Hillcrest Wealth Advisors - NY, LLC DEI DOUGLAS EMMETT INC

Ownership history in Hillcrest Wealth Advisors - NY, LLC  ·  6 quarters on record

AI Ownership Summary

Hillcrest Wealth Advisors - NY, LLC reported DOUGLAS EMMETT INC (DEI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows DEI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hillcrest Wealth Advisors - NY, LLC's position in DOUGLAS EMMETT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DEI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hillcrest Wealth Advisors - NY, LLC held DEI — position size vs. price
% of Fund (quarterly)    DEI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,590 +848 +6.7% 0.05% $128K 2026-04-28 $11.12
2025 Q4 REDUCED 12,742 -485 -3.7% 0.06% $140K 2026-01-12 $10.87
2025 Q3 UNCHANGED 13,227 0% 0.09% $206K 2025-10-20 $12.71
2025 Q2 UNCHANGED 13,227 0% 0.09% $199K 2025-07-22 $15.08
2025 Q1 UNCHANGED 13,227 0% 0.10% $212K 2025-04-22 $12.83
2024 Q4 INITIATED 13,227 0.12% $245K 2025-01-21 $16.40

FAQ About Hillcrest Wealth Advisors - NY, LLC and DEI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hillcrest Wealth Advisors - NY, LLC reported owning DEI?

Hillcrest Wealth Advisors - NY, LLC reported DEI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DEI position in Hillcrest Wealth Advisors - NY, LLC's portfolio?

The largest reported portfolio weight for DEI was 0.12% in 2024 Q4.

What is the latest reported DEI position on this page?

The most recent filing on this page is 2026 Q1, when Hillcrest Wealth Advisors - NY, LLC reported 13,590 shares, equal to 0.05% of portfolio, with an estimated market value of $128K.

What does the chart on this DEI ownership page compare?

The chart compares Hillcrest Wealth Advisors - NY, LLC's quarterly DEI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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