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Portfolio (Quarterly) Guide ↗

EASTERLY INVESTMENT PARTNERS LLC

· CIK 0001766150
13F Portfolio $1.3B AUM 166 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 47 Added 66 Reduced 64 Exited
Page 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM INTERNATIONAL BUSINESS MACHS Technology 1,000.0 $242K 0.02% $242.39 -9.9%
162 SKT TANGER INC Real Estate 7,101.0 $241K 0.02% NEW $33.98 +5.3%
163 VOT VANGUARD INDEX FDS 917.0 $236K 0.02% $257.35 +10.9%
164 UMH UMH PPTYS INC Real Estate 15,925.0 $230K 0.02% -5K -23.7% $14.43 +5.3%
165 CUZ COUSINS PPTYS INC Real Estate 9,720.0 $219K 0.02% $22.57 +16.8%
166 ACCO ACCO BRANDS CORP Industrials 70,400.0 $211K 0.02% $3.00 +25.3%
Page 9 of 9  ·  166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.4%
Real Estate 11.3%
Healthcare 8.5%
Technology 8.4%
Energy 6.6%
Consumer Cyclical 6.2%
Basic Materials 5.2%
Industrials 3.2%
Consumer Defensive 1.8%
Communication Services 1.2%