Superior Planning, LLC’s EastGroup Properties EGP Stock Holding History

Superior Planning, LLC’s Portfolio EGP Stock Details EGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.2K	Buy	+138	New	+$28.3K	0.01%	578

Other funds holding EGP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's EGP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in EastGroup Properties (EGP) in Q3 2026: 138 shares worth $27.2K. The stake represents 0.01% of the portfolio and ranks #578 among its holdings.

397 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

Superior Planning, LLC held 138 shares of EastGroup Properties worth $27.2K as of Q3 2026.
EastGroup Properties was a new Superior Planning, LLC position in Q3 2026.
EastGroup Properties made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #578 holding.
397 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.