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Private Wealth Management Group’s Douglas Emmett DEI Stock Holding History

Private Wealth Management Group’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 		– Sell
-180
Closed -$1.98K – 1464
2025
Q4 		$1.98K Buy
+180
New +$2.26K ﹤0.01% 1085

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's DEI Position: Q1 2026 in Review

Private Wealth Management Group sold out of Douglas Emmett (DEI) in Q1 2026, closing a stake of 180 shares — an estimated $1.98K sold.

Private Wealth Management Group first reported a position in DEI in Q4 2025 and held it in 1 quarter. The position peaked at $1.98K in Q4 2025. 265 funds tracked by Wall St. Rank hold DEI as of Q1 2026.

  • Private Wealth Management Group reported no remaining Douglas Emmett position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 180 Douglas Emmett shares in Q1 2026, an estimated $1.98K.
  • Private Wealth Management Group first reported a position in Douglas Emmett in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Douglas Emmett position peaked at $1.98K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.