Seven Post Investment Office LP - Portfolio overview

Seven Post Investment Office LP has 38 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. VNQ - VANGUARD INDEX FDS, 24.10%
2. SPY - STATE STR SPDR S&P 500 ETF T, 14.51%
3. EQR - EQUITY RESIDENTIAL, 11.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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