HWMA
DEA

Heritage Wealth Management (Arizona)’s Easterly Government Properties DEA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$424K Buy
11,898
+6,556
+123% +$255K 0.06% 242
2022
Q3 		$211K Buy
5,342
+70
+1% +$3.24K 0.07% 216
2022
Q2 		$251K Buy
5,272
+958
+22% +$46.7K 0.08% 189
2022
Q1 		$228K Buy
+4,314
New +$229K 0.06% 248
2021
Q3 		$96K Buy
1,853
+367
+25% +$19.8K 0.03% 348
2021
Q2 		$78K Buy
1,486
+557
+60% +$29.4K 0.03% 386
2021
Q1 		$48K Buy
+929
New +$51.2K 0.03% 381

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DEA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Easterly Government Properties (DEA) stake by 123% in Q4 2022, buying an estimated $255K and bringing the position to 11,898 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #242.

Heritage Wealth Management (Arizona) first reported a position in DEA in Q1 2021 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold DEA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 11,898 shares of Easterly Government Properties worth $424K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 6,556 Easterly Government Properties shares in Q4 2022, an estimated $255K.
  • Easterly Government Properties made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #242 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Easterly Government Properties in Q1 2021 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Easterly Government Properties as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.