EFS
DEA

Essex Financial Services’s Easterly Government Properties DEA Stock Holding History

Essex Financial Services’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
-32,052
Closed -$712K – 755
2025
Q2 		$712K Buy
32,052
+100
+0.3% +$2.18K 0.05% 335
2025
Q1 		$847K Buy
31,952
+10,014
+46% +$275K 0.06% 262
2024
Q4 		$623K Sell
21,938
-4,312
-16% -$137K 0.04% 332
2024
Q3 		$912K Sell
26,250
-230
-0.9% -$7.71K 0.07% 261
2024
Q2 		$888K Buy
26,480
+5,159
+24% +$153K 0.07% 260
2024
Q1 		$614K Buy
21,321
+283
+1% +$8.59K 0.06% 289
2023
Q4 		$707K Buy
21,038
+1,572
+8% +$46.5K 0.07% 244
2023
Q3 		$556K Buy
19,466
+1,658
+9% +$56.8K 0.06% 262
2023
Q2 		$646K Sell
17,808
-104
-0.6% -$3.65K 0.07% 240
2023
Q1 		$615K Buy
17,912
+7,782
+77% +$292K 0.06% 256
2022
Q4 		$361K Buy
10,130
+1,210
+14% +$47.1K 0.04% 336
2022
Q3 		$352K Buy
8,920
+1,312
+17% +$60.7K 0.04% 311
2022
Q2 		$362K Buy
+7,608
New +$371K 0.04% 322

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
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 $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Essex Financial Services's DEA Position: Q3 2025 in Review

Essex Financial Services sold out of Easterly Government Properties (DEA) in Q3 2025, closing a stake of 32,052 shares — an estimated $712K sold.

Essex Financial Services first reported a position in DEA in Q2 2022 and held it in 13 quarters. The position peaked at $912K in Q3 2024. 231 funds tracked by Wall St. Rank hold DEA as of Q3 2025.

  • Essex Financial Services reported no remaining Easterly Government Properties position as of Q3 2025 after selling out during the quarter.
  • Essex Financial Services sold 32,052 Easterly Government Properties shares in Q3 2025, an estimated $712K.
  • Essex Financial Services first reported a position in Easterly Government Properties in Q2 2022 and held it in 13 quarters.
  • Essex Financial Services's Easterly Government Properties position peaked at $912K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Easterly Government Properties as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.