XWM
DEA

Xcel Wealth Management’s Easterly Government Properties DEA Stock Holding History

Xcel Wealth Management’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 		$795K Sell
37,095
-9,728
-21% -$222K 0.22% 76
2025
Q4 		$992K Sell
46,823
-82,720
-64% -$1.8M 0.25% 70
2025
Q3 		$2.97M Sell
129,543
-4,932
-4% -$112K 0.77% 35
2025
Q2 		$2.99M Sell
134,475
-24,952
-16% -$544K 0.85% 33
2025
Q1 		$4.22M Sell
159,427
-5,914
-4% -$163K 1.32% 20
2024
Q4 		$4.7M Buy
165,341
+8,052
+5% +$256K 1.3% 20
2024
Q3 		$5.34M Buy
157,289
+436
+0.3% +$14.6K 1.56% 16
2024
Q2 		$4.85M Buy
156,853
+16,313
+12% +$482K 1.52% 18
2024
Q1 		$4.04M Buy
140,540
+68,260
+94% +$2.07M 1.26% 22
2023
Q4 		$2.43M Buy
72,280
+11,300
+19% +$334K 0.85% 30
2023
Q3 		$1.74M Buy
60,980
+17,220
+39% +$590K 0.69% 40
2023
Q2 		$1.59M Buy
+43,760
New +$1.54M 0.5% 51

Other funds holding DEA

BlackRock
BlackRock New York $5.7T 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 $121B 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 $50.9B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return