Seven Post Investment Office LP

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$261M
Signature - Title
Lesley Tepper - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Seven Post Investment Office LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Seven Post Investment Office LP reported 33 stock holdings with total value $261M as of Q4 2024. Top holdings included VNQ, SPY, EQR, SHV, and VTI.
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