MSFP
DEA

Mark Sheptoff Financial Planning’s Easterly Government Properties DEA Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-89
Closed -$3.17K – 389
2022
Q4 		$3.17K Buy
+89
New +$3.46K ﹤0.01% 330

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Mark Sheptoff Financial Planning's DEA Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of Easterly Government Properties (DEA) in Q1 2023, closing a stake of 89 shares — an estimated $3.17K sold.

Mark Sheptoff Financial Planning first reported a position in DEA in Q4 2022 and held it in 1 quarter. The position peaked at $3.17K in Q4 2022. 250 funds tracked by Wall St. Rank hold DEA as of Q1 2023.

  • Mark Sheptoff Financial Planning reported no remaining Easterly Government Properties position as of Q1 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 89 Easterly Government Properties shares in Q1 2023, an estimated $3.17K.
  • Mark Sheptoff Financial Planning first reported a position in Easterly Government Properties in Q4 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Easterly Government Properties position peaked at $3.17K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Easterly Government Properties as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.