2026 Q1 Portfolio Activity
In 2026 Q1, Seven Post Investment Office LP maintained a portfolio of 38 distinct positions. The most significant new addition was BERKSHIRE HATHAWAY INC DEL, now representing 4.87% of the total fund value. They heavily accumulated shares in EQUITY RESIDENTIAL, increasing the position by 83.0%.
Position History
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Total Positions
38
Quarter
2026 Q1
Top Holding
VNQ (24.4%)
Top 10 Concentration
81.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
Seven Post Investment Office LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VNQ
VANGUARD INDEX ...
|
ETF | 24.36% | 26.61% |
#1
Prev: #1
|
6.5 |
—
|
8,904 | 1.1% |
P
S
|
849,940 | $75,389,680 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 14.67% | 18.44% |
#2
Prev: #2
|
6.0 |
—
|
-5,828 | -7.7% |
P
S
|
69,811 | $45,400,863 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EQR
EQUITY RESIDENT...
|
Bond/Debt | 11.33% | 7.31% |
#3
Prev: #3
|
8.0 |
—
|
268,944 | 83.0% |
P
S
|
593,090 | $35,081,276 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 6.36% | 6.75% |
#4
Prev: #4
|
3.5 |
—
|
1,210 | 0.8% |
P
S
|
149,038 | $19,699,856 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 4.87% | — |
#5
Prev: #—
|
5.9 |
—
|
21 | — |
NEW
|
21 | $15,080,940 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 4.80% | 5.62% |
#6
1
Prev: #5
|
2.4 |
—
|
-591 | -1.3% |
P
S
|
46,265 | $14,842,333 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.14% | 5.16% |
#7
1
Prev: #6
|
2.2 |
—
|
-30,794 | -13.3% |
P
S
|
200,180 | $12,827,561 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ELS
EQUITY LIFESTYL...
|
Real Estate | 3.96% | 4.22% |
#8
1
Prev: #7
|
2.1 |
—
|
1,689 | 0.9% |
P
S
|
196,584 | $12,270,773 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 3.72% | 3.46% |
#9
Prev: #9
|
2.0 |
—
|
2,478 | 0.8% |
P
S
|
304,608 | $11,526,367 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 3.13% | 3.56% |
#10
2
Prev: #8
|
1.8 |
—
|
-397 | -0.6% |
P
S
|
70,103 | $9,696,594 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PSA
PUBLIC STORAGE ...
|
Real Estate | 2.67% | 2.80% |
#11
1
Prev: #10
|
1.6 |
—
|
334 | 1.1% |
P
S
|
30,497 | $8,261,035 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 2.63% | 2.75% |
#12
1
Prev: #11
|
2.1 |
—
|
no change | no change |
P
S
|
119,501 | $8,142,798 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.37% | 0.76% |
#13
3
Prev: #16
|
3.9 |
—
|
11,053 | 260.1% |
P
S
|
15,302 | $7,332,718 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 2.11% | 2.11% |
#14
1
Prev: #13
|
1.3 |
—
|
1,390 | 2.0% |
P
S
|
70,501 | $6,534,738 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COLD
AMERICOLD REALT...
|
Real Estate | 2.06% | 2.56% |
#15
3
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
555,865 | $6,370,213 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.45% | 1.33% |
#16
2
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
61,760 | $4,494,893 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.10% | 1.27% |
#17
2
Prev: #15
|
0.9 |
—
|
-3,427 | -5.2% |
P
S
|
62,883 | $3,398,852 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEFA
ISHARES TR
|
ETF | 0.60% | 0.66% |
#18
1
Prev: #17
|
1.2 |
—
|
no change | no change |
P
S
|
20,507 | $1,856,499 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.41% | 0.48% |
#19
1
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
4,951 | $1,256,514 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.37% | 0.43% |
#20
1
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
3,800 | $1,135,630 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.35% | 0.39% |
#21
1
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
11,268 | $1,094,461 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.33% | 0.40% |
#22
2
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
3,540 | $1,017,962 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.29% | 0.23% |
#23
4
Prev: #27
|
2.6 |
—
|
4,606 | 29.7% |
P
S
|
20,093 | $896,550 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.25% | 0.27% |
#24
1
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
6,298 | $782,904 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.24% | 0.26% |
#25
1
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
7,825 | $733,515 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.23% | 0.27% |
#26
2
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
1,100 | $718,531 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.20% | 0.26% |
#27
2
Prev: #25
|
0.6 |
—
|
-1,481 | -16.0% |
P
S
|
7,774 | $616,271 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEMG
ISHARES INC
|
ETF | 0.17% | 0.18% |
#28
2
Prev: #30
|
0.6 |
—
|
-15 | -0.2% |
P
S
|
7,324 | $510,849 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.16% | 0.21% |
#29
Prev: #29
|
0.6 |
—
|
-231 | -7.3% |
P
S
|
2,920 | $509,248 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.15% | 0.22% |
#30
2
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
1,275 | $471,967 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGU
ISHARES TR
|
ETF | 0.12% | 0.13% |
#31
Prev: #31
|
1.0 |
—
|
no change | no change |
P
S
|
2,532 | $358,075 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACWI
ISHARES TR
|
ETF | 0.11% | 0.13% |
#32
Prev: #32
|
0.5 |
—
|
6 | 0.2% |
P
S
|
2,494 | $345,095 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SKT
TANGER INC
|
Real Estate | 0.09% | 0.10% |
#33
1
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
8,000 | $271,840 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.08% | 0.10% |
#34
1
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
1,200 | $249,924 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.07% | 0.08% |
#35
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
720 | $206,539 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PEB
PEBBLEBROOK HOT...
|
Real Estate | 0.05% | 0.05% |
#36
1
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
12,000 | $151,560 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-352 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.00% | 0.39% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-3,147 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-38 of 38 holdings