AGWCA
DEA

Annis Gardner Whiting Capital Advisors’s Easterly Government Properties DEA Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,544
Closed -$101K – 1253
2025
Q2 		$101K Hold
4,544
– – 0.03% 298
2025
Q1 		$120K Buy
+4,544
New +$125K 0.05% 248
2024
Q4 		– Sell
-3,594
Closed -$122K – 788
2024
Q3 		$122K Hold
3,594
– – 0.03% 266
2024
Q2 		$111K Hold
3,594
– – 0.03% 289
2024
Q1 		$103K Hold
3,594
– – 0.04% 274
2023
Q4 		$121K Hold
3,594
– – 0.05% 193
2023
Q3 		$103K Buy
+3,594
New +$123K 0.05% 203

Other funds holding DEA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return