Seven Post Investment Office LP

Seven Post Investment Office LP reported 42 holdings worth US$352M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Seven Post Investment Office LP reported 42 holdings worth US$352M as of Jun 30, 2026. Largest: Equity Residential, Berkshire Hathaway Inc. and Prologis, Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
42
Value as reported
US$352M

The filing in full

CompanySharesValue as reported% of portfolio
Equity Residential603KUS$41M11.6%
Berkshire Hathaway Inc.48,470US$24.3M6.9%
Prologis, Inc.150KUS$20.3M5.8%
Equity Lifestyle Properties, Inc.198KUS$12.8M3.6%
Enterprise Products Partners L.p.307KUS$11.3M3.2%
Public Storage30,780US$9.8M2.8%
Americold Realty Trust, Inc.566KUS$8.9M2.5%
Oracle Corporation56,722US$8.31M2.4%
Williams Companies, Inc. (the)61,760US$4.59M1.3%
Apple Inc5,951US$1.72M0.49%
Lennox International, Inc.3,000US$1.72M0.49%
Nvidia Corporation5,093US$1.02M0.29%
Alphabet Inc (google) Class C2,652US$948K0.27%
Microsoft Corp.1,275US$476K0.14%
Jp Morgan Chase & Co.1,117US$366K0.10%
Costco Wholesale Corporation338US$316K0.09%
Tanger Inc.8,000US$316K0.09%
Goldman Sachs Group, Inc. (the)300US$303K0.09%
Amazon.com, Inc.1,200US$286K0.08%
Pebblebrook Hotel Trust12,000US$233K0.07%

Source

View original at SEC

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