Seven-Post-Investment-Office-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "META",
  "MSFT",
  "IJR",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "IEFA",
  "VNQ",
  "VWO",
  null,
  "EQR",
  "SGOL",
  "DHI",
  "AMZN",
  null,
  "ELS",
  "VEA",
  "VT",
  "VOO",
  null,
  "ESGU",
  "PSA",
  "BRK-B",
  "EFA",
  "PLD",
  "NFLX",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 33
Total Value: 261818424
Accession Number: 0001172661-25-001509
Form Type: 13F-HR
CIK: seven-post-investment-office-lp
Manager Name: Seven-Post-Investment-Office-Lp

Data Enrichment

79% identified

26 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $261.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908553

VNQ|922908553

Shares:817.7K

Value:$74.0M

% of Portfolio:28.3% ($74.0M/$261.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:70.4K

Value:$39.4M

% of Portfolio:15.0% ($39.4M/$261.8M)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:317.0K

Value:$22.7M

% of Portfolio:8.7% ($22.7M/$261.8M)

464288679

Shares:163.7K

Value:$18.1M

% of Portfolio:6.9% ($18.1M/$261.8M)

Prologis, Inc.

PLD|74340W103

Shares:144.0K

Value:$16.1M

% of Portfolio:6.1% ($16.1M/$261.8M)

922908769

VTI|922908769

Shares:56.0K

Value:$15.4M

% of Portfolio:5.9% ($15.4M/$261.8M)

EQUITY LIFESTYLE PROPERTIES INC

ELS|29472R108

Shares:190.2K

Value:$12.7M

% of Portfolio:4.8% ($12.7M/$261.8M)

921943858

VEA|921943858

Shares:231.0K

Value:$11.7M

% of Portfolio:4.5% ($11.7M/$261.8M)

Public Storage

PSA|74460D109

Shares:29.3K

Value:$8.8M

% of Portfolio:3.3% ($8.8M/$261.8M)

922042742

VT|922042742

Shares:70.2K

Value:$8.1M

% of Portfolio:3.1% ($8.1M/$261.8M)

92206C102

VGSH|92206C102

Shares:92.0K

Value:$5.4M

% of Portfolio:2.1% ($5.4M/$261.8M)

98149E303

Shares:69.1K

Value:$4.3M

% of Portfolio:1.6% ($4.3M/$261.8M)

46428Q109

Shares:119.5K

Value:$3.7M

% of Portfolio:1.4% ($3.7M/$261.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.5K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$261.8M)

922042858

VWO|922042858

Shares:64.3K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$261.8M)

922020805

Shares:57.6K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$261.8M)

464287200

IVV|464287200

Shares:3.9K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$261.8M)

464287465

EFA|464287465

Shares:20.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$261.8M)

46432F842

IEFA|46432F842

Shares:20.5K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$261.8M)

Apple Inc.

AAPL|037833100

Shares:5.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$261.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	817.7K	QoQ +1.01% (+8.3K) YoY +4.21% (+33.1K)	All Managers (Combined)	$74.0M	28.3% ($74.0M/$261.8M)	QoQ +2.67% (+$1.9M) YoY +9.11% (+$6.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	70.4K	QoQ -0.96% (-684) YoY +3.39% (+2.3K)	All Managers (Combined)	$39.4M	15.0% ($39.4M/$261.8M)	QoQ -5.47% (-$2.3M) YoY +10.57% (+$3.8M)
EQUITY RESIDENTIAL(EQRcusip29476L107)	317.0K	QoQ +0.94% (+3.0K) YoY +4.55% (+13.8K)	All Managers (Combined)	$22.7M	8.7% ($22.7M/$261.8M)	QoQ +0.69% (+$156.5K) YoY +18.58% (+$3.6M)
(cusip464288679)✕	163.7K	QoQ -1.13% (-1.9K) YoY +40.38% (+47.1K)	All Managers (Combined)	$18.1M	6.9% ($18.1M/$261.8M)	QoQ -0.81% (-$149.5K) YoY +40.28% (+$5.2M)
Prologis, Inc.(PLDcusip74340W103)	144.0K	QoQ +0.91% (+1.3K) YoY -8.90% (-14.1K)	All Managers (Combined)	$16.1M	6.1% ($16.1M/$261.8M)	QoQ +6.72% (+$1.0M) YoY -21.80% (-$4.5M)
(VTIcusip922908769)	56.0K	QoQ -4.30% (-2.5K) YoY +3.77% (+2.0K)	All Managers (Combined)	$15.4M	5.9% ($15.4M/$261.8M)	QoQ -9.24% (-$1.6M) YoY +9.74% (+$1.4M)
EQUITY LIFESTYLE PROPERTIES INC(ELScusip29472R108)	190.2K	QoQ +0.73% (+1.4K) YoY +2.97% (+5.5K)	All Managers (Combined)	$12.7M	4.8% ($12.7M/$261.8M)	QoQ +0.88% (+$111.4K) YoY +6.65% (+$791.7K)
(VEAcusip921943858)	231.0K	QoQ +0.36% (+851) YoY -1.62% (-3.8K)	All Managers (Combined)	$11.7M	4.5% ($11.7M/$261.8M)	QoQ +6.68% (+$736.0K) YoY -0.32% (-$38.5K)
Public Storage(PSAcusip74460D109)	29.3K	QoQ +0.58% (+171) YoY +1.03% (+301)	All Managers (Combined)	$8.8M	3.3% ($8.8M/$261.8M)	QoQ +0.53% (+$46.8K) YoY +4.25% (+$357.2K)
(VTcusip922042742)	70.2K	QoQ -1.57% (-1.1K) YoY -1.09% (-779)	All Managers (Combined)	$8.1M	3.1% ($8.1M/$261.8M)	QoQ -2.85% (-$239.0K) YoY +3.77% (-$296.2K)
(VGSHcusip92206C102)	92.0K	QoQ +3.94% (+3.5K) YoY +10.20% (+8.5K)	All Managers (Combined)	$5.4M	2.1% ($5.4M/$261.8M)	QoQ +4.85% (+$249.9K) YoY +11.38% (+$551.6K)
(cusip98149E303)✕	69.1K	QoQ -0.49% (-344) YoY NEW(+69.1K)	All Managers (Combined)	$4.3M	1.6% ($4.3M/$261.8M)	QoQ +18.45% (-$665.9K) YoY NEW(+$4.3M)
(cusip46428Q109)✕	119.5K	QoQ 0.00% (+0) YoY -49.99% (-119.5K)	All Managers (Combined)	$3.7M	1.4% ($3.7M/$261.8M)	QoQ +17.69% (+$556.9K) YoY -31.88% (-$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.5K	QoQ -2.30% (-130) YoY +31.75% (+1.3K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$261.8M)	QoQ +14.78% (-$377.7K) YoY +66.86% (+$1.2M)
(VWOcusip922042858)	64.3K	QoQ -15.34% (-11.7K) YoY -33.62% (-32.5K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$261.8M)	QoQ -13.00% (-$434.7K) YoY -28.07% (-$1.1M)
(cusip922020805)✕	57.6K	QoQ -16.61% (-11.5K) YoY -24.14% (-18.3K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$261.8M)	QoQ -14.07% (-$470.7K) YoY -20.96% (-$762.6K)
(IVVcusip464287200)	3.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$261.8M)	QoQ -4.54% (-$103.4K) YoY +6.87% (+$139.6K)
(EFAcusip464287465)	20.3K	QoQ 0.00% (+0) YoY -8.90% (-2.0K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$261.8M)	QoQ +8.09% (+$124.2K) YoY -6.77% (-$120.5K)
(IEFAcusip46432F842)	20.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$261.8M)	QoQ +7.64% (+$110.1K) YoY +1.92% (+$29.3K)
Apple Inc.(AAPLcusip037833100)	5.0K	QoQ 0.00% (-0) YoY -58.65% (-7.0K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$261.8M)	QoQ -11.29% (-$140.1K) YoY -46.45% (-$954.0K)