SIMON QUICK ADVISORS, LLC DEI — DOUGLAS EMMETT INC

Ownership history in SIMON QUICK ADVISORS, LLC  ·  20 quarters on record

AI Ownership Summary

SIMON QUICK ADVISORS, LLC reported DOUGLAS EMMETT INC (DEI) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows DEI at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIMON QUICK ADVISORS, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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 Q2 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.

DEI stock page SIMON QUICK ADVISORS, LLC fund profile SIMON QUICK ADVISORS, LLC full holdings
How SIMON QUICK ADVISORS, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 51,697 +3,276 +6.8% 0.02% $487K 2026-05-06 $12.17
2025 Q4 ADDED — — — 48,421 +659 +1.4% 0.02% $532K 2026-01-29 $10.39
2025 Q3 REDUCED — — — 47,762 -862 -1.8% 0.03% $744K 2025-10-21 $12.73
2025 Q2 ADDED — — — 48,624 +1,303 +2.8% 0.03% $731K 2025-08-04 $14.10
2025 Q1 ADDED — — — 47,321 +685 +1.5% 0.04% $757K 2025-04-15 $13.07
2024 Q4 ADDED — — — 46,636 +467 +1.0% 0.05% $866K 2025-01-17 $16.25
2024 Q3 ADDED — — — 46,169 +577 +1.3% 0.05% $811K 2024-10-15 $16.87
2024 Q2 REDUCED 50.6% +33.4% ❌ 45,592 -46,694 -50.6% 0.04% $607K 2024-08-02 $13.74
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DEI

As of 2026 Q1 — sorted by position size

Cooper Financial Group 3Y 7Y 0.59% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.1% Sowell Financial Services LLC 3Y 7Y 0.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.05% Aspire Private Capital, LLC 3Y 7Y 0.03% Optas, LLC 3Y 0.03% Frazier Financial Advisors, LLC 0.03% Vanderbilt University 0.02% State of Alaska, Department of Revenue 3Y 7Y 0.02%

FAQ About SIMON QUICK ADVISORS, 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 SIMON QUICK ADVISORS, LLC reported owning DEI?

SIMON QUICK ADVISORS, LLC reported DEI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DEI position in SIMON QUICK ADVISORS, LLC's portfolio?

The largest reported portfolio weight for DEI was 0.05% in 2024 Q4.

What is the latest reported DEI position on this page?

The most recent filing on this page is 2026 Q1, when SIMON QUICK ADVISORS, LLC reported 51,697 shares, equal to 0.02% of portfolio, with an estimated market value of $487K.

What does the chart on this DEI ownership page compare?

The chart compares SIMON QUICK ADVISORS, 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.

How well did SIMON QUICK ADVISORS, LLC time their DEI position?

Based on 13F filing dates vs. subsequent DEI price moves, SIMON QUICK ADVISORS, LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on DEI relative to SPY over the holding period was -24.8%.

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