Carson Wealth (CWM LLC)’s Douglas Emmett DEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $365K | Buy |
38,754
+23,423
| +153% | +$241K | ﹤0.01% | 2252 |
|
|
2025
Q4 | $168K | Buy |
15,331
+7,593
| +98% | +$95.2K | ﹤0.01% | 2704 |
|
|
2025
Q3 | $120K | Buy |
7,738
+1,048
| +16% | +$16.4K | ﹤0.01% | 2833 |
|
|
2025
Q2 | $101K | Sell |
6,690
-752
| -10% | -$10.9K | ﹤0.01% | 2711 |
|
|
2025
Q1 | $119K | Sell |
7,442
-89
| -1% | -$1.51K | ﹤0.01% | 2275 |
|
|
2024
Q4 | $140K | Buy |
7,531
+176
| +2% | +$3.28K | ﹤0.01% | 2063 |
|
|
2024
Q3 | $129K | Buy |
7,355
+55
| +0.8% | +$851 | ﹤0.01% | 2024 |
|
|
2024
Q2 | $97K | Buy |
7,300
+711
| +11% | +$9.64K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $91K | Buy |
6,589
+431
| +7% | +$5.9K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $89K | Buy |
6,158
+216
| +4% | +$2.74K | ﹤0.01% | 1829 |
|
|
2023
Q3 | $76K | Sell |
5,942
-424
| -7% | -$5.73K | ﹤0.01% | 1806 |
|
|
2023
Q2 | $80K | Buy |
6,366
+2,691
| +73% | +$32.5K | ﹤0.01% | 1684 |
|
|
2023
Q1 | $45K | Buy |
3,675
+1,169
| +47% | +$17K | ﹤0.01% | 1933 |
|
|
2022
Q4 | $39K | Buy |
2,506
+2,302
| +1,128% | +$38.3K | ﹤0.01% | 1891 |
|
|
2022
Q3 | $4K | Sell |
204
-1,560
| -88% | -$33.3K | ﹤0.01% | 3154 |
|
|
2022
Q2 | $39K | Buy |
1,764
+1,440
| +444% | +$40.2K | ﹤0.01% | 1740 |
|
|
2022
Q1 | $11K | Buy |
324
+173
| +115% | +$5.67K | ﹤0.01% | 2409 |
|
|
2021
Q4 | $5K | Buy |
+151
| New | +$5.11K | ﹤0.01% | 2705 |
|
|
2021
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2634 |
|
|
2021
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2633 |
|
|
2020
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2632 |
|
|
2020
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2631 |
|
|
2020
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2631 |
|
|
2019
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2631 |
|
|
2019
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2631 |
|
|
2019
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2631 |
|
|
2019
Q1 | $2K | Sell |
63
-258
| -80% | -$9.81K | ﹤0.01% | 2630 |
|
|
2018
Q4 | $11K | Sell |
321
-21
| -6% | -$754 | ﹤0.01% | 1296 |
|
|
2018
Q3 | $13K | Buy |
342
+21
| +7% | +$819 | ﹤0.01% | 1076 |
|
|
2018
Q2 | $13K | Hold |
321
| – | – | ﹤0.01% | 926 |
|
|
2018
Q1 | $12K | Sell |
321
-137
| -30% | -$5.13K | ﹤0.01% | 809 |
|
|
2017
Q4 | $19K | Buy |
458
+51
| +13% | +$2.06K | ﹤0.01% | 708 |
|
|
2017
Q3 | $16K | Buy |
+407
| New | +$15.6K | ﹤0.01% | 764 |
|
Other funds holding DEI
FPA
Carson Wealth (CWM LLC)'s DEI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Douglas Emmett (DEI) stake by 153% in Q1 2026, buying an estimated $241K and bringing the position to 38,754 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.
Carson Wealth (CWM LLC) first reported a position in DEI in Q3 2017 and has held it in 34 quarters since. 265 funds tracked by Wall St. Rank hold DEI as of Q1 2026.
- Carson Wealth (CWM LLC) held 38,754 shares of Douglas Emmett worth $365K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 23,423 Douglas Emmett shares in Q1 2026, an estimated $241K.
- Douglas Emmett made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2252 holding.
- Carson Wealth (CWM LLC) first reported a position in Douglas Emmett in Q3 2017 and has held it in 34 quarters since.
- 265 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.