Summit Financial’s Douglas Emmett DEI Stock Holding History

Summit Financial’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	$1.3M	Buy	108,838 +402	+0.4%	+$4.52K	0.01%	757
2026 Q1	$1.04M	Sell	108,436 -1,149	-1%	-$11.8K	0.01%	764
2025 Q4	$1.23M	Sell	109,585 -303	-0.3%	-$3.8K	0.02%	601
2025 Q3	$1.71M	Buy	109,888 +119	+0.1%	+$1.86K	0.03%	511
2025 Q2	$1.67M	Buy	109,769 +287	+0.3%	+$4.15K	0.04%	323
2025 Q1	$1.75M	Buy	109,482 +26	+0%	+$441	0.05%	275
2024 Q4	$2.05M	Buy	+109,456	New	+$2.04M	0.07%	210

Other funds holding DEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's DEI Position: Q2 2026 in Review

Summit Financial increased its Douglas Emmett (DEI) stake by 0.37% in Q2 2026, buying an estimated $4.52K and bringing the position to 108,838 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #757.

Summit Financial first reported a position in DEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2024. 284 funds tracked by Wall St. Rank hold DEI as of Q2 2026.

Summit Financial held 108,838 shares of Douglas Emmett worth $1.3M as of Q2 2026.
Summit Financial bought 402 Douglas Emmett shares in Q2 2026, an estimated $4.52K.
Douglas Emmett made up 0.01% of Summit Financial's portfolio in Q2 2026, its #757 holding.
Summit Financial first reported a position in Douglas Emmett in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Douglas Emmett position peaked at $2.05M in Q4 2024.
284 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.