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Home > Institutional Investor > Seven Post Investment Office Lp > Profile

Instuitional Investor - Seven Post Investment Office Lp

Fund Profile
Filing Period:
Fund Name: Seven Post Investment Office Lp
Portfolio Value $265,453,498
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - REAL ESTATE ETF
 825,347 $73,505,405 27.69%
2.
Spdr S & P 500 Etf Trust
 SPY 71,865 $44,401,740 16.73%
3.
Equity Residential
 EQR 319,190 $21,542,156 8.12%
4.
Vanguard Index Fds
 51,338 $15,603,208 5.88%
5.
Prologis Inc.
 PLD 145,392 $15,283,555 5.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)