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Douglas Emmett shares owned by Hillcrest Wealth Advisors - NY

Quarter-by-quarter ownership of Douglas Emmett (DEI) shares owned by Hillcrest Wealth Advisors - NY from 13F filings

Historical chart of Hillcrest Wealth Advisors - NY investment in Douglas Emmett

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All positions including Douglas Emmett held by Hillcrest Wealth Advisors - NY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Douglas Emmett by Hillcrest Wealth Advisors - NY

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 13k 15.57
2025-06-30 $199k 13k 15.04
2025-03-31 $212k 13k 16.00
2024-12-31 $246k 13k 18.56

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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Hillcrest Wealth Advisors - NY

Top funds holding Douglas Emmett

Vanguard Group
BlackRock
First Eagle Investment Management
State Street Corporation
FMR
Wellington Management Company
Massachusetts Financial Services
First Pacific Advisors
Goldman Sachs Group
Geode Capital Management
Charles Schwab Investment Management
Alyeska Investment Group
Dimensional Fund Advisors
Victory Capital Management
Northern Trust

View all funds holding Douglas Emmett