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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 $261,231,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - REAL ESTATE ETF
 809,447 $72,105,530 27.6%
2.
Spdr S & P 500 Etf Trust
 SPY 71,104 $41,672,675 15.95%
3.
Equity Residential
 EQR 314,063 $22,537,182 8.62%
4.
Ishares Tr
 165,614 $18,235,774 6.98%
5.
Vanguard Index Fds
 58,523 $16,960,494 6.49%
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)