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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

DEA holding history

Easterly Government Properties, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEA overviewAll 13F holders of DEAFull Q2 2026 holdings

Shares (Q2 2026)
30,635
Value
$763.7K
% of portfolio
0.2%
Quarters held
13
Since Q2 2023
Holdings of DEA by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,635$763.7K0.2%−6,460−17.4%ReducedHolders
Q1 202637,095$795.0K0.2%−9,728−20.8%ReducedHolders
Q4 202546,823$992.2K0.3%−82,720−63.9%ReducedHolders
Q3 2025129,543$2.97M0.8%−4,932−3.7%ReducedHolders
Q2 2025134,475$2.99M0.8%−24,952−15.7%ReducedConverted for a 2-for-5 splitHolders
Q1 2025398,567$4.22M1.3%−14,785−3.6%ReducedHolders
Q4 2024413,352$4.70M1.3%+20,129+5.1%AddedHolders
Q3 2024393,223$5.34M1.6%+1,091+0.3%AddedHolders
Q2 2024392,132$4.85M1.5%+40,782+11.6%AddedHolders
Q1 2024351,350$4.04M1.3%+170,650+94.4%AddedHolders
Q4 2023180,700$2.43M0.9%+28,250+18.5%AddedHolders
Q3 2023152,450$1.74M0.7%+43,050+39.4%AddedHolders
Q2 2023109,400$1.59M0.5%+109,400NewHolders