Skip to main content

Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Beverly Hills Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of DOC by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−9,528−100.0%Sold outHolders
Q2 20239,528$202.3K<0.1%+9,528NewHolders