TD Private Client Wealth’s Douglas Emmett DEI Stock Holding History

TD Private Client 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
2026 Q1	$2.67K	Buy	+284	New	+$2.92K	﹤0.01%	1267
2023 Q3	–	Sell	-124	Closed	-$1.56K	–	1229
2023 Q2	$1.56K	Buy	+124	New	+$1.5K	﹤0.01%	1183
2023 Q1	–	Sell	-40	Closed	-$627	–	1246
2022 Q4	$627	Buy	+40	New	+$666	﹤0.01%	1168
2022 Q3	–	Sell	-74	Closed	-$1.66K	–	1215
2022 Q2	$1.66K	Hold	74	–	–	﹤0.01%	1147
2022 Q1	$2.47K	Hold	74	–	–	﹤0.01%	1148
2021 Q4	$2.48K	Hold	74	–	–	﹤0.01%	999
2021 Q3	$2.34K	Hold	74	–	–	﹤0.01%	1020
2021 Q2	$2.49K	Hold	74	–	–	﹤0.01%	1022
2021 Q1	$2.32K	Hold	74	–	–	﹤0.01%	993
2020 Q4	$2.16K	Sell	74 -2	-3%	-$57	﹤0.01%	955
2020 Q3	$1.91K	Buy	+76	New	+$2.14K	﹤0.01%	921
2020 Q2	–	Sell	-41	Closed	-$1.25K	–	1120
2020 Q1	$1.25K	Hold	41	–	–	﹤0.01%	916
2019 Q4	$1.8K	Buy	+41	New	+$1.77K	﹤0.01%	917

Other funds holding DEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management

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

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

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

Fidelity Investments

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return