EWA
DEI icon

EverSource Wealth Advisors’s Douglas Emmett DEI Stock Holding History

EverSource Wealth Advisors’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
Q1 		$23.4K Buy
2,485
+769
+45% +$7.91K ﹤0.01% 2408
2025
Q4 		$18.9K Buy
1,716
+264
+18% +$3.31K ﹤0.01% 2425
2025
Q3 		$22.6K Sell
1,452
-242
-14% -$3.78K ﹤0.01% 2273
2025
Q2 		$25.5K Buy
1,694
+1,166
+221% +$16.9K ﹤0.01% 2108
2025
Q1 		$8.45K Sell
528
-59
-10% -$1K ﹤0.01% 2205
2024
Q4 		$10.9K Sell
587
-245
-29% -$4.57K ﹤0.01% 1946
2024
Q3 		$14.6K Buy
832
+39
+5% +$603 ﹤0.01% 1655
2024
Q2 		$12.8K Buy
793
+8
+1% +$108 ﹤0.01% 1730
2024
Q1 		$10.8K Sell
785
-36
-4% -$493 ﹤0.01% 1651
2023
Q4 		$11.9K Sell
821
-488
-37% -$6.19K ﹤0.01% 1482
2023
Q3 		$16.7K Sell
1,309
-132
-9% -$1.78K ﹤0.01% 1197
2023
Q2 		$18.1K Buy
1,441
+296
+26% +$3.58K ﹤0.01% 1190
2023
Q1 		$14.1K Buy
1,145
+421
+58% +$6.11K ﹤0.01% 1221
2022
Q4 		$11.4K Buy
724
+586
+425% +$9.75K ﹤0.01% 1284
2022
Q3 		$2K Buy
+138
New +$2.94K ﹤0.01% 1652

Other funds holding DEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EverSource Wealth Advisors's DEI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Douglas Emmett (DEI) stake by 45% in Q1 2026, buying an estimated $7.91K and bringing the position to 2,485 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

EverSource Wealth Advisors first reported a position in DEI in Q3 2022 and has held it in 15 quarters since. The position peaked at $25.5K in Q2 2025. 265 funds tracked by Wall St. Rank hold DEI as of Q1 2026.

  • EverSource Wealth Advisors held 2,485 shares of Douglas Emmett worth $23.4K as of Q1 2026.
  • EverSource Wealth Advisors bought 769 Douglas Emmett shares in Q1 2026, an estimated $7.91K.
  • Douglas Emmett made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2408 holding.
  • EverSource Wealth Advisors first reported a position in Douglas Emmett in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Douglas Emmett position peaked at $25.5K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.