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AE Wealth Management’s EastGroup Properties EGP Stock Holding History

AE Wealth Management’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
Q2 		$731K Sell
3,610
-504
-12% -$101K ﹤0.01% 1041
2026
Q1 		$761K Sell
4,114
-194,786
-98% -$36.4M ﹤0.01% 926
2025
Q4 		$35.4M Buy
198,900
+46,653
+31% +$8.29M 0.2% 108
2025
Q3 		$25.8M Buy
152,247
+24,873
+20% +$4.13M 0.16% 136
2025
Q2 		$21.3M Sell
127,374
-2,250
-2% -$374K 0.16% 150
2025
Q1 		$22.8M Buy
129,624
+17,147
+15% +$2.98M 0.19% 122
2024
Q4 		$18.1M Buy
112,477
+23,892
+27% +$4.13M 0.15% 157
2024
Q3 		$16.5M Buy
88,585
+15,734
+22% +$2.9M 0.15% 155
2024
Q2 		$12.4M Buy
72,851
+24,802
+52% +$4.1M 0.12% 196
2024
Q1 		$8.64M Buy
48,049
+7,260
+18% +$1.31M 0.1% 232
2023
Q4 		$7.3M Buy
40,789
+19,432
+91% +$3.32M 0.04% 482
2023
Q3 		$3.56M Buy
21,357
+7,951
+59% +$1.41M 0.02% 648
2023
Q2 		$2.33M Buy
13,406
+3,455
+35% +$576K 0.01% 802
2023
Q1 		$1.65M Buy
9,951
+488
+5% +$79.4K 0.01% 864
2022
Q4 		$1.4M Buy
9,463
+982
+12% +$148K 0.01% 864
2022
Q3 		$1.22M Buy
+8,481
New +$1.38M 0.01% 873
2020
Q4 		– Sell
-2,537
Closed -$328K – 1374
2020
Q3 		$328K Buy
2,537
+680
+37% +$87.8K ﹤0.01% 1013
2020
Q2 		$220K Sell
1,857
-941
-34% -$104K ﹤0.01% 1126
2020
Q1 		$292K Buy
2,798
+7
+0.3% +$884 0.01% 886
2019
Q4 		$370K Sell
2,791
-186
-6% -$24.4K 0.01% 828
2019
Q3 		$372K Hold
2,977
– – 0.01% 700
2019
Q2 		$345K Buy
2,977
+408
+16% +$46.1K 0.01% 700
2019
Q1 		$287K Buy
2,569
+52
+2% +$5.4K 0.02% 478
2018
Q4 		$231K Hold
2,517
– – 0.04% 407
2018
Q3 		$241K Buy
2,517
+7
+0.3% +$673 0.01% 511
2018
Q2 		$240K Sell
2,510
-225
-8% -$20.2K 0.02% 382
2018
Q1 		$226K Sell
2,735
-2
-0.1% -$166 0.02% 381
2017
Q4 		$242K Buy
2,737
+19
+0.7% +$1.73K 0.02% 362
2017
Q3 		$239K Buy
+2,718
New +$235K 0.02% 349

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's EGP Position: Q2 2026 in Review

AE Wealth Management reduced its EastGroup Properties (EGP) stake by 12% in Q2 2026, selling an estimated $101K and leaving 3,610 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

AE Wealth Management first reported a position in EGP in Q3 2017 and has held it in 29 quarters since. The position peaked at $35.4M in Q4 2025. 548 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • AE Wealth Management held 3,610 shares of EastGroup Properties worth $731K as of Q2 2026.
  • AE Wealth Management sold 504 EastGroup Properties shares in Q2 2026, an estimated $101K.
  • EastGroup Properties made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1041 holding.
  • AE Wealth Management first reported a position in EastGroup Properties in Q3 2017 and has held it in 29 quarters since.
  • AE Wealth Management's EastGroup Properties position peaked at $35.4M in Q4 2025.
  • 548 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.