Portfolio (Quarterly)
Guide ↗
Seven Post Investment Office LP
· CIK 0001554308| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | — | 849,940.0 | $75.4M | 24.36% | +9K | +1.1% | $88.70 | +9.7% |
| 2 | EQR | EQUITY RESIDENTIAL | Real Estate | 593,090.0 | $35.1M | 11.33% | +269K | +83.0% | $59.15 | +12.4% |
| 3 | PLD | PROLOGIS INC. | Real Estate | 149,038.0 | $19.7M | 6.36% | +1K | +0.8% | $132.18 | +11.6% |
| 4 | ELS | EQUITY LIFESTYLE PROPERTIES | Real Estate | 196,584.0 | $12.3M | 3.96% | +2K | +0.9% | $62.42 | +0.5% |
| 5 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 304,608.0 | $11.5M | 3.72% | +2K | +0.8% | $37.84 | +2.7% |
| 6 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 30,497.0 | $8.3M | 2.67% | +334.0 | +1.1% | $270.88 | +12.9% |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 15,302.0 | $7.3M | 2.37% | +11K | +260.1% | $479.20 | — |
| 8 | GLDM | WORLD GOLD TR | Financial Services | 70,501.0 | $6.5M | 2.11% | +1K | +2.0% | $92.69 | -3.8% |
| 9 | SGOL | ETFS GOLD TR | Financial Services | 20,093.0 | $897K | 0.29% | +5K | +29.7% | $44.62 | -3.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Real Estate
50.4%
Financial Services
37.5%
Energy
9.8%
Technology
1.4%
Communication Services
0.8%
Consumer Cyclical
0.2%