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WealthTrak Capital Management’s Douglas Emmett DEI Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-30
Closed -$452 – 292
2025
Q2 		$452 Buy
30
+5
+20% +$72 ﹤0.01% 676
2025
Q1 		$400 Sell
25
-5
-17% -$85 ﹤0.01% 700
2024
Q4 		$557 Buy
+30
New +$559 ﹤0.01% 553

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthTrak Capital Management's DEI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Douglas Emmett (DEI) in Q3 2025, closing a stake of 30 shares — an estimated $452 sold.

WealthTrak Capital Management first reported a position in DEI in Q4 2024 and held it in 3 quarters. The position peaked at $557 in Q4 2024. 281 funds tracked by Wall St. Rank hold DEI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Douglas Emmett position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 Douglas Emmett shares in Q3 2025, an estimated $452.
  • WealthTrak Capital Management first reported a position in Douglas Emmett in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Douglas Emmett position peaked at $557 in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.