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Disclosery

Corient Private Wealth LP: BBRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on BBRE, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 25,387 BBRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 25,387 shares
    Change vs previous 13F -2,155 shares

    <0.01% of the 13F portfolio, value $2,723,231.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,542 shares
    Change vs previous 13F -909 shares

    <0.01% of the 13F portfolio, value $2,635,432.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 28,451 shares
    Change vs previous 13F -10,254 shares

    <0.01% of the 13F portfolio, value $2,634,298.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,705 shares
    Change vs previous 13F -3,525 shares

    0.01% of the 13F portfolio, value $3,695,588.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 42,230 shares
    Change vs previous 13F -2,786 shares

    0.01% of the 13F portfolio, value $3,889,760.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,016 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $4,232,037.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,975 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,211,517.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).