SageView Advisory Group
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SageView Advisory Group’s Douglas Emmett DEI Stock Holding History

SageView Advisory 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
-145
Closed -$1.59K – 1048
2025
Q4 		$1.59K Buy
+145
New +$1.82K ﹤0.01% 2283

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 $3.38T AUM 44.17% 1-Year Est. Return
First Pacific Advisors
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 $1.92T AUM 36.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's DEI Position: Q1 2026 in Review

SageView Advisory Group sold out of Douglas Emmett (DEI) in Q1 2026, closing a stake of 145 shares — an estimated $1.59K sold.

SageView Advisory Group first reported a position in DEI in Q4 2025 and held it in 1 quarter. The position peaked at $1.59K in Q4 2025. 267 funds tracked by Wall St. Rank hold DEI as of Q1 2026.

  • SageView Advisory Group reported no remaining Douglas Emmett position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 145 Douglas Emmett shares in Q1 2026, an estimated $1.59K.
  • SageView Advisory Group first reported a position in Douglas Emmett in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Douglas Emmett position peaked at $1.59K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.