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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Hillcrest Wealth Advisors increased its Douglas Emmett (DEI) stake by 6.7% in Q1 2026, buying an estimated $8.72K and bringing the position to 13,590 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #51.

Hillcrest Wealth Advisors first reported a position in DEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q4 2024. 265 funds tracked by Wall St. Rank hold DEI as of Q1 2026.

Hillcrest Wealth Advisors held 13,590 shares of Douglas Emmett worth $128K as of Q1 2026.
Hillcrest Wealth Advisors bought 848 Douglas Emmett shares in Q1 2026, an estimated $8.72K.
Douglas Emmett made up 0.05% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Hillcrest Wealth Advisors first reported a position in Douglas Emmett in Q4 2024 and has held it in 6 quarters since.
Hillcrest Wealth Advisors's Douglas Emmett position peaked at $245K in Q4 2024.
265 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.