Position in CBRE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$473,432
-$149,146 QoQ
Shares Held
3,495
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $44,710 across 1 Real Estate Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRG-PA |
Seritage Growth Properties
|
17,000 | $44,710 |
All Filings in CBRE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $473,432 | 3,495 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $622,578 | 3,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $717,213 | 4,552 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $661,226 | 4,719 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $662,661 | 5,067 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $653,035 | 4,974 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $694,846 | 5,582 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $593,917 | 6,665 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $689,430 | 7,090 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $709,531 | 7,622 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $612,003 | 8,286 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,358,994 | 16,838 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $597,478 | 8,206 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $524,944 | 6,821 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||