Filing Research | DEA - EASTERLY GOVT PPTYS INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	72.4KSH	$1.8M
2	Abundance Wealth Counselors	Shares	64.5KSH	$1.6M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	43.0KSH	$1.1M
4	Xcel Wealth Management, LLC	Shares	30.6KSH	$763.7K
5	Brookwood Investment Group LLC	Shares	23.1KSH	$577.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.8KSH	$517.1K
7	Louisiana State Employees Retirement System	Shares	19.3KSH	$481.1K
8	Cyndeo Wealth Partners, LLC	Shares	18.0KSH	$448.9K
9	QUANTUM FINANCIAL PARTNERS LLC	Shares	16.3KSH	$405.6K
10	Abel Hall, LLC	Shares	15.7KSH	$392.6K
11	WOLFF WIESE MAGANA LLC	Shares	13.5KSH	$335.6K
12	Carnegie Lake Advisors LLC	Shares	13.2KSH	$328.8K
13	Police & Firemen's Retirement System of New Jersey	Shares	13.2KSH	$328.3K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.7KSH	$290.6K
15	Intrua Financial, LLC	Shares	11.5KSH	$287.0K
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	11.2KSH	$278.1K
17	Sage Investment Counsel LLC	Shares	11.0KSH	$274.2K
18	Sequoia Financial Advisors, LLC	Shares	9.7KSH	$242.9K
19	GAMMA Investing LLC	Shares	2.9KSH	$71.9K
20	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$43.5K
21	SIGNATUREFD, LLC	Shares	1.3KSH	$32.3K
22	Versant Capital Management, Inc	Shares	1.2KSH	$29.2K
23	Farther Finance Advisors, LLC	Shares	1.0KSH	$25.5K
24	MassMutual Private Wealth & Trust, FSB	Shares	367SH	$9.1K
25	IFP Advisors, Inc	Shares	352SH	$8.8K
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	316SH	$7.9K
27	AdvisorNet Financial, Inc	Shares	279SH	$6.9K
28	True Wealth Design, LLC	Shares	218SH	$5.4K
29	Triumph Capital Management	Shares	200SH	$5.0K
30	Mirae Asset Global Investments Co., Ltd.	Shares	181SH	$4.5K
31	Roxbury Financial LLC	Shares	109SH	$2.7K
32	Fortitude Family Office, LLC	Shares	70SH	$1.7K
33	FIRST COMMUNITY TRUST NA	Shares	60SH	$1.5K
34	FINANCIAL CONSULATE, INC	Shares	40SH	$998
35	State of Alaska, Department of Revenue	Shares	38.7KSH	$961
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	35.6KSH	$888
37	FARMERS & MERCHANTS INVESTMENTS INC	Shares	28SH	$698
38	Cedar Mountain Advisors, LLC	Shares	20SH	$499
39	Provenance Wealth Advisors, LLC	Shares	19SH	$474
40	AMALGAMATED BANK	Shares	11.9KSH	$296
41	JFS WEALTH ADVISORS, LLC	Shares	8SH	$200
42	Abound Wealth Management	Shares	7SH	$175
43	Davis Capital Management	Shares	6SH	$150
44	GILPIN WEALTH MANAGEMENT, LLC	Shares	1SH	$25
45	SJS Investment Consulting Inc.	Shares	1SH	$25

Manager changes2026-06-30 vs 2026-03-31

47 / 47 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+72.4K	+$1.8M	$1.8M
2	Abundance Wealth Counselors added	Shares	+33.2K	+$937.9K	$1.6M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+13.0K	+$429.9K	$1.1M
4	Sequoia Financial Advisors, LLC new	Shares	+9.7K	+$242.9K	$242.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.5K	+$208.1K	$517.1K
6	Brookwood Investment Group LLC added	Shares	+1.5K	+$113.5K	$577.1K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$91.9K	$328.3K
8	Cyndeo Wealth Partners, LLC added	Shares	+156	+$66.4K	$448.9K
9	Louisiana State Employees Retirement System trimmed	Shares	-100	+$65.4K	$481.1K
10	Sage Investment Counsel LLC added	Shares	+1.0K	+$59.9K	$274.2K
11	Abel Hall, LLC added	Shares	+10	+$55.3K	$392.6K
12	WOLFF WIESE MAGANA LLC added	Shares	+316	+$53.9K	$335.6K
13	Carnegie Lake Advisors LLC unchanged	Shares	0	+$46.2K	$328.8K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+34	+$41.5K	$290.6K
15	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$39.0K	$278.1K
16	Intrua Financial, LLC trimmed	Shares	-144	+$37.2K	$287.0K
17	SIGNATUREFD, LLC added	Shares	+575	+$16.9K	$32.3K
18	EverSource Wealth Advisors, LLC added	Shares	+468	+$16.1K	$43.5K
19	Farther Finance Advisors, LLC added	Shares	+287	+$10.0K	$25.5K
20	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+316	+$7.9K	$7.9K
21	IFP Advisors, Inc added	Shares	+256	+$6.7K	$8.8K
22	True Wealth Design, LLC added	Shares	+155	+$4.1K	$5.4K
23	GAMMA Investing LLC trimmed	Shares	-325	+$3.1K	$71.9K
24	Roxbury Financial LLC new	Shares	+109	+$2.7K	$2.7K
25	Versant Capital Management, Inc trimmed	Shares	-115	+$1.6K	$29.2K
26	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.3K	$9.1K
27	Fortitude Family Office, LLC added	Shares	+45	+$1.2K	$1.7K
28	AdvisorNet Financial, Inc added	Shares	+6	+$1.1K	$6.9K
29	Triumph Capital Management unchanged	Shares	0	+$700	$5.0K
30	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$210	$1.5K
31	JFS WEALTH ADVISORS, LLC new	Shares	+8	+$200	$200
32	Davis Capital Management new	Shares	+6	+$150	$150
33	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$140	$998
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+484	+$135	$888
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$98	$698
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$70	$499
37	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$67	$474
38	AMALGAMATED BANK trimmed	Shares	-692	+$27	$296
39	SJS Investment Consulting Inc. new	Shares	+1	+$25	$25
40	Abound Wealth Management unchanged	Shares	0	+$24	$175
41	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$3	$25
42	State of Alaska, Department of Revenue trimmed	Shares	-6.3K	$0	$961
43	Sound Income Strategies, LLC exited	Shares	-582	-$12.3K	$0
44	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-720	-$14.8K	$4.5K
45	Xcel Wealth Management, LLC trimmed	Shares	-6.5K	-$31.2K	$763.7K
46	IFM Investors Pty Ltd exited	Shares	-6.9K	-$147.7K	$0
47	Abacus Planning Group, Inc. exited	Shares	-72.7K	-$1.6M	$0