JWCA
DEA

J.W. Cole Advisors’s Easterly Government Properties DEA Stock Holding History

J.W. Cole 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
2023
Q3 		– Sell
-20,138
Closed -$730K – 748
2023
Q2 		$730K Buy
+20,138
New +$708K 0.05% 336

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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

J.W. Cole Advisors's DEA Position: Q3 2023 in Review

J.W. Cole Advisors sold out of Easterly Government Properties (DEA) in Q3 2023, closing a stake of 20,138 shares — an estimated $730K sold.

J.W. Cole Advisors first reported a position in DEA in Q2 2023 and held it in 1 quarter. The position peaked at $730K in Q2 2023. 263 funds tracked by Wall St. Rank hold DEA as of Q3 2023.

  • J.W. Cole Advisors reported no remaining Easterly Government Properties position as of Q3 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 20,138 Easterly Government Properties shares in Q3 2023, an estimated $730K.
  • J.W. Cole Advisors first reported a position in Easterly Government Properties in Q2 2023 and held it in 1 quarter.
  • J.W. Cole Advisors's Easterly Government Properties position peaked at $730K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held Easterly Government Properties as of Q3 2023.

Based on J.W. Cole Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.