test

Lesley Tepper

@Seven Post Investment Office Lp

Latest period2024 - Q4ReportedManaged Assets$261.232MTotal holdings33
Assets growth rate-60.52%Assets growth rate (2-Q avg)-18.97%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seven Post Investment Office Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Seven Post Investment Office Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.232M in assets, with a quarterly growth rate of -60.52% and a 2-quarter average growth rate of -18.97%. The portfolio is managed by Lesley Tepper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNQVanguard Index Fds
Recent Activity
Increased 1.16%
27.61%
$72.106M
809,447 shares@ $89.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.54%
15.96%
$41.673M
71,104 shares@ $586.09 avg price
EQREquity Residential
Recent Activity
Increased 0.71%
8.63%
$22.537M
314,063 shares@ $71.77 avg price
SHVIshares Tr
Recent Activity
Increased 5.51%
6.99%
$18.236M
165,614 shares@ $110.12 avg price
ELSEquity Lifestyle Pptys Inc
Recent Activity
Increased 0.72%
4.82%
$12.574M
188,798 shares@ $66.6 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.51%
4.22%
$11.005M
230,137 shares@ $47.82 avg price
PSAPublic Storage Oper Co
Recent Activity
Increased 1%
3.34%
$8.707M
29,079 shares@ $299.44 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 0.23%
3.21%
$8.373M
71,272 shares@ $117.49 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 1539.15%
1.39%
$3.609M
69,418 shares@ $52.0 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 100.44%
0.24%
$604,566
25,127 shares@ $24.07 avg price