Carson Wealth (CWM LLC)
DEA

Carson Wealth (CWM LLC)’s Easterly Government Properties DEA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$407K Sell
18,994
-1,034
-5% -$23.6K ﹤0.01% 2166
2025
Q4 		$424K Buy
20,028
+3,374
+20% +$73.2K ﹤0.01% 2017
2025
Q3 		$382K Buy
16,654
+6,686
+67% +$152K ﹤0.01% 1951
2025
Q2 		$221K Buy
9,968
+8,302
+498% +$181K ﹤0.01% 2088
2025
Q1 		$44K Sell
1,666
-100
-6% -$2.75K ﹤0.01% 3079
2024
Q4 		$50K Buy
1,766
+308
+21% +$9.78K ﹤0.01% 2799
2024
Q3 		$50K Sell
1,458
-228
-14% -$7.64K ﹤0.01% 2692
2024
Q2 		$52K Buy
1,686
+9
+0.5% +$266 ﹤0.01% 2449
2024
Q1 		$48K Sell
1,677
-58
-3% -$1.76K ﹤0.01% 2315
2023
Q4 		$58K Buy
1,735
+983
+131% +$29.1K ﹤0.01% 2078
2023
Q3 		$21K Sell
752
-374
-33% -$12.8K ﹤0.01% 2645
2023
Q2 		$41K Sell
1,126
-221
-16% -$7.77K ﹤0.01% 2118
2023
Q1 		$46K Buy
1,347
+845
+168% +$31.7K ﹤0.01% 1917
2022
Q4 		$18K Sell
502
-39
-7% -$1.52K ﹤0.01% 2438
2022
Q3 		$21K Buy
541
+153
+39% +$7.08K ﹤0.01% 2187
2022
Q2 		$18K Hold
388
– – ﹤0.01% 2181
2022
Q1 		$21K Buy
388
+30
+8% +$1.59K ﹤0.01% 2047
2021
Q4 		$20K Buy
+358
New +$19.3K ﹤0.01% 1984
2021
Q2 		$19K Hold
358
– – ﹤0.01% 1812
2021
Q1 		$19K Hold
358
– – ﹤0.01% 1812
2020
Q4 		$19K Hold
358
– – ﹤0.01% 1812
2020
Q3 		$19K Hold
358
– – ﹤0.01% 1812
2020
Q2 		$19K Hold
358
– – ﹤0.01% 1812
2020
Q1 		$19K Hold
358
– – ﹤0.01% 1812
2019
Q4 		$19K Hold
358
– – ﹤0.01% 1812
2019
Q3 		$19K Hold
358
– – ﹤0.01% 1812
2019
Q2 		$19K Hold
358
– – ﹤0.01% 1812
2019
Q1 		$19K Buy
+358
New +$15.7K ﹤0.01% 1812
2018
Q1 		– Sell
-38
Closed -$2K – 1433
2017
Q4 		$2K Buy
+38
New +$1.98K ﹤0.01% 1263

Other funds holding DEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DEA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Easterly Government Properties (DEA) stake by 5.2% in Q1 2026, selling an estimated $23.6K and leaving 18,994 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Carson Wealth (CWM LLC) first reported a position in DEA in Q4 2017 and has held it in 29 quarters since. The position peaked at $424K in Q4 2025. 230 funds tracked by Wall St. Rank hold DEA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,994 shares of Easterly Government Properties worth $407K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,034 Easterly Government Properties shares in Q1 2026, an estimated $23.6K.
  • Easterly Government Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2166 holding.
  • Carson Wealth (CWM LLC) first reported a position in Easterly Government Properties in Q4 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Easterly Government Properties position peaked at $424K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Easterly Government Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.