Seven Post Investment Office LP

Q1 2020 13F Combination Report, Restatement, Stock Holdings

Signature - Title
Eldridge Gray - Managing Director
Location
San Francisco, CA
Holdings as of
31 Mar 2020
Value $
$190,799,000
Num holdings
39
Filing time
18 Mar 2022, 13:30:43 UTC
Form type
13F-HR/A-1 - Restatement
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included LII, VNQ, SPY, VEA, and ALEX.
Previous filing
Q4 2019 - 13 Feb 2020
Next filing
Q2 2020 - 18 Mar 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q1 - Restatement compared to 2019 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Eldridge Gray Managing Director San Francisco, California 18 Mar 2022

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