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Lesley Tepper

Seven Post Investment Office Lp

Assets Managed
$309.535M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
10.67%(2Q avg: 5.71%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Seven Post Investment Office Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 309.535M in assets, with a quarterly growth rate of 10.67% and a 2-quarter average growth rate of 5.71%. The portfolio is managed by Lesley Tepper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 1.06%
24.36%
$75.39M
849,940 shares@ $88.71 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.7%
14.67%
$45.401M
69,811 shares@ $650.34 avg price
EQR
Equity Residential
Recent Activity
Increased 82.98%
11.34%
$35.081M
593,090 shares@ $59.16 avg price
PLD
Prologis Inc
Recent Activity
Increased 0.82%
6.37%
$19.7M
149,038 shares@ $132.19 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
New Position
4.88%
$15.081M
21 shares@ $718140.0 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.26%
4.8%
$14.842M
46,265 shares@ $320.82 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -13.33%
4.15%
$12.828M
200,180 shares@ $64.09 avg price
ELS
Equity Lifestyle Properties
Recent Activity
Increased 0.87%
3.97%
$12.271M
196,584 shares@ $62.42 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 0.83%
3.73%
$11.526M
304,608 shares@ $37.85 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -0.56%
3.14%
$9.697M
70,103 shares@ $138.32 avg price

1-10 of 36