Global Retirement Partners’s Douglas Emmett DEI Stock Holding History

Global Retirement 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
2025 Q4	$24K	Buy	2,187 +2,109	+2,704%	+$26.4K	﹤0.01%	2788
2025 Q3	$1.21K	Buy	78 +6	+8%	+$94	﹤0.01%	3480
2025 Q2	$1.08K	Buy	+72	New	+$1.04K	﹤0.01%	3422
2024 Q4	$612	Buy	33 +5	+18%	+$93	﹤0.01%	3368
2024 Q3	$492	Buy	28 +4	+17%	+$62	﹤0.01%	3277
2024 Q2	$319	Buy	24 +2	+9%	+$27	﹤0.01%	3373
2024 Q1	$305	Hold	22	–	–	﹤0.01%	3216
2023 Q4	$312	Hold	22	–	–	﹤0.01%	3172
2023 Q3	$264	Buy	+22	New	+$298	﹤0.01%	3083
2023 Q2	–	Sell	-103	Closed	-$1.19K	–	3208
2023 Q1	$1.19K	Buy	+103	New	+$1.5K	﹤0.01%	2680
2022 Q4	–	Sell	-72	Closed	-$1K	–	3039
2022 Q3	$1K	Buy	+72	New	+$1.53K	﹤0.01%	2425

Other funds holding DEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return