Harrison Street Private Wealth LLC has filed its quarterly 13F-HR report with the SEC, providing insights into its investment holdings as of September 30, 2026. This filing is crucial for understanding the firm's investment strategies and asset allocation.

Background

Harrison Street Private Wealth LLC is an investment management firm based in Denver, Colorado. The firm specializes in wealth management and investment strategies. Its recent filings include a 13F-HR on October 26, 2026, and prior forms such as N-PX and 40-APP/A in August 2026.

What the Filing Says

The filing, dated October 26, 2026, indicates that the report period covers holdings as of September 30, 2026. Specific details regarding the investments were not disclosed in the filing.

Impact

This filing may affect various stakeholders, including investors and analysts who track the firm’s investment strategies. Competitors in the investment management sector will also be analyzing this data to inform their own strategies.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR filing was accepted on October 26, 2026, and indicates that it contains two documents. The period of the report specifically covers the holdings as of September 30, 2026, which is a standard reporting timeframe for institutional investment managers.

Company Information

Harrison Street Private Wealth LLC is incorporated in Delaware and has a Central Index Key (CIK) of 0001542826. The firm’s Employer Identification Number (EIN) is 208672981. Its business address is located at 5050 S. Syracuse St., Suite 1100, Denver, CO 80237, and it can be reached at the phone number 720-543-0189.

Document Format

The filing includes various document formats, such as primary documents in both HTML and XML formats, and an information table detailing the firm’s investment holdings. The complete submission text file is also available for further review.

Omitted Information

The filing does not provide specific details about the individual investments held by Harrison Street Private Wealth LLC, including names of securities, values, or the number of shares held. This lack of detail limits the ability to analyze the firm's investment strategy comprehensively.