Seven Post Investment Office LP

Q3 2021 13F Combination Report, New Holdings, Stock Holdings

Signature - Title
Lesley Tepper - Chief Compliance Officer
Location
San Francisco, CA
Holdings as of
30 Sep 2021
Value $
$70,026,000
Num holdings
4
Filing time
18 Mar 2022, 14:05:15 UTC
Form type
13F-HR/A-2 - New Holdings
Description
Top holdings included EQR, ELS, PLD, and PSA.
Previous filing
Q2 2021 - 18 Mar 2022
Next filing
Q4 2021 - 14 Feb 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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
Lesley Tepper Chief Compliance Officer 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