News + Filings Holdings
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Seven Post Investment Office LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 70,361 | 2,664 | 31,189,749,000 | 5,300,563,000 | 9.50 | |
Hist
| 06/30/2023 |
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EQUITY RESIDENTIAL
| EQR | Common | 293,270 | 5,765 | 19,347,048,000 | 2,384,275,000 | 5.89 | |
Hist
| 06/30/2023 |
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Matson, Inc.
| MATX | Common | 106,977 | 737 | 8,315,301,000 | 1,674,239,000 | 2.53 | 0.30 |
Hist
| 06/30/2023 |
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PROLOGIS
| PLD | Common Stock | 155,099 | 972 | 19,019,842,000 | 1,645,117,000 | 5.80 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 753,365 | 879 | 62,951,153,000 | 886,134,000 | 19.18 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 20,687 | 8,686 | 1,396,373,000 | 656,631,000 | 0.43 | |
Hist
| 06/30/2023 |
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Public Storage
| PSA | Common | 27,966 | 1,091 | 8,162,800,000 | 632,672,000 | 2.49 | 0.02 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 4,409 | 106 | 1,503,469,000 | 174,272,000 | 0.46 | |
Hist
| 06/30/2023 |
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abrdn Gold ETF Trust
| SGOL | Common | 29,493 | 767 | 541,786,000 | 39,943,000 | 0.17 | 0.02 |
Hist
| 06/30/2023 |
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