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Institutional

EASTERLY INVESTMENT PARTNERS LLC

CIK 0001766150
$1.31B
Reported AUM
166
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · EASTERLY INVESTMENT PARTNERS LLC · Q1 2026

AI · grounded in 13F

EASTERLY INVESTMENT PARTNERS LLC exited its position in VZ for a reduction of $17.29M and closed its stake in AMGN for $14.88M. The fund established a new position in SPG valued at $9.31M. Other notable activity includes increasing share counts in KRG by 2,016% and FR by 1,726%.

Portfolio · Q1 2026

SPY$444.0MOther$652.7MEL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$444.0M33.97%+40,000+6.0%
2JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$24.0M1.83%+1,198+1.5%
3RRCRANGE RES CORP$39.10-3.43%2.83%166.83%$22.4M1.71%+34,612+7.5%
4JXNJACKSON FINANCIAL INC$107.861.78%33.71%418.34%$22.1M1.69%5,214−2.4%
5CMCCOMMERCIAL METALS CO$74.15-2.78%50.33%141.15%$20.9M1.60%+19,895+6.2%
6COLBCOLUMBIA BKG SYS INC$29.660.54%30.52%10.17%$19.8M1.52%+12,186+1.7%
7ANFABERCROMBIE & FITCH CO$75.34-2.99%-9.22%99.26%$18.0M1.38%+18,164+10.0%
8COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$17.6M1.35%16,949−11.3%
9OTEXOPEN TEXT CORP$23.12-2.24%-13.01%-48.18%$16.8M1.29%+295,529+64.0%
10CLFCLEVELAND-CLIFFS INC NEW$13.53-6.24%78.03%-45.88%$16.5M1.26%+376,334+23.7%
11CCITIGROUP INC$132.47-1.98%73.11%132.92%$16.1M1.23%51,140−26.3%
12PLABPHOTRONICS INC$29.15-7.52%60.96%118.03%$16.1M1.23%18,973−4.5%
13VCVISTEON CORP$117.46-3.56%42.35%4.25%$16.0M1.23%+147,136+476.6%
14ASTEASTEC INDS INC$50.23-2.60%26.74%-13.03%$15.1M1.15%+89,195+46.4%
15UPSUNITED PARCEL SVCS INC$108.54-1.52%18.07%-28.90%$15.1M1.15%+36,403+31.0%
16STSENSATA TECHNOLOGIES HLDG PL$49.84-5.32%86.93%-10.14%$14.9M1.14%+363,414+565.8%
17BTGB2GOLD CORP$4.18-8.73%14.97%20.44%$14.6M1.12%+366,940+12.5%
18CNCCENTENE CORP DEL$62.33-0.59%13.00%-9.15%$14.4M1.10%+5,103+1.2%
19TGTTARGET CORP$122.57-1.03%31.46%-45.36%$14.3M1.10%41,625−26.0%
20JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$14.2M1.09%18,448−24.1%
21DISDISNEY WALT CO$99.710.37%-11.49%-42.02%$14.2M1.08%+55,965+61.4%
22PGNYPROGYNY INC$25.861.49%19.28%-53.56%$14.2M1.08%+687,435+470.8%
23BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$14.0M1.07%321,801−52.8%
24BMRNBIOMARIN PHARMACEUTICAL INC$56.770.53%0.21%-26.01%$13.9M1.06%+123,885+100.7%
25AGGISHARES TR$98.17-0.50%5.32%-1.36%$13.0M1.00%HELD
26DKDELEK US HLDGS INC NEW$48.281.28%160.41%228.46%$13.0M0.99%9,257−3.1%
27EATBRINKER INTL INC$140.462.90%-18.17%158.48%$12.6M0.96%+7,752+9.6%
28ELVELEVANCE HEALTH INC FORMERLY$415.531.49%7.89%15.79%$12.5M0.96%205−0.5%
29FRFIRST INDL RLTY TR INC$61.58-0.16%28.61%27.97%$12.5M0.95%+205,065+1726.1%
30METMETLIFE INC$84.491.23%8.88%70.52%$12.0M0.92%155−0.1%
31EQIXEQUINIX INC$1080.95-0.75%$11.6M0.89%7,000−36.9%
32NTSTNETSTREIT CORP$19.992.36%$10.8M0.83%+33,966+6.4%
33CSCOCISCO SYS INC$121.64-6.43%$10.3M0.79%204,859−60.6%
34MPCMARATHON PETE CORP$262.01-1.89%$9.8M0.75%15,515−28.0%
35GDXJVANECK ETF TRUST$100.59-10.11%$9.4M0.72%+5,600+7.5%
36SPGSIMON PPTY GROUP INC NEW$210.311.98%$9.3M0.71%+50,800NEW
37WELLWELLTOWER INC$206.933.03%$9.3M0.71%45,058−48.8%
38SNYSANOFI SA$45.021.44%$9.1M0.70%+129,066+207.7%
39LQDISHARES TR$108.17-0.62%$9.1M0.70%+5,000+6.4%
40KRGKITE REALTY GROUP TRUST$27.691.47%$9.0M0.69%+350,220+2016.0%
41DLRDIGITAL RLTY TR INC$186.79-1.01%$8.3M0.63%59,623−56.1%
42AHRAMERICAN HEALTHCARE REIT INC$47.482.39%$8.2M0.63%215,238−55.2%
43MSFTMICROSOFT CORP$416.67-2.66%$8.1M0.62%+21,940NEW
44LYFTLYFT INC$13.65-3.33%$8.1M0.62%+11,902+2.0%
45TIPISHARES TR$109.25-0.48%$8.1M0.62%+5,000+7.3%
46LULULULULEMON ATHLETICA INC$114.23-8.56%$8.0M0.61%1,366−2.5%
47FNBF N B CORP$17.690.28%$7.9M0.61%372,898−43.9%
48PCRXPACIRA BIOSCIENCES INC$22.750.35%$7.7M0.59%+83,000+33.0%
49AMTAMERICAN TOWER CORP$194.120.11%$7.4M0.56%10,018−18.8%
50CRMSALESFORCE INC$185.66-1.64%$7.3M0.56%+39,134NEW
51ZBHZIMMER BIOMET HOLDINGS INC$87.330.74%$6.9M0.52%+12,954+20.6%
52OHIOMEGA HEALTHCARE INVS INC$44.471.83%$6.5M0.50%+148,478NEW
53VICIVICI PPTYS INC$27.862.39%$6.5M0.50%240,040−50.2%
54REXRREXFORD INDL RLTY INC$34.07-0.44%$6.4M0.49%+195,525NEW
55EQTEQT CORP$53.75-2.70%$6.1M0.47%+17,500+22.3%
56IRMIRON MTN INC DEL$124.66-4.29%$6.1M0.47%11,520−15.7%
57ONBOLD NATL BANCORP IND$23.96-0.04%$5.9M0.45%11,727−4.1%
58PVHPVH CORPORATION$77.80-0.46%$5.5M0.42%+13,360+20.0%
59HBMHUDBAY MINERALS INC$25.66-14.81%$5.5M0.42%7,496−2.6%
60AMHAMERICAN HOMES 4 RENT$33.271.06%$5.2M0.40%62,900−25.3%
61LNCLINCOLN NATL CORP IND$34.742.06%$4.9M0.38%341,498−71.0%
62NOGNORTHERN OIL & GAS INC$20.98-4.11%$4.9M0.38%20,785−11.1%
63CNOCNO FINL GROUP INC$47.911.68%$4.9M0.38%295,783−71.2%
64DELLDELL TECHNOLOGIES INC$394.39-6.55%$4.9M0.37%HELD
65MAAMID-AMER APT CMNTYS INC$137.540.49%$4.7M0.36%+34,973+1093.2%
66PLDPROLOGIS INC.$144.540.52%$4.5M0.34%+34,354NEW
67ZIONZIONS BANCORPORATION NATL AS$63.230.29%$4.3M0.33%3,855−4.8%
68CDPCOPT DEFENSE PROPERTIES$32.651.75%$4.3M0.33%159,271−53.1%
69MOHMOLINA HEALTHCARE INC$190.86-1.01%$4.2M0.32%6,290−16.5%
70LRNSTRIDE INC$100.01-1.94%$4.1M0.32%+22,973+92.5%
71SUSUNCOR ENERGY INC NEW$62.22-4.96%$4.1M0.31%46,680−43.0%
72VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$4.0M0.30%HELD
73MTHMERITAGE HOMES CORP$68.330.21%$3.8M0.29%+243+0.4%
74SUISUN CMNTYS INC$123.690.82%$3.7M0.28%+29,190NEW
75DIODDIODES INC$101.06-10.17%$3.5M0.26%+37,944+274.0%
76AGIALAMOS GOLD INC$35.52-8.00%$3.1M0.24%27,327−27.1%
77AEOAMERICAN EAGLE OUTFITTERS IN$16.44-1.32%$3.0M0.23%68,712−27.3%
78FITBFIFTH THIRD BANCORP$52.010.41%$2.9M0.22%+52,893+516.0%
79ASBASSOCIATED BANC-CORP$27.760.07%$2.7M0.21%+61,141+132.9%
80SBACSBA COMMUNICATIONS CORP$208.020.08%$2.7M0.21%5,400−25.2%
81UGIUGI CORP NEW$34.851.43%$2.6M0.20%HELD
82SIMOSILICON MOTION TECHNOLOGY CO$258.70-12.21%$2.6M0.20%100,419−81.1%
83CRICARTERS INC$38.190.10%$2.4M0.19%7,200−9.5%
84PFEPFIZER INC$26.041.36%$2.3M0.17%43,555−34.7%
85FLGFLAGSTAR BANK NATIONAL ASSOC$14.02-0.64%$2.3M0.17%+67,842+63.8%
86HIWHIGHWOODS PPTYS INC$27.881.01%$2.3M0.17%+5,774+5.7%
87NVDANVIDIA CORPORATION$205.10-6.20%$2.2M0.17%2,500−16.7%
88LVSLAS VEGAS SANDS CORP$50.25-0.95%$2.1M0.16%+40+0.1%
89WCCWESCO INTL INC$354.31-3.02%$1.9M0.15%34,954−82.6%
90SOCSABLE OFFSHORE CORP$12.25-9.53%$1.9M0.14%122,000−52.6%
91AMLPALPS ETF TR$52.77-0.90%$1.9M0.14%HELD
92FAXABRDN ASIA PACIFIC INCOME FU$14.30-0.76%$1.8M0.14%+28,818+29.4%
93KVUEKENVUE INC$17.714.92%$1.8M0.13%+90+0.1%
94ECVTECOVYST INC$12.85-0.62%$1.7M0.13%32,366−19.3%
95HAEHAEMONETICS CORP MASS$71.282.05%$1.7M0.13%+1,432+4.8%
96AKAMAKAMAI TECHNOLOGIES INC$149.32-6.08%$1.7M0.13%82,986−84.2%
97GTMZOOMINFO TECHNOLOGIES INC$2.98-1.65%$1.6M0.12%+112,970+72.7%
98NUENUCOR CORP$254.39-3.01%$1.5M0.12%HELD
99URBNURBAN OUTFITTERS INC$71.30-2.21%$1.5M0.12%+24,347NEW
100GNTXGENTEX CORP$24.63-1.68%$1.5M0.11%+15,035+27.7%
101STZCONSTELLATION BRANDS INC$1.5M0.11%HELD
102ZNGAZOOM COMMUNICATIONS INC$1.4M0.11%+18+0.1%
103ATKRATKORE INC$1.4M0.10%3,773−13.9%
104REGNREGENERON PHARMACEUTICALS$1.3M0.10%16−0.9%
105PCARPACCAR INC$1.3M0.10%HELD
106VUGVANGUARD INDEX FDS$1.3M0.10%+13,665+376.1%
107AEMAGNICO EAGLE MINES LTD$1.3M0.10%14,000−68.1%
108HIGHARTFORD INSURANCE GROUP INC$1.3M0.10%+2,400+34.6%
109COLLCOLLEGIUM PHARMACEUTICAL INC$1.2M0.09%+2,100+6.0%
110TEXTEREX CORP NEW$1.2M0.09%10,514−33.4%
111UWMCUWM HOLDINGS CORPORATION$1.2M0.09%+99,330+41.4%
112NKENIKE INC$1.2M0.09%+22,000NEW
113FCFFIRST COMWLTH FINL CORP PA$1.1M0.09%4,074−6.0%
114NATLNCR ATLEOS CORPORATION$1.1M0.08%56,336−68.6%
115LMBLIMBACH HLDGS INC$1.1M0.08%+14,051NEW
116XBISPDR SERIES TRUST$1.1M0.08%HELD
117INMDINMODE LTD$1.0M0.08%+8,667+12.7%
118XEADXALLSPRING INCOME OPPORTUNIT$1.0M0.08%HELD
119OXYOCCIDENTAL PETE CORP$1.0M0.08%HELD
120ASMLASML HLDG NV$993K0.08%1,000−57.1%
121BIVVANGUARD BD INDEX FDS$919K0.07%908−7.1%
122RALRALLIANT CORP$917K0.07%+22,528NEW
123LHXL3HARRIS TECHNOLOGIES INC$897K0.07%HELD
124CTRACOTERRA ENERGY INC$879K0.07%20,000−44.4%
125AMDADVANCED MICRO DEVICES INC$854K0.07%4,000−48.8%
126DOCUDOCUSIGN INC$806K0.06%+17,000NEW
127WHRWHIRLPOOL CORP$787K0.06%195,269−92.9%
128SMCISUPER MICRO COMPUTER INC$761K0.06%HELD
129DALDELTA AIR LINES INC$758K0.06%13,737−53.4%
130MRKMERCK & CO INC$638K0.05%57,493−91.6%
131CCRNCROSS CTRY HEALTHCARE INC$601K0.05%6,381−9.1%
132EFAISHARES TR$596K0.05%2,500−29.0%
133LNTHLANTHEUS HLDGS INC$595K0.05%+7,955NEW
134CNXCNX RES CORP$590K0.05%2,892−16.1%
135VTRVENTAS INC$589K0.05%706−8.9%
136GOOGALPHABET INC$574K0.04%HELD
137SHYISHARES TR$556K0.04%HELD
138SFMSPROUTS FMRS MKT INC$521K0.04%+6,750NEW
139AMZNAMAZON COM INC$521K0.04%+2,500NEW
140LXPLXP INDUSTRIAL TRUST$515K0.04%93−0.8%
141EEMISHARES TR$486K0.04%850−9.0%
142GEGE AEROSPACE$465K0.04%HELD
143PYPLPAYPAL HLDGS INC$447K0.03%90,651−90.1%
144PPCPILGRIMS PRIDE CORP$444K0.03%810−6.4%
145DSLDOUBLELINE INCOME SOLUTIONS$416K0.03%HELD
146GLPIGAMING & LEISURE P$414K0.03%1,201−11.4%
147INDAISHARES TR$385K0.03%HELD
148PINSPINTEREST INC$367K0.03%+20,000NEW
149FCXFREEPORT MCMORAN INC$364K0.03%242,403−97.3%
150PFFISHARES TR$358K0.03%HELD
151GEVGE VERNOVA INC$357K0.03%HELD
152LAMRLAMAR ADVERTISING CO$354K0.03%+916+48.7%
153PNCPNC FINL SVCS GROUP INC$354K0.03%HELD
154IWPISHARES TR$341K0.03%HELD
155CTRECARETRUST REIT INC$339K0.03%+9,239NEW
156IWDISHARES TR$317K0.02%HELD
157PECOPHILLIPS EDISON & CO INC$298K0.02%+7,964NEW
158VGSHVANGUARD SCOTTSDALE FDS$270K0.02%35−0.8%
159SHPROSHARES TR$266K0.02%HELD
160ORCLORACLE CORP$247K0.02%3,000−64.1%
161IBMINTERNATIONAL BUSINESS MACHS$242K0.02%HELD
162SKTTANGER INC$241K0.02%+7,101NEW
163VOTVANGUARD INDEX FDS$236K0.02%HELD
164UMHUMH PPTYS INC$230K0.02%4,950−23.7%
165CUZCOUSINS PPTYS INC$219K0.02%HELD
166ACCOACCO BRANDS CORP$211K0.02%HELD
167VZVERIZON COMMUNICATIONS INC424,414EXITED
168AMGNAMGEN INC45,448EXITED
169VTRSVIATRIS INC1,139,755EXITED
170TSMTAIWAN SEMICONDUCTOR MFG40,828EXITED
171RRXREGAL REXNORD CORPORATION75,354EXITED
172BDXBECTON DICKINSON & CO53,783EXITED
173COFCAPITAL ONE FINL CORP41,973EXITED
174ESEVERSOURCE ENERGY149,682EXITED
175NVTNVENT ELECTRIC PLC92,323EXITED
176CVXCHEVRON CORP NEW60,490EXITED
177EXEEXPAND ENERGY CORPORATION76,953EXITED
178LHLABCORP HOLDINGS INC30,268EXITED
179HONHONEYWELL INTL INC32,151EXITED
180GSGOLDMAN SACHS GROUP INC7,047EXITED
181JCIJOHNSON CTLS INTL PLC51,487EXITED
182KMBKIMBERLY-CLARK CORP59,822EXITED
183LOWLOWES COS INC23,008EXITED
184ADBEADOBE INC15,779EXITED
185BXBLACKSTONE INC35,186EXITED
186COLDAMERICOLD REALTY TRUST INC417,910EXITED
187WMTWALMART INC41,390EXITED
188BRXBRIXMOR PPTY GROUP INC173,015EXITED
189CNRCORE NATURAL RESOURCES INC51,087EXITED
190AKRACADIA RLTY TR210,290EXITED
191BRK/BBERKSHIRE HATHAWAY INC DEL8,362EXITED
192QTRXQUANTERIX CORP616,681EXITED
193ACNACCENTURE PLC IRELAND13,698EXITED
194KHCKRAFT HEINZ CO144,334EXITED
195ALLALLSTATE CORP16,235EXITED
196AIGAMERICAN INTL GROUP INC38,337EXITED
197OWLBLUE OWL CAPITAL INC206,673EXITED
198LWLAMB WESTON HLDGS INC73,316EXITED
199TXTTEXTRON INC30,390EXITED
200IFFINTERNATIONAL38,801EXITED
201UNFUNIFIRST CORP MASS13,125EXITED
202VRTVERTIV HOLDINGS CO15,390EXITED
203MCDMCDONALDS CORP7,691EXITED
204IUSVISHARES TR22,245EXITED
205AAPLAPPLE INC8,268EXITED
206ELSEQUITY LIFESTYLE PPTYS INC31,769EXITED
207NSANATIONAL STORAGE AFFILIATES37,993EXITED
208AMKRAMKOR TECHNOLOGY INC27,049EXITED
209BLMNBLOOMIN BRANDS INC168,940EXITED
210MODMODINE MFG CO7,510EXITED
211XOMEXXON MOBIL CORP8,301EXITED
212WMBWILLIAMS COS INC16,330EXITED
213AVNSAVANOS MED INC75,131EXITED
214ADCAGREE RLTY CORP11,122EXITED
215GDXVANECK ETF TRUST7,800EXITED
216IRTINDEPENDENCE RLTY TR INC36,509EXITED
217GOOGLALPHABET INC1,863EXITED
218MUMICRON TECHNOLOGY INC2,037EXITED
219MSMORGAN STANLEY3,151EXITED
220PKPARK HOTELS & RESORTS INC45,121EXITED
221UTZUTZ BRANDS INC37,675EXITED
222PRMBPRIMO BRANDS CORPORATION22,763EXITED
223CPBTHE CAMPBELLS COMPANY11,479EXITED
224INVHINVITATION HOMES INC10,722EXITED
225SELFGLOBAL SELF STORAGE INC49,061EXITED
226STXSEAGATE TECHNOLOGY HLDNGS867EXITED
227TMOTHERMO FISHER SCIENTIFIC379EXITED
228FIPFTAI INFRASTRUCTURE INC38,968EXITED
229MFICMIDCAP FINANCIAL INVSTMNT12,148EXITED
230CERSCERUS CORP20,229EXITED

Source: SEC EDGAR · accession 0001214659-26-005875. 13F discloses long positions only — shorts, foreign equities, and options are excluded.