HARRISON STREET PRIVATE WEALTH LLC

PrivateCIK: 1542826
Location

DENVER, CO

21
Positions
$70.98M
Total AUM (reported)
919.73K
Total Shares

Allocation by class

TOTAL AUM$70.98M21 positions
COM$70.98M100.0%

Portfolio Concentration

Top 321.8%4–1040.0%11–2538.3%TOP 1061.7%0%100%
Top 3$15.47M21.8%
4–10$28.36M40.0%
11–25$27.16M38.3%

Top 3 weight

21.8%

Top 10 weight

61.7%

Voting Authority Distribution

Total shares with voting rights: 919.73K

Sole

Full voting authority

919.73K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:

UNION PACIFIC CORP

SOLE
COM
Shares20.86K
TypeSH
Market value$5.67M
7.99%
Sole
20.86K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares68.65K
TypeSH
Market value$5.10M
7.19%
Sole
68.65K
Shared
0.00
None
0.00

CENTERPOINT ENERGY INC

SOLE
COM
Shares106.49K
TypeSH
Market value$4.69M
6.61%
Sole
106.49K
Shared
0.00
None
0.00

ATMOS ENERGY CORP

SOLE
COM
Shares26.45K
TypeSH
Market value$4.56M
6.42%
Sole
26.45K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares53.45K
TypeSH
Market value$4.29M
6.05%
Sole
53.45K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares48.19K
TypeSH
Market value$4.23M
5.96%
Sole
48.19K
Shared
0.00
None
0.00

CANADIAN NATL RAILWAY CO /CAD/

SOLE
COM
Shares34.29K
TypeSH
Market value$4.09M
5.76%
Sole
34.29K
Shared
0.00
None
0.00

TARGA RESOURCES CORP

SOLE
COM
Shares14.80K
TypeSH
Market value$3.97M
5.59%
Sole
14.80K
Shared
0.00
None
0.00

ENTERGY CORP

SOLE
COM
Shares33.34K
TypeSH
Market value$3.83M
5.39%
Sole
33.34K
Shared
0.00
None
0.00

AMERICAN ELECTRIC POWER

SOLE
COM
Shares24.81K
TypeSH
Market value$3.39M
4.78%
Sole
24.81K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares69.03K
TypeSH
Market value$3.28M
4.62%
Sole
69.03K
Shared
0.00
None
0.00

P G & E CORP

SOLE
COM
Shares192.74K
TypeSH
Market value$3.24M
4.57%
Sole
192.74K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares34.49K
TypeSH
Market value$3.20M
4.51%
Sole
34.49K
Shared
0.00
None
0.00

TC ENERGY CORP /CAD/

SOLE
COM
Shares46.79K
TypeSH
Market value$3.10M
4.36%
Sole
46.79K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares18.01K
TypeSH
Market value$2.95M
4.15%
Sole
18.01K
Shared
0.00
None
0.00

FERROVIAL NV /EUR/

SOLE
COM
Shares42.47K
TypeSH
Market value$2.91M
4.10%
Sole
42.47K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM
Shares11.01K
TypeSH
Market value$2.63M
3.71%
Sole
11.01K
Shared
0.00
None
0.00

AMEREN CORPORATION

SOLE
COM
Shares21.58K
TypeSH
Market value$2.44M
3.44%
Sole
21.58K
Shared
0.00
None
0.00

FIRSTENERGY CORP

SOLE
COM
Shares32.38K
TypeSH
Market value$1.54M
2.17%
Sole
32.38K
Shared
0.00
None
0.00

CONSOLIDATED EDISON INC

SOLE
COM
Shares12.08K
TypeSH
Market value$1.34M
1.88%
Sole
12.08K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
COM
Shares7.82K
TypeSH
Market value$534.0K
0.75%
Sole
7.82K
Shared
0.00
None
0.00