MA
DEA

Montag & Associates’s Easterly Government Properties DEA Stock Holding History

Montag & Associates’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
2025
Q2 		– Sell
-4,872
Closed -$129K – 963
2025
Q1 		$129K Buy
+4,872
New +$134K 0.01% 465

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Montag & Associates's DEA Position: Q2 2025 in Review

Montag & Associates sold out of Easterly Government Properties (DEA) in Q2 2025, closing a stake of 4,872 shares — an estimated $129K sold.

Montag & Associates first reported a position in DEA in Q1 2025 and held it in 1 quarter. The position peaked at $129K in Q1 2025. 223 funds tracked by Wall St. Rank hold DEA as of Q2 2025.

  • Montag & Associates reported no remaining Easterly Government Properties position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 4,872 Easterly Government Properties shares in Q2 2025, an estimated $129K.
  • Montag & Associates first reported a position in Easterly Government Properties in Q1 2025 and held it in 1 quarter.
  • Montag & Associates's Easterly Government Properties position peaked at $129K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Easterly Government Properties as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.