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GeoWealth Management’s Douglas Emmett DEI Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-681
Closed -$12.6K – 1242
2024
Q4 		$12.6K Buy
681
+460
+208% +$8.58K ﹤0.01% 1456
2024
Q3 		$3.88K Sell
221
-1,518
-87% -$23.5K ﹤0.01% 1483
2024
Q2 		$23.1K Buy
+1,739
New +$23.6K ﹤0.01% 837
2024
Q1 		– Sell
-2,226
Closed -$32K – 859
2023
Q4 		$32K Buy
2,226
+180
+9% +$2.28K ﹤0.01% 639
2023
Q3 		$26K Buy
+2,046
New +$27.7K ﹤0.01% 422

Other funds holding DEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GeoWealth Management's DEI Position: Q1 2025 in Review

GeoWealth Management sold out of Douglas Emmett (DEI) in Q1 2025, closing a stake of 681 shares — an estimated $12.6K sold.

GeoWealth Management first reported a position in DEI in Q3 2023 and held it in 5 quarters. The position peaked at $32K in Q4 2023. 287 funds tracked by Wall St. Rank hold DEI as of Q1 2025.

  • GeoWealth Management reported no remaining Douglas Emmett position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 681 Douglas Emmett shares in Q1 2025, an estimated $12.6K.
  • GeoWealth Management first reported a position in Douglas Emmett in Q3 2023 and held it in 5 quarters.
  • GeoWealth Management's Douglas Emmett position peaked at $32K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.