Hillcrest Wealth Advisors’s Douglas Emmett DEI Stock Holding History

Hillcrest 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 Q2	$160K	Hold	13,590	–	–	0.06%	56
2026 Q1	$128K	Buy	13,590 +848	+7%	+$8.72K	0.05%	51
2025 Q4	$140K	Sell	12,742 -485	-4%	-$6.08K	0.06%	52
2025 Q3	$206K	Hold	13,227	–	–	0.09%	50
2025 Q2	$199K	Hold	13,227	–	–	0.09%	49
2025 Q1	$212K	Hold	13,227	–	–	0.1%	48
2024 Q4	$245K	Buy	+13,227	New	+$247K	0.12%	47

Other funds holding DEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hillcrest Wealth Advisors's DEI Position: Q2 2026 in Review

Hillcrest Wealth Advisors held its Douglas Emmett (DEI) position steady in Q2 2026 at 13,590 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #56.

Hillcrest Wealth Advisors first reported a position in DEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2024. 285 funds tracked by Wall St. Rank hold DEI as of Q2 2026.

Hillcrest Wealth Advisors held 13,590 shares of Douglas Emmett worth $160K as of Q2 2026.
Hillcrest Wealth Advisors left its Douglas Emmett share count unchanged in Q2 2026.
Douglas Emmett made up 0.06% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Hillcrest Wealth Advisors first reported a position in Douglas Emmett in Q4 2024 and has held it in 7 quarters since.
Hillcrest Wealth Advisors's Douglas Emmett position peaked at $245K in Q4 2024.
285 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.