Harrison Street Private Wealth LLC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q3 2026
Holdings value ($000)
73,041
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/26/2026 21 73,041 13F-HR Harrison Street Private Wealth LLC
Q2 2026 7/21/2026 21 70,985 13F-HR Harrison Street Private Wealth LLC
Q1 2026 4/24/2026 21 75,533 13F-HR Harrison Street Private Wealth LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 73.04 K 100.0% 2.06 K 0 2.06 K
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Fund Snapshot

Q3 2026
Latest filed
10/26/2026
Total value ($000)
73,041
Holdings
21
QoQ value change ($000)
2,056 (2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.