EASTERLY INVESTMENT PARTNERS LLC
All 13F Filings
- Location
- Beverly, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,306,942
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 166 | 1,306,942 | 13F-HR | EASTERLY INVESTMENT PARTNERS LLC |
| Q4 2025 | 2/10/2026 | 211 | 1,629,268 | 13F-HR | EASTERLY INVESTMENT PARTNERS LLC |
| Q3 2025 | 11/12/2025 | 199 | 1,478,232 | 13F-HR | EASTERLY INVESTMENT PARTNERS LLC |
| Q2 2025 | 7/29/2025 | 189 | 1,394,461 | 13F-HR | EASTERLY INVESTMENT PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 810.3 K | 62.0% | 0 | 797.9 K | -797.9 K |
| ETFs | 496.6 K | 38.0% | 475.5 K | 0 | 475.5 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
1,306,942
Holdings
166
QoQ value change ($000)
-322,326
(-19.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.