LWMI
DEA

Legacy Wealth Management (Idaho)’s Easterly Government Properties DEA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$423K Sell
19,721
-79
-0.4% -$1.8K 0.21% 83
2025
Q4 		$420K Sell
19,800
-3,782
-16% -$82.1K 0.2% 76
2025
Q3 		$541K Buy
23,582
+2,638
+13% +$60K 0.24% 66
2025
Q2 		$465K Buy
+20,944
New +$457K 0.24% 51
2025
Q1 		– Sell
-22,846
Closed -$619K – 828
2024
Q4 		$619K Sell
22,846
-3,312
-13% -$105K 0.4% 41
2024
Q3 		$856K Buy
+26,158
New +$876K 0.5% 31

Other funds holding DEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DEA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Easterly Government Properties (DEA) stake by 0.4% in Q1 2026, selling an estimated $1.8K and leaving 19,721 shares worth $423K. The position accounts for 0.21% of the portfolio, ranked #83.

Legacy Wealth Management (Idaho) first reported a position in DEA in Q3 2024 and has held it in 6 quarters since. The position peaked at $856K in Q3 2024. 230 funds tracked by Wall St. Rank hold DEA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 19,721 shares of Easterly Government Properties worth $423K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 79 Easterly Government Properties shares in Q1 2026, an estimated $1.8K.
  • Easterly Government Properties made up 0.21% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #83 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Easterly Government Properties in Q3 2024 and has held it in 6 quarters since.
  • Legacy Wealth Management (Idaho)'s Easterly Government Properties position peaked at $856K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Easterly Government Properties as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.