IFP Advisors
DOUG icon

IFP Advisors’s Douglas Elliman DOUG Stock Holding History

IFP Advisors’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26 Sell
17
-143
-89% -$257 ﹤0.01% 5117
2026
Q2 		$283 Buy
160
+18
+13% +$32 ﹤0.01% 4793
2026
Q1 		$233 Buy
142
+139
+4,633% +$322 ﹤0.01% 4592
2025
Q4 		$7 Buy
+3
New +$8 ﹤0.01% 4851
2023
Q2 		– Sell
-7
Closed -$85 – 3476
2023
Q1 		$85 Buy
+7
New +$28 ﹤0.01% 3314

Other funds holding DOUG

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors's DOUG Position: Q3 2026 in Review

IFP Advisors reduced its Douglas Elliman (DOUG) stake by 89% in Q3 2026, selling an estimated $257 and leaving 17 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #5117.

IFP Advisors first reported a position in DOUG in Q1 2023 and has held it in 5 quarters since. The position peaked at $283 in Q2 2026. 11 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • IFP Advisors held 17 shares of Douglas Elliman worth $26 as of Q3 2026.
  • IFP Advisors sold 143 Douglas Elliman shares in Q3 2026, an estimated $257.
  • Douglas Elliman made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5117 holding.
  • IFP Advisors first reported a position in Douglas Elliman in Q1 2023 and has held it in 5 quarters since.
  • IFP Advisors's Douglas Elliman position peaked at $283 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.