SVB Wealth’s Douglas Emmett DEI Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-181	Closed	-$2.9K	–	800
2025 Q1	$2.9K	Buy	+181	New	+$3.07K	﹤0.01%	1145

Other funds holding DEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's DEI Position: Q2 2025 in Review

SVB Wealth sold out of Douglas Emmett (DEI) in Q2 2025, closing a stake of 181 shares — an estimated $2.9K sold.

SVB Wealth first reported a position in DEI in Q1 2025 and held it in 1 quarter. The position peaked at $2.9K in Q1 2025. 287 funds tracked by Wall St. Rank hold DEI as of Q2 2025.

SVB Wealth reported no remaining Douglas Emmett position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 181 Douglas Emmett shares in Q2 2025, an estimated $2.9K.
SVB Wealth first reported a position in Douglas Emmett in Q1 2025 and held it in 1 quarter.
SVB Wealth's Douglas Emmett position peaked at $2.9K in Q1 2025.
287 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.