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
Q2 		$764K Sell
30,635
-6,460
-17% -$151K 0.18% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Xcel Wealth Management's DEA Position: Q2 2026 in Review

Xcel Wealth Management reduced its Easterly Government Properties (DEA) stake by 17% in Q2 2026, selling an estimated $151K and leaving 30,635 shares worth $764K. The position accounts for 0.18% of the portfolio, ranked #88.

Xcel Wealth Management first reported a position in DEA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.34M in Q3 2024. 255 funds tracked by Wall St. Rank hold DEA as of Q2 2026.

  • Xcel Wealth Management held 30,635 shares of Easterly Government Properties worth $764K as of Q2 2026.
  • Xcel Wealth Management sold 6,460 Easterly Government Properties shares in Q2 2026, an estimated $151K.
  • Easterly Government Properties made up 0.18% of Xcel Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Xcel Wealth Management first reported a position in Easterly Government Properties in Q2 2023 and has held it in 13 quarters since.
  • Xcel Wealth Management's Easterly Government Properties position peaked at $5.34M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Easterly Government Properties as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.