CWM
DEA

C2C Wealth Management’s Easterly Government Properties DEA Stock Holding History

C2C Wealth Management’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
2023
Q4 		– Sell
-21,012
Closed -$588K – 131
2023
Q3 		$588K Hold
21,012
– – 0.08% 125
2023
Q2 		$754K Sell
21,012
-916
-4% -$32.2K 0.1% 109
2023
Q1 		$770K Buy
+21,928
New +$822K 0.12% 102

Other funds holding DEA

BlackRock
BlackRock New York $5.72T 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
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

C2C Wealth Management's DEA Position: Q4 2023 in Review

C2C Wealth Management sold out of Easterly Government Properties (DEA) in Q4 2023, closing a stake of 21,012 shares — an estimated $588K sold.

C2C Wealth Management first reported a position in DEA in Q1 2023 and held it in 3 quarters. The position peaked at $770K in Q1 2023. 265 funds tracked by Wall St. Rank hold DEA as of Q4 2023.

  • C2C Wealth Management reported no remaining Easterly Government Properties position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 21,012 Easterly Government Properties shares in Q4 2023, an estimated $588K.
  • C2C Wealth Management first reported a position in Easterly Government Properties in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Easterly Government Properties position peaked at $770K in Q1 2023.
  • 265 funds tracked by Wall St. Rank held Easterly Government Properties as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.