JWM
DEA

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

Jupiter 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
Q3 		– Sell
-14,000
Closed -$508K – 89
2023
Q2 		$508K Hold
14,000
– – 0.44% 46
2023
Q1 		$481K Buy
14,000
+1,200
+9% +$45K 0.44% 41
2022
Q4 		$456K Buy
+12,800
New +$498K 0.44% 42

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

Jupiter Wealth Management's DEA Position: Q3 2023 in Review

Jupiter Wealth Management sold out of Easterly Government Properties (DEA) in Q3 2023, closing a stake of 14,000 shares — an estimated $508K sold.

Jupiter Wealth Management first reported a position in DEA in Q4 2022 and held it in 3 quarters. The position peaked at $508K in Q2 2023. 263 funds tracked by Wall St. Rank hold DEA as of Q3 2023.

  • Jupiter Wealth Management reported no remaining Easterly Government Properties position as of Q3 2023 after selling out during the quarter.
  • Jupiter Wealth Management sold 14,000 Easterly Government Properties shares in Q3 2023, an estimated $508K.
  • Jupiter Wealth Management first reported a position in Easterly Government Properties in Q4 2022 and held it in 3 quarters.
  • Jupiter Wealth Management's Easterly Government Properties position peaked at $508K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held Easterly Government Properties as of Q3 2023.

Based on Jupiter Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.