825 | 2022/06/30 | 32.552 K $ | 4.88 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.24% | 660.386 K $ | 1275 | 2020/12/31 | 26.188 K $ | 4.13 % |
| 2025/09/30 | SGOL | ETFS GOLD TR | 0.21% | 570.076 K $ | 15487 | 2020/12/31 | 87.097 K $ | 16.71 % |
| 2025/09/30 | IEMG | ISHARES INC | 0.18% | 507.123 K $ | 7693 | 2022/12/31 | 45.311 K $ | 9.81 % |
| 2025/09/30 | ESGU | ISHARES TR | 0.13% | 368.659 K $ | 2532 | 2022/03/31 | 26.079 K $ | 7.61 % |
| 2025/09/30 | ACWI | ISHARES TR | 0.12% | 343.941 K $ | 2488 | 2020/12/31 | 23.984 K $ | 7.50 % |
| 2025/09/30 | SKT | TANGER INC | 0.10% | 270.720 K $ | 8000 | 2025/06/30 | 26.080 K $ | 10.66 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.09% | 263.484 K $ | 1200 | 2019/12/31 | 216.000 $ | 0.08 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.08% | 232.704 K $ | 380 | 2024/03/31 | 16.853 K $ | 7.81 % |
| 2025/09/30 | PEB | PEBBLEBROOK HOTEL TR | 0.05% | 136.680 K $ | 12000 | 2025/06/30 | 16.800 K $ | 14.01 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |