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Physician Wealth Advisors’s Douglas Emmett DEI Stock Holding History

Physician 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
2025
Q4 		– Sell
-75
Closed -$1.17K – 2064
2025
Q3 		$1.17K Hold
75
– – ﹤0.01% 1484
2025
Q2 		$1.13K Buy
+75
New +$1.08K ﹤0.01% 1321

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Physician Wealth Advisors's DEI Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Douglas Emmett (DEI) in Q4 2025, closing a stake of 75 shares — an estimated $1.17K sold.

Physician Wealth Advisors first reported a position in DEI in Q2 2025 and held it in 2 quarters. The position peaked at $1.17K in Q3 2025. 274 funds tracked by Wall St. Rank hold DEI as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Douglas Emmett position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 75 Douglas Emmett shares in Q4 2025, an estimated $1.17K.
  • Physician Wealth Advisors first reported a position in Douglas Emmett in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Douglas Emmett position peaked at $1.17K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.