Seven Post Investment Office LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR(SPY) | 71,865 | 75,199 | +3,334 | 44,401,740 | 50,095,984 | 18.04% | +5,694,244 |
| VANGUARD INDEX FDS | 825,347 | 833,186 | +7,839 | 73,505,405 | 76,169,907 | 27.44% | +2,664,502 |
| PROLOGIS INC.(PLD) | 145,392 | 146,673 | +1,281 | 15,283,555 | 16,796,978 | 6.05% | +1,513,423 |
| VANGUARD TAX-MANAGED FDS | 235,339 | 244,909 | +9,570 | 13,416,674 | 14,674,956 | 5.29% | +1,258,282 |
| VANGUARD INDEX FDS | 51,338 | 51,288 | -50 | 15,603,208 | 16,831,173 | 6.06% | +1,227,965 |
| ISHARES SILVER TR(SLV) | 119,501 | 119,501 | 0 | 3,920,828 | 5,063,257 | 1.82% | +1,142,429 |
| WORLD GOLD TR(GLDM) | 68,825 | 68,825 | 0 | 4,509,414 | 5,261,671 | 1.90% | +752,257 |
| VANGUARD INTL EQUITY INDEX F | 70,254 | 70,329 | +75 | 9,028,989 | 9,691,283 | 3.49% | +662,294 |
| VANGUARD INTL EQUITY INDEX F | 64,355 | 67,097 | +2,742 | 3,182,990 | 3,635,325 | 1.31% | +452,335 |
| ISHARES TR | 9,086 | 9,086 | 0 | 2,765,324 | 3,024,184 | 1.09% | +258,860 |
| APPLE INC(AAPL) | 4,951 | 4,951 | 0 | 1,015,797 | 1,260,673 | 0.45% | +244,876 |
| ISHARES TR | 3,860 | 3,860 | 0 | 2,396,674 | 2,583,498 | 0.93% | +186,824 |
| VANGUARD INDEX FDS | 3,800 | 3,800 | 0 | 1,084,140 | 1,169,868 | 0.42% | +85,728 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 302,130 | 302,130 | 0 | 9,369,051 | 9,447,605 | 3.40% | +78,554 |
| ISHARES TR | 20,507 | 20,507 | 0 | 1,711,924 | 1,790,466 | 0.64% | +78,542 |
| ISHARES TR | 6,298 | 6,298 | 0 | 688,308 | 748,391 | 0.27% | +60,083 |
| ETFS GOLD TR(SGOL) | 16,527 | 15,487 | -1,040 | 521,262 | 570,076 | 0.21% | +48,814 |
| ISHARES INC | 7,693 | 7,693 | 0 | 461,811 | 507,123 | 0.18% | +45,312 |
| WILLIAMS COS INC(WMB) | 61,760 | 61,760 | 0 | 3,879,146 | 3,912,496 | 1.41% | +33,350 |
| VANGUARD SCOTTSDALE FDS | 7,825 | 7,825 | 0 | 666,768 | 699,320 | 0.25% | +32,552 |
| MICROSOFT CORP(MSFT) | 1,275 | 1,275 | 0 | 634,198 | 660,386 | 0.24% | +26,188 |
| TANGER INC(SKT) | 8,000 | 8,000 | 0 | 244,640 | 270,720 | 0.10% | +26,080 |
| ISHARES TR | 2,532 | 2,532 | 0 | 342,580 | 368,659 | 0.13% | +26,079 |
| ISHARES TR | 2,488 | 2,488 | 0 | 319,957 | 343,941 | 0.12% | +23,984 |
| BERKSHIRE HATHAWAY INC DEL | 4,950 | 4,818 | -132 | 2,404,561 | 2,422,201 | 0.87% | +17,640 |
| VANGUARD INDEX FDS | 380 | 380 | 0 | 215,851 | 232,704 | 0.08% | +16,853 |
| PEBBLEBROOK HOTEL TR(PEB) | 12,000 | 12,000 | 0 | 119,880 | 136,680 | 0.05% | +16,800 |
| AMAZON COM INC(AMZN) | 1,200 | 1,200 | 0 | 263,268 | 263,484 | 0.09% | +216 |
| PUBLIC STORAGE OPER CO(PSA) | 29,524 | 29,821 | +297 | 8,663,009 | 8,613,751 | 3.10% | -49,258 |
| EQUITY LIFESTYLE PPTYS INC(ELS) | 191,726 | 193,318 | +1,592 | 11,823,761 | 11,734,393 | 4.23% | -89,368 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 3,000 | 0 | -3,000 | 408,960 | 0 | — | -408,960 |
| EQUITY RESIDENTIAL(EQR) | 319,190 | 321,344 | +2,154 | 21,542,156 | 20,800,570 | 7.49% | -741,586 |
| ISHARES TR | 20,289 | 11,268 | -9,021 | 1,813,634 | 1,052,093 | 0.38% | -761,541 |
| AMERICOLD REALTY TRUST INC(COLD) | 555,865 | 555,865 | 0 | 9,244,035 | 6,803,788 | 2.45% | -2,440,247 |