Seven Post Investment Office LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$540M
Signature - Title
Lesley Tepper - Chief Compliance Officer
Location
One Montgomery Street, Suite 3150, San Francisco, CA
Holdings Value

List of Other Managers Reporting for Seven Post Investment Office LP:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 55 $540M +$121M -$8.02M +$113M LII, INTU, VNQ, SPY, EQR 13F-HR 8/5/2024, 04:11 PM
Q1 2024 55 $410M +$4.95M -$5.66M -$706K LII, VNQ, SPY, PLD, EQR 13F-HR 4/25/2024, 09:44 AM
Q4 2023 52 $392M +$9.43M -$26.1M -$16.7M LII, VNQ, SPY, PLD, EQR 13F-HR 2/6/2024, 02:52 PM
Q3 2023 52 $357M +$36M -$1.49M +$34.5M LII, VNQ, SPY, GOOGL, PLD 13F-HR 11/2/2023, 02:23 PM
Q2 2023 53 $323M +$27.1M -$7.46M +$19.6M LII, VNQ, SPY, EQR, PLD 13F-HR 8/8/2023, 01:01 PM
Q1 2023 55 $277M +$2.08M -$22.8M -$20.8M VNQ, LII, SPY, PLD, VEA 13F-HR 5/2/2023, 01:58 PM
Q4 2022 54 $284M +$22.2M -$2.87M +$19.4M VNQ, LII, SPY, PLD, EQR 13F-HR 1/31/2023, 02:23 PM
Q3 2022 43 $257M +$13.6M -$8.22M +$5.37M VNQ, LII, SPY, EQR, PLD 13F-HR 11/7/2022, 01:25 PM
Q2 2022 47 $268M +$10.6M -$8.92M +$1.66M VNQ, LII, SPY, EQR, ELS 13F-HR 8/8/2022, 04:10 PM
Q1 2022 48 $327M +$14.7M -$28.6M -$13.9M VNQ, LII, SPY, EQR, PLD 13F-HR 5/11/2022, 12:39 PM
Q4 2021 48 $370M +$17.1M -$993K +$16.1M VNQ, LII, EQR, SPY, ELS 13F-HR 2/14/2022, 01:37 PM
Q3 2021 4 $70M $0 $0 EQR, ELS, PLD, PSA New Holdings 3/18/2022, 02:05 PM
Q3 2021 48 $321M +$27.6M -$27.1M +$477K VNQ, LII, EQR, ELS, SPY Restatement 3/18/2022, 02:03 PM
Q2 2021 12 $150M $0 $0 VNQ, EQR, ELS, PLD, PSA New Holdings 3/18/2022, 02:01 PM
Q2 2021 49 $331M +$28.7M -$15.2M +$13.6M LII, VNQ, EQR, ELS, SPY Restatement 3/18/2022, 01:55 PM
Q1 2021 10 $133M $0 $0 VNQ, EQR, ELS, PLD, PSA New Holdings 3/18/2022, 01:52 PM
Q1 2021 42 $286M +$16.6M -$1.18M +$15.5M LII, VNQ, EQR, ELS, SPY Restatement 3/18/2022, 01:49 PM
Q4 2020 11 $111M $0 $0 VNQ, EQR, PLD, ELS, PSA New Holdings 3/18/2022, 01:46 PM
Q4 2020 33 $135M +$1.83M -$118M -$116M LII, SPY, VT, VEA, VTI Restatement 3/18/2022, 01:42 PM
Q3 2020 10 $104M $0 $0 VNQ, EQR, PLD, ELS, PSA New Holdings 3/18/2022, 01:40 PM
Q3 2020 42 $240M +$17.9M -$19.1M -$1.2M LII, VNQ, EQR, SPY, PLD Restatement 3/18/2022, 01:39 PM
Q2 2020 10 $106M $0 $0 VNQ, SPY, PLD, ELS, PSA New Holdings 3/18/2022, 01:37 PM
Q2 2020 39 $224M +$9.18M -$3.74M +$5.44M LII, VNQ, SPY, VEA, PLD Restatement 3/18/2022, 01:36 PM
Q1 2020 4 $4.12M $0 $0 VCSH, BND, VMBS, VV New Holdings 3/18/2022, 01:33 PM
Q1 2020 35 $187M +$86.5M -$2.86M +$83.6M LII, VNQ, SPY, VEA, ALEX Restatement 3/18/2022, 01:30 PM
Q4 2019 28 $138M +$5.43M -$8.36M -$2.93M LII, SPY, ALEX, VEA, MATX 13F-HR 2/13/2020, 04:06 PM
Q3 2019 25 $140M +$1.96M $0 +$1.96M LII, SPY, ALEX, VEA, MATX 13F-HR 11/6/2019, 09:58 AM
Q2 2019 22 $147M +$6.81M -$3.65M +$3.16M LII, SPY, ALEX, VEA, MATX 13F-HR 8/12/2019, 04:06 PM
Q1 2019 22 $141M +$1.51M -$5.64M -$4.13M LII, ALEX, SPY, MATX, PFPT 13F-HR 5/13/2019, 04:20 PM
Q4 2018 20 $119M +$9.88M -$2.59M +$7.29M LII, ALEX, SPY, PFPT, MATX 13F-HR 2/12/2019, 04:29 PM
Q3 2018 16 $120M +$95.7M -$171K +$95.5M LII, ALEX, SPY, MATX, VEA 13F-HR 11/14/2018, 12:58 PM
Q2 2018 5 $23.8M +$193K $0 +$193K SPY, VEA, VWO, VT, EFA 13F-HR 8/7/2018, 07:50 PM
Q1 2018 5 $23.9M +$1.3M $0 +$1.3M SPY, VEA, VWO, VT, EFA 13F-HR 5/2/2018, 06:36 PM
Q4 2017 5 $22.8M +$5.16K -$161K -$156K SPY, VEA, VWO, VT, EFA 13F-HR 2/12/2018, 11:15 AM
Q3 2017 5 $21.9M +$106K $0 +$106K SPY, VEA, VWO, VT, EFA 13F-HR 11/3/2017, 01:53 PM
Q2 2017 5 $20.8M +$11K -$183K -$172K SPY, VEA, VWO, VT, EFA 13F-HR 7/27/2017, 11:13 AM
Q1 2017 5 $20.3M +$26.1K -$180K -$154K SPY, VEA, VWO, VT, EFA 13F-HR 5/9/2017, 02:52 PM
Q4 2016 5 $19M $0 -$620K -$620K SPY, VEA, VWO, VT, EFA 13F-HR 1/30/2017, 11:43 AM
Q3 2016 5 $19.7M +$79.1K -$109K -$30K SPY, VEA, VWO, VT, EFA 13F-HR 11/9/2016, 03:36 PM
Q2 2016 5 $18.8M +$58.1K -$4.21M -$4.15M SPY, VEA, VWO, VT, EFA 13F-HR 8/9/2016, 10:16 AM
Q1 2016 5 $22.8M +$751K -$3.48M -$2.73M SPY, VEA, VWO, VT, EFA 13F-HR 5/10/2016, 11:58 AM
Q4 2015 5 $25.3M $0 -$88M -$88M SPY, VWO, VEA, VT, EFA 13F-HR 2/8/2016, 01:06 PM
Q3 2015 7 $113M +$20.4M -$16.9M +$3.49M VWO, ALEX, SPY, VEA, MATX 13F-HR 10/28/2015, 08:02 AM
Q2 2015 8 $127M +$6.89M $0 +$6.89M VWO, ALEX, IEMG, SPY, VEA 13F-HR 7/24/2015, 04:57 PM
Q1 2015 8 $122M +$6.81M -$2.19M +$4.62M VWO, ALEX, IEMG, SPY, VEA 13F-HR 5/12/2015, 07:01 PM
Q4 2014 8 $112M +$10.2M -$19.4M -$9.16M VWO, ALEX, IEMG, VEA, SPY 13F-HR 2/13/2015, 09:21 PM
Q3 2014 8 $122M +$35.1M $0 +$35.1M VWO, ALEX, SPY, IEMG, VEA 13F-HR 10/16/2014, 07:22 AM
Q2 2014 6 $84.7M $0 $0 VWO, SPY, VEA, IEMG, VT 13F-HR 8/14/2014, 02:28 PM
Q1 2014 6 $84.7M +$3.69M -$6.93M -$3.24M VWO, SPY, VEA, IEMG, VT 13F-HR 4/29/2014, 09:16 AM
Q4 2013 8 $88.9M $0 $0 VWO, VEA, SPY, IEMG, VT 13F-HR 2/18/2014, 07:22 AM