MIA
DEA

Milestone Investment Advisors’s Easterly Government Properties DEA Stock Holding History

Milestone Investment 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
Q4 		– Sell
-36
Closed -$1.03K – 206
2023
Q3 		$1.03K Buy
+36
New +$1.23K ﹤0.01% 423
2023
Q2 		– Sell
-36
Closed -$1.24K – 201
2023
Q1 		$1.24K Buy
+36
New +$1.35K ﹤0.01% 419

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
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Milestone Investment Advisors's DEA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Easterly Government Properties (DEA) in Q4 2023, closing a stake of 36 shares — an estimated $1.03K sold.

Milestone Investment Advisors first reported a position in DEA in Q1 2023 and held it in 2 quarters. The position peaked at $1.24K in Q1 2023. 265 funds tracked by Wall St. Rank hold DEA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Easterly Government Properties position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 36 Easterly Government Properties shares in Q4 2023, an estimated $1.03K.
  • Milestone Investment Advisors first reported a position in Easterly Government Properties in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Easterly Government Properties position peaked at $1.24K in Q1 2023.
  • 265 funds tracked by Wall St. Rank held Easterly Government Properties as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.