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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PEB | PEBBLEBROOK HOTEL TR | Real Estate | 12,000.0 | $233K | 0.07% | — | — | $19.41 | -4.7% |
| 42 | VOO | VANGUARD INDEX FDS | — | 304.0 | $209K | 0.06% | NEW | — | $686.81 | +3.0% |
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
52.1%
Financial Services
37.2%
Technology
6.4%
Energy
2.6%
Industrials
1.0%
Communication Services
0.4%
Consumer Cyclical
0.2%
Consumer Defensive
0.2%