Seven Post Investment Office LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BERKSHIRE HATHAWAY INC DEL | 0 | 21 | +21 | 0 | 15,080,940 | 4.87% | +15,080,940 |
| EQUITY RESIDENTIAL(EQR) | 324,146 | 593,090 | +268,944 | 20,434,136 | 35,081,276 | 11.33% | +14,647,140 |
| BERKSHIRE HATHAWAY INC DEL | 4,249 | 15,302 | +11,053 | 2,135,760 | 7,332,718 | 2.37% | +5,196,958 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 302,130 | 304,608 | +2,478 | 9,686,288 | 11,526,367 | 3.72% | +1,840,079 |
| VANGUARD INDEX FDS | 841,036 | 849,940 | +8,904 | 74,423,277 | 75,389,680 | 24.36% | +966,403 |
| PROLOGIS INC.(PLD) | 147,828 | 149,038 | +1,210 | 18,871,707 | 19,699,856 | 6.36% | +828,149 |
| WILLIAMS COS INC(WMB) | 61,760 | 61,760 | 0 | 3,712,394 | 4,494,893 | 1.45% | +782,499 |
| WORLD GOLD TR(GLDM) | 69,111 | 70,501 | +1,390 | 5,900,006 | 6,534,738 | 2.11% | +634,732 |
| EQUITY LIFESTYLE PROPERTIES(ELS) | 194,895 | 196,584 | +1,689 | 11,812,609 | 12,270,773 | 3.96% | +458,164 |
| ISHARES SILVER TR(SLV) | 119,501 | 119,501 | 0 | 7,698,254 | 8,142,798 | 2.63% | +444,544 |
| PUBLIC STORAGE OPER CO(PSA) | 30,163 | 30,497 | +334 | 7,827,209 | 8,261,035 | 2.67% | +433,826 |
| ETFS GOLD TR(SGOL) | 15,487 | 20,093 | +4,606 | 636,206 | 896,550 | 0.29% | +260,344 |
| ISHARES TR | 6,298 | 6,298 | 0 | 756,894 | 782,904 | 0.25% | +26,010 |
| ISHARES TR CORE MSCI EAFE | 20,507 | 20,507 | 0 | 1,834,556 | 1,856,499 | 0.60% | +21,943 |
| ISHARES INC CORE MSCI EMKT | 7,339 | 7,324 | -15 | 493,328 | 510,849 | 0.17% | +17,521 |
| PEBBLEBROOK HOTEL TR(PEB) | 12,000 | 12,000 | 0 | 135,840 | 151,560 | 0.05% | +15,720 |
| ISHARES TR | 11,268 | 11,268 | 0 | 1,082,066 | 1,094,461 | 0.35% | +12,395 |
| VANGUARD SCOTTSDALE FDS VNG RUS1000VAL | 7,825 | 7,825 | 0 | 722,247 | 733,515 | 0.24% | +11,268 |
| TANGER INC(SKT) | 8,000 | 8,000 | 0 | 266,960 | 271,840 | 0.09% | +4,880 |
| ISHARES TR | 2,488 | 2,494 | +6 | 352,027 | 345,095 | 0.11% | -6,932 |
| ISHARES TR ESG AWR MSCI USA | 2,532 | 2,532 | 0 | 377,217 | 358,075 | 0.12% | -19,142 |
| ALPHABET INC(GOOG) | 720 | 720 | 0 | 225,936 | 206,539 | 0.07% | -19,397 |
| AMAZON COM INC(AMZN) | 1,200 | 1,200 | 0 | 276,984 | 249,924 | 0.08% | -27,060 |
| ISHARES TR | 1,100 | 1,100 | 0 | 753,434 | 718,531 | 0.23% | -34,903 |
| VANGUARD INDEX FDS | 3,800 | 3,800 | 0 | 1,196,240 | 1,135,630 | 0.37% | -60,610 |
| NVIDIA CORPORATION(NVDA) | 3,151 | 2,920 | -231 | 587,661 | 509,248 | 0.16% | -78,413 |
| APPLE INC(AAPL) | 4,951 | 4,951 | 0 | 1,345,979 | 1,256,514 | 0.41% | -89,465 |
| ALPHABET INC(GOOG) | 3,540 | 3,540 | 0 | 1,108,020 | 1,017,962 | 0.33% | -90,058 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 9,255 | 7,774 | -1,481 | 737,866 | 616,271 | 0.20% | -121,595 |
| MICROSOFT CORP(MSFT) | 1,275 | 1,275 | 0 | 616,615 | 471,967 | 0.15% | -144,648 |
| VANGUARD INTL EQUITY INDEX F | 66,310 | 62,883 | -3,427 | 3,564,852 | 3,398,852 | 1.10% | -166,000 |
| VANGUARD INDEX FDS | 352 | 0 | -352 | 220,750 | 0 | — | -220,750 |
| VANGUARD INTL EQUITY INDEX F | 70,500 | 70,103 | -397 | 9,944,783 | 9,696,594 | 3.13% | -248,189 |
| AMERICOLD REALTY TRUST INC(COLD) | 555,865 | 555,865 | 0 | 7,148,424 | 6,370,213 | 2.06% | -778,211 |
| VANGUARD INDEX FDS | 46,856 | 46,265 | -591 | 15,709,290 | 14,842,333 | 4.80% | -866,957 |
| BROADCOM INC(AVGO) | 3,147 | 0 | -3,147 | 1,089,177 | 0 | — | -1,089,177 |
| VANGUARD TAX-MANAGED FDS | 230,974 | 200,180 | -30,794 | 14,428,946 | 12,827,561 | 4.14% | -1,601,385 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 75,639 | 69,811 | -5,828 | 51,579,513 | 45,400,863 | 14.67% | -6,178,650 |