BHPW
SRG

Beverly Hills Private Wealth’s Seritage Growth Properties SRG Stock Holding History

Beverly Hills Private Wealth’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.7K Hold
17,000
– – 0.01% 250
2026
Q1 		$47.8K Hold
17,000
– – 0.01% 341
2025
Q4 		$55.3K Hold
17,000
– – 0.01% 329
2025
Q3 		$72.3K Buy
+17,000
New +$59.4K 0.01% 338

Other funds holding SRG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
CCM
Clutterbuck Capital Management Cleveland, Ohio $176M AUM

Beverly Hills Private Wealth's SRG Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Seritage Growth Properties (SRG) position steady in Q2 2026 at 17,000 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #250.

Beverly Hills Private Wealth first reported a position in SRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $72.3K in Q3 2025. 72 funds tracked by Wall St. Rank hold SRG as of Q2 2026.

  • Beverly Hills Private Wealth held 17,000 shares of Seritage Growth Properties worth $44.7K as of Q2 2026.
  • Beverly Hills Private Wealth left its Seritage Growth Properties share count unchanged in Q2 2026.
  • Seritage Growth Properties made up 0.01% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #250 holding.
  • Beverly Hills Private Wealth first reported a position in Seritage Growth Properties in Q3 2025 and has held it in 4 quarters since.
  • Beverly Hills Private Wealth's Seritage Growth Properties position peaked at $72.3K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.