Farther Finance Advisors’s Douglas Emmett DEI Stock Holding History

Farther Finance 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	$3.8K	Buy	412 +9	+2%	+$93	﹤0.01%	4631
2025 Q4	$4.43K	Buy	403 +114	+39%	+$1.43K	﹤0.01%	4377
2025 Q3	$4.5K	Buy	289 +42	+17%	+$656	﹤0.01%	3820
2025 Q2	$3.71K	Sell	247 -36	-13%	-$520	﹤0.01%	3478
2025 Q1	$4.59K	Sell	283 -40	-12%	-$679	﹤0.01%	3097
2024 Q4	$6K	Sell	323 -260	-45%	-$4.85K	﹤0.01%	2590
2024 Q3	$10.2K	Buy	583 +48	+9%	+$743	﹤0.01%	2357
2024 Q2	$7.08K	Hold	535	–	–	﹤0.01%	2228
2024 Q1	$7.13K	Sell	535 -581	-52%	-$7.95K	﹤0.01%	1902
2023 Q4	$16.2K	Buy	1,116 +1,029	+1,183%	+$13.1K	﹤0.01%	1401
2023 Q3	$1.11K	Buy	87 +7	+9%	+$95	﹤0.01%	2056
2023 Q2	$1.01K	Buy	+80	New	+$967	﹤0.01%	1975

Other funds holding DEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return