Sutton Wealth Advisors’s Easterly Government Properties DEA Stock Holding History

Sutton Wealth 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 Q3	$100K	Hold	3,507	–	–	0.05%	171
2023 Q2	$127K	Hold	3,507	–	–	0.06%	147
2023 Q1	$120K	Sell	3,507 -20	-0.6%	-$750	0.06%	147
2022 Q4	$126K	Sell	3,527 -365	-9%	-$14.2K	0.05%	218
2022 Q3	$153K	Buy	3,892 +1,731	+80%	+$80.1K	0.06%	194
2022 Q2	$103K	Buy	2,161 +1,636	+312%	+$79.7K	0.04%	237
2022 Q1	$27.7K	Buy	525 +30	+6%	+$1.59K	0.01%	603
2021 Q4	$28.4K	Buy	495 +7	+1%	+$378	0.01%	602
2021 Q3	$25.2K	Hold	488	–	–	0.01%	625
2021 Q2	$25.7K	Hold	488	–	–	0.01%	629
2021 Q1	$25.3K	Hold	488	–	–	0.01%	600
2020 Q4	$27.6K	Hold	488	–	–	0.01%	521
2020 Q3	$27.3K	Hold	488	–	–	0.01%	458
2020 Q2	$28.2K	Hold	488	–	–	0.01%	440
2020 Q1	$30K	Buy	488 +123	+34%	+$7.36K	0.02%	370
2019 Q4	$21.6K	Hold	365	–	–	0.01%	575
2019 Q3	$19.4K	Hold	365	–	–	0.01%	587
2019 Q2	$16.5K	Buy	+365	New	+$16.6K	0.01%	638
2019 Q1	–	Sell	-336	Closed	-$13.2K	–	1186
2018 Q4	$13.2K	Buy	+336	New	+$14.9K	0.01%	668
2018 Q1	–	Sell	-260	Closed	-$13.9K	–	1129
2017 Q4	$13.9K	Buy	+260	New	+$13.6K	0.01%	684

Other funds holding DEA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's DEA Position: Q3 2023 in Review

Sutton Wealth Advisors held its Easterly Government Properties (DEA) position steady in Q3 2023 at 3,507 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #171.

Sutton Wealth Advisors first reported a position in DEA in Q4 2017 and has held it in 20 quarters since. The position peaked at $153K in Q3 2022. 263 funds tracked by Wall St. Rank hold DEA as of Q3 2023.

Sutton Wealth Advisors held 3,507 shares of Easterly Government Properties worth $100K as of Q3 2023.
Sutton Wealth Advisors left its Easterly Government Properties share count unchanged in Q3 2023.
Easterly Government Properties made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #171 holding.
Sutton Wealth Advisors first reported a position in Easterly Government Properties in Q4 2017 and has held it in 20 quarters since.
Sutton Wealth Advisors's Easterly Government Properties position peaked at $153K in Q3 2022.
263 funds tracked by Wall St. Rank held Easterly Government Properties as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.