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Livermore
Livermore
ZHEN

Seven Post Investment Office LP

SEC CIK
0001554308
Latest filing
Jul 28, 2026

The latest 13F from Seven Post Investment Office LP covers Q2 2026 (filed Jul 28, 2026): 42 long positions worth $352.3M. The top 10 holdings make up 78.9% of the portfolio, and the largest is Vanguard Real Estate ETF at 23.5%. Livermore has 28 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$11.2M
Added
14
Est. +$4.68M
Reduced
7
Est. −$1.31M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Real Estate ETF922908553
    23.5%$82.7M
  2. SPYSPDR S&P 500 ETF Trust
    14.8%$52.2MHistory
  3. VMRKVivmark Residential
    11.6%$41.0MHistory
  4. PLDPrologis, Inc.
    5.8%$20.3MHistory
  5. Vanguard Morningstar Total Stock Market ETF922908769
    4.8%$17.0M

Share of portfolio

Top 5 holdings and the other 37 positions, by share of portfolio value

  1. Vanguard Real Estate ETF23.5%
  2. SPY14.8%
  3. VMRK11.6%
  4. PLD5.8%
  5. Vanguard Morningstar Total Stock Market ETF4.8%
  6. Other 37 positions39.5%

Biggest buys

New and added positions, by estimated amount bought

  1. ORCLOracle Corp
    +$8.31MNewHistory
  2. LIILennox International Inc
    +$1.72MNewHistory
  3. BRK.BBerkshire Hathaway Inc
    +$871.2KAddedHistory
  4. Vanguard Real Estate ETF922908553
    +$715.8KAdded
  5. GLDMWorld Gold Trust
    +$702.6KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ORCLOracle Corp
    +2.36 pp0.0% → 2.4%History
  2. LIILennox International Inc
    +0.49 pp0.0% → 0.5%History
  3. COLDAmericold Realty Trust
    +0.47 pp2.1% → 2.5%History
  4. VMRKVivmark Residential
    +0.30 pp11.3% → 11.6%History
  5. SPYSPDR S&P 500 ETF Trust
    +0.15 pp14.7% → 14.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GOOGLAlphabet Inc.
    −$571.8KReducedHistory
  2. Vanguard Ftse Developed Markets ETF921943858
    −$235.6KReduced
  3. iShares Core MSCI Eafe ETF46432F842
    −$189.2KReduced
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −$121.0KReduced
  5. Vanguard Ftse Emerging Markets ETF922042858
    −$105.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Ftse Developed Markets ETF921943858
    −0.16 pp4.1% → 4.0%
  2. GOOGLAlphabet Inc.
    −0.13 pp0.3% → 0.2%History
  3. iShares Core MSCI Eafe ETF46432F842
    −0.09 pp0.6% → 0.5%
  4. Vanguard Ftse Emerging Markets ETF922042858
    −0.06 pp1.1% → 1.0%
  5. Vanguard Scottsdale FDS92206C409
    −0.03 pp0.2% → 0.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$352.3M
+$42.7M (+13.8%) vs. prior quarter
Positions
42
+6 vs. prior quarter
Top 10 concentration
78.9%
Top 10 as share of value
Turnover
0.4%
Q2 2026, one quarter
Average holding period
17.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $661.7M (Q3 2024)

Q1 2021: $286.0MQ2 2021: $330.9MQ3 2021: $320.9MQ4 2021: $369.5MQ1 2022: $327.1MQ2 2022: $268.4MQ3 2022: $256.6MQ4 2022: $284.1MQ1 2023: $277.1MQ2 2023: $323.2MQ3 2023: $356.8MQ4 2023: $391.7MQ1 2024: $409.6MQ2 2024: $539.9MQ3 2024: $661.7MQ4 2024: $261.2MQ1 2025: $261.8MQ2 2025: $265.5MQ3 2025: $277.6MQ4 2025: $279.7MQ1 2026: $309.5MQ2 2026: $352.3M
Q1 2021Q2 2026
13F filings of Seven Post Investment Office LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 202642$352.3MVanguard Real Estate ETFSPYVMRKvs. Q1 2026SEC
Q1 2026May 14, 202636$309.5MVanguard Real Estate ETFSPYVMRKvs. Q4 2025SEC
Q4 2025Jan 29, 202637$279.7MVanguard Real Estate ETFSPYVMRKvs. Q3 2025SEC
Q3 2025Oct 30, 202533$277.6MVanguard Real Estate ETFSPYVMRKvs. Q2 2025SEC
Q2 2025Jul 15, 202534$265.5MVanguard Real Estate ETFSPYVMRKvs. Q1 2025SEC
Q1 2025Apr 17, 202533$261.8MVanguard Real Estate ETFSPYVMRKvs. Q4 2024SEC
Q4 2024Jan 16, 202533$261.2MVanguard Real Estate ETFSPYVMRKvs. Q3 2024SEC
Q3 2024Oct 31, 202455$661.7MLIIINTUVanguard Real Estate ETFvs. Q2 2024SEC
Q2 2024Aug 5, 202455$539.9MLIIINTUVanguard Real Estate ETFvs. Q1 2024SEC
Q1 2024Apr 25, 202455$409.6MLIIVanguard Real Estate ETFSPYvs. Q4 2023SEC
Q4 2023Feb 6, 202452$391.7MLIIVanguard Real Estate ETFSPYvs. Q3 2023SEC
Q3 2023Nov 2, 202352$356.8MLIIVanguard Real Estate ETFSPYvs. Q2 2023SEC
Q2 2023Aug 8, 202353$323.2MLIIVanguard Real Estate ETFSPYvs. Q1 2023SEC
Q1 2023May 2, 202355$277.1MVanguard Real Estate ETFLIISPYvs. Q4 2022SEC
Q4 2022Jan 31, 202354$284.1MVanguard Real Estate ETFLIISPYvs. Q3 2022SEC
Q3 2022Nov 7, 202243$256.6MVanguard Real Estate ETFLIISPYvs. Q2 2022SEC
Q2 2022Aug 8, 202247$268.4MVanguard Real Estate ETFLIISPYvs. Q1 2022SEC
Q1 2022May 11, 202248$327.1MVanguard Real Estate ETFLIISPYvs. Q4 2021SEC
Q4 2021Feb 14, 202248$369.5MVanguard Real Estate ETFLIIVMRKvs. Q3 2021SEC
Q3 2021Mar 18, 2022Amended48$320.9MVanguard Real Estate ETFLIIVMRKvs. Q2 2021SECSEC
Q2 2021Mar 18, 2022Amended49$330.9MLIIVanguard Real Estate ETFVMRKvs. Q1 2021SECSEC
Q1 2021Mar 18, 2022Amended42$286.0MLIIVanguard Real Estate ETFVMRK–SECSEC