Seven Post Investment Office LP
•CIK: 1554308•Filing: Q4 2025
**Seven Post Investment Office LP** manages $280M across a diversified portfolio of 37 positions. The fund exhibits a significant overweight to US real estate via VNQ, holding $74.4M, followed by a substantial allocation to broad market exposure through SPY at $51.6M. Notable secondary concentrations include EQR ($20.4M) and PLD ($18.9M), indicating a tactical focus on specific sector and index exposures. This positioning suggests a mandate blending core market beta capture with targeted real asset and equity sector tilts.
Total AUM
$279.7M
QoQ Performance
+0.7%
Positions
26
Top 10 Concentration
83.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VNQ
SPY
EQR
PLD
VTI
VEA
VNQ26.6%
SPY18.4%
EQR7.3%
PLD6.7%
VTI5.6%
VEA5.2%
ELS4.2%
VT3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.8%
ETF18.8%
Real Estate6.7%
Technology1.8%
Financial0.8%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑8 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023