Essential Partners’s Douglas Emmett DEI Stock Holding History

Essential 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	$17.1K	Sell	1,782 -2,685	-60%	-$30.8K	0.01%	971
2026 Q2	$52.7K	Buy	4,467 +3,151	+239%	+$35.4K	0.02%	597
2026 Q1	$12.4K	Buy	1,316 +539	+69%	+$5.54K	﹤0.01%	1143
2025 Q4	$8.54K	Buy	777 +723	+1,339%	+$9.06K	﹤0.01%	1218
2025 Q3	$841	Buy	54 +43	+391%	+$672	﹤0.01%	2073
2025 Q2	$165	Buy	+11	New	+$159	﹤0.01%	1987

Other funds holding DEI

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Essential Partners's DEI Position: Q3 2026 in Review

Essential Partners reduced its Douglas Emmett (DEI) stake by 60% in Q3 2026, selling an estimated $30.8K and leaving 1,782 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #971.

Essential Partners first reported a position in DEI in Q2 2025 and has held it in 6 quarters since. The position peaked at $52.7K in Q2 2026. 15 funds tracked by Wall St. Rank hold DEI as of Q3 2026.

Essential Partners held 1,782 shares of Douglas Emmett worth $17.1K as of Q3 2026.
Essential Partners sold 2,685 Douglas Emmett shares in Q3 2026, an estimated $30.8K.
Douglas Emmett made up 0.01% of Essential Partners's portfolio in Q3 2026, its #971 holding.
Essential Partners first reported a position in Douglas Emmett in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Douglas Emmett position peaked at $52.7K in Q2 2026.
15 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.