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True Wealth Design’s Douglas Emmett DEI Stock Holding History

True Wealth Design’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
Q3 		$1.23K Sell
128
-1,339
-91% -$15.4K ﹤0.01% 1868
2026
Q2 		$17.3K Buy
+1,467
New +$16.5K ﹤0.01% 858
2026
Q1 		– Sell
-186
Closed -$2.04K – 2738
2025
Q4 		$2.04K Buy
+186
New +$2.33K ﹤0.01% 1445

Other funds holding DEI

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

True Wealth Design's DEI Position: Q3 2026 in Review

True Wealth Design reduced its Douglas Emmett (DEI) stake by 91% in Q3 2026, selling an estimated $15.4K and leaving 128 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

True Wealth Design first reported a position in DEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3K in Q2 2026. 10 funds tracked by Wall St. Rank hold DEI as of Q3 2026.

  • True Wealth Design held 128 shares of Douglas Emmett worth $1.23K as of Q3 2026.
  • True Wealth Design sold 1,339 Douglas Emmett shares in Q3 2026, an estimated $15.4K.
  • Douglas Emmett made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1868 holding.
  • True Wealth Design first reported a position in Douglas Emmett in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's Douglas Emmett position peaked at $17.3K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.