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Root Financial Partners’s Douglas Emmett DEI Stock Holding History

Root Financial Partners’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 		– Sell
-732
Closed -$6.89K – 1102
2026
Q1 		$6.89K Buy
+732
New +$7.53K ﹤0.01% 1825

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Root Financial Partners's DEI Position: Q2 2026 in Review

Root Financial Partners sold out of Douglas Emmett (DEI) in Q2 2026, closing a stake of 732 shares — an estimated $6.89K sold.

Root Financial Partners first reported a position in DEI in Q1 2026 and held it in 1 quarter. The position peaked at $6.89K in Q1 2026. 284 funds tracked by Wall St. Rank hold DEI as of Q2 2026.

  • Root Financial Partners reported no remaining Douglas Emmett position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 732 Douglas Emmett shares in Q2 2026, an estimated $6.89K.
  • Root Financial Partners first reported a position in Douglas Emmett in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Douglas Emmett position peaked at $6.89K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.