# EDGAR Filing Document

**Accession Number:** 0001554308
**File Stem:** 0001172661-26-001848
**Filing Date:** 2026-5
**Character Count:** 7669
**Document Hash:** b08c1507cde433e048cfd0c5cdce2853
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001848.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001172661-26-001848

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Seven Post Investment Office LP
- **CENTRAL INDEX KEY:** 0001554308

**ORGANIZATION NAME:**
- **EIN:** 320334017
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15323
- **FILM NUMBER:** 26975429

**BUSINESS ADDRESS:**
- **STREET 1:** ONE MONTGOMERY STREET, SUITE 3150
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104
- **BUSINESS PHONE:** 415-341-9200

**MAIL ADDRESS:**
- **STREET 1:** ONE MONTGOMERY STREET, SUITE 3150
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Seven Post Investment Office LP<br>**Address:** One Montgomery Street Suite 3150<br>San Francisco, CA 94104

**Form 13F File Number:** 028-15323

**CRD Number (if applicable):** 000157435

**SEC File Number (if applicable):** 801-72411

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lesley Tepper<br>**Title:** Chief Compliance Officer<br>**Phone:** 415-341-9200

**Signature, Place, and Date of Signing:**

/s/ Lesley Tepper  San Francisco, CA  05-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 36

**Form 13F Information Table Value Total:** $309535424

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 028-04558              |    000114310 | 801-60485         |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1017962 | 3540 | SH |  | SOLE |  | 3540 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 206539 | 720 | SH |  | SOLE |  | 720 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 249924 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| AMERICOLD REALTY TRUST INC | COM | 03064D108 |  | 6370213 | 555865 | SH |  | SOLE |  | 555865 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1256514 | 4951 | SH |  | SOLE |  | 4951 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 15080940 | 21 | SH |  | SOLE |  | 21 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 7332718 | 15302 | SH |  | SOLE |  | 14649 | 0 | 653 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 11526367 | 304608 | SH |  | SOLE |  | 304608 | 0 | 0 |
| EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 |  | 12270773 | 196584 | SH |  | SOLE |  | 196584 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 35081276 | 593090 | SH |  | SOLE |  | 592119 | 0 | 971 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 896550 | 20093 | SH |  | SOLE |  | 20093 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 510849 | 7324 | SH |  | SOLE |  | 7324 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 8142798 | 119501 | SH |  | SOLE |  | 119501 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1856499 | 20507 | SH |  | SOLE |  | 20507 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 782904 | 6298 | SH |  | SOLE |  | 6298 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 718531 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 358075 | 2532 | SH |  | SOLE |  | 2532 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 345095 | 2494 | SH |  | SOLE |  | 2494 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1094461 | 11268 | SH |  | SOLE |  | 11268 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 471967 | 1275 | SH |  | SOLE |  | 1275 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 509248 | 2920 | SH |  | SOLE |  | 2920 | 0 | 0 |
| PEBBLEBROOK HOTEL TR | COM | 70509V100 |  | 151560 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 19699856 | 149038 | SH |  | SOLE |  | 149038 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 8261035 | 30497 | SH |  | SOLE |  | 30497 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 45400863 | 69811 | SH |  | SOLE |  | 69811 | 0 | 0 |
| TANGER INC | COM | 875465106 |  | 271840 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 1135630 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 75389680 | 849940 | SH |  | SOLE |  | 849940 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 14842333 | 46265 | SH |  | SOLE |  | 32781 | 0 | 13484 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3398852 | 62883 | SH |  | SOLE |  | 62883 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 9696594 | 70103 | SH |  | SOLE |  | 70103 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 616271 | 7774 | SH |  | SOLE |  | 911 | 0 | 6863 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 733515 | 7825 | SH |  | SOLE |  | 7825 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 12827561 | 200180 | SH |  | SOLE |  | 200180 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 4494893 | 61760 | SH |  | SOLE |  | 61760 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 6534738 | 70501 | SH |  | SOLE |  | 70501 | 0 | 0 |

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