Elevation Wealth Partners
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Elevation Wealth Partners’s Douglas Emmett DEI Stock Holding History

Elevation Wealth Partners’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65K Buy
172
+107
+165% +$1.23K ﹤0.01% 1263
2026
Q2 		$767 Hold
65
– – ﹤0.01% 1274
2026
Q1 		$613 Buy
+65
New +$669 ﹤0.01% 1033

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Elevation Wealth Partners's DEI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Douglas Emmett (DEI) stake by 165% in Q3 2026, buying an estimated $1.23K and bringing the position to 172 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Elevation Wealth Partners first reported a position in DEI in Q1 2026 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold DEI as of Q3 2026.

  • Elevation Wealth Partners held 172 shares of Douglas Emmett worth $1.65K as of Q3 2026.
  • Elevation Wealth Partners bought 107 Douglas Emmett shares in Q3 2026, an estimated $1.23K.
  • Douglas Emmett made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1263 holding.
  • Elevation Wealth Partners first reported a position in Douglas Emmett in Q1 2026 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.