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Essential Partners’s Douglas Elliman DOUG Stock Holding History

Essential Partners’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$585 Sell
385
-107
-22% -$192 ﹤0.01% 2351
2026
Q2 		$871 Buy
492
+446
+970% +$800 ﹤0.01% 2296
2026
Q1 		$75 Buy
46
+24
+109% +$56 ﹤0.01% 2752
2025
Q4 		$52 Buy
+22
New +$57 ﹤0.01% 2633

Other funds holding DOUG

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's DOUG Position: Q3 2026 in Review

Essential Partners reduced its Douglas Elliman (DOUG) stake by 22% in Q3 2026, selling an estimated $192 and leaving 385 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Essential Partners first reported a position in DOUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $871 in Q2 2026. 11 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Essential Partners held 385 shares of Douglas Elliman worth $585 as of Q3 2026.
  • Essential Partners sold 107 Douglas Elliman shares in Q3 2026, an estimated $192.
  • Douglas Elliman made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2351 holding.
  • Essential Partners first reported a position in Douglas Elliman in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Douglas Elliman position peaked at $871 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

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