Albion Financial Group’s EastGroup Properties EGP Stock Holding History

Albion Financial Group’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 Q1	$4.07K	Buy	22 +6	+38%	+$1.12K	﹤0.01%	501
2025 Q4	$2.85K	Hold	16	–	–	﹤0.01%	516
2025 Q3	$2.71K	Hold	16	–	–	﹤0.01%	504
2025 Q2	$2.67K	Hold	16	–	–	﹤0.01%	466
2025 Q1	$2.82K	Hold	16	–	–	﹤0.01%	460
2024 Q4	$2.57K	Hold	16	–	–	﹤0.01%	539
2024 Q3	$2.99K	Hold	16	–	–	﹤0.01%	401
2024 Q2	$2.72K	Hold	16	–	–	﹤0.01%	409
2024 Q1	$2.88K	Buy	16 +9	+129%	+$1.62K	﹤0.01%	393
2023 Q4	$1.28K	Hold	7	–	–	﹤0.01%	415
2023 Q3	$1.17K	Hold	7	–	–	﹤0.01%	412
2023 Q2	$1.22K	Hold	7	–	–	﹤0.01%	406
2023 Q1	$1.16K	Hold	7	–	–	﹤0.01%	397
2022 Q4	$1.04K	Hold	7	–	–	﹤0.01%	429
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	409
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	460
2022 Q1	$1K	Sell	7 -7	-50%	-$1.39K	﹤0.01%	520
2021 Q4	$3K	Buy	14 +10	+250%	+$2.01K	﹤0.01%	483
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	483
2021 Q2	$1K	Buy	+4	New	+$633	﹤0.01%	478
2020 Q4	$1K	Buy	+4	New	+$553	﹤0.01%	446

Other funds holding EGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Albion Financial Group's EGP Position: Q1 2026 in Review

Albion Financial Group increased its EastGroup Properties (EGP) stake by 38% in Q1 2026, buying an estimated $1.12K and bringing the position to 22 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Albion Financial Group first reported a position in EGP in Q4 2020 and has held it in 21 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Albion Financial Group held 22 shares of EastGroup Properties worth $4.07K as of Q1 2026.
Albion Financial Group bought 6 EastGroup Properties shares in Q1 2026, an estimated $1.12K.
EastGroup Properties made up ﹤0.01% of Albion Financial Group's portfolio in Q1 2026, its #501 holding.
Albion Financial Group first reported a position in EastGroup Properties in Q4 2020 and has held it in 21 quarters since.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.