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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 $261,818,424
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - REAL ESTATE ETF
 817,700 $74,034,597 28.28%
2.
Spdr S & P 500 Etf Trust
 SPY 70,420 $39,392,337 15.05%
3.
Equity Residential
 EQR 317,040 $22,693,718 8.67%
4.
Ishares Tr
 163,736 $18,086,257 6.91%
5.
Prologis Inc.
 PLD 144,008 $16,098,625 6.15%
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)