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Pinnacle Wealth Planning Services’s Douglas Emmett DEI Stock Holding History

Pinnacle Wealth Planning Services’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 		$135K Buy
11,437
+2,220
+24% +$25K 0.01% 714
2026
Q1 		$86.8K Buy
9,217
+3,727
+68% +$38.3K 0.01% 872
2025
Q4 		$60.3K Buy
+5,490
New +$68.8K 0.01% 1073

Other funds holding DEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's DEI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Douglas Emmett (DEI) stake by 24% in Q2 2026, buying an estimated $25K and bringing the position to 11,437 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #714.

Pinnacle Wealth Planning Services first reported a position in DEI in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold DEI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11,437 shares of Douglas Emmett worth $135K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,220 Douglas Emmett shares in Q2 2026, an estimated $25K.
  • Douglas Emmett made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #714 holding.
  • Pinnacle Wealth Planning Services first reported a position in Douglas Emmett in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.