Aptus Capital Advisors
EGP icon

Aptus Capital Advisors’s EastGroup Properties EGP Stock Holding History

Aptus Capital Advisors’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 		$11.1M Sell
56,025
-9
-0% -$1.85K 0.07% 216
2026
Q2 		$11.3M Buy
56,034
+391
+0.7% +$78.3K 0.08% 212
2026
Q1 		$10.3M Buy
55,643
+554
+1% +$103K 0.08% 204
2025
Q4 		$9.8M Buy
55,089
+240
+0.4% +$42.7K 0.07% 212
2025
Q3 		$9.28M Buy
54,849
+7,212
+15% +$1.2M 0.07% 222
2025
Q2 		$7.96M Buy
47,637
+4,171
+10% +$694K 0.06% 222
2025
Q1 		$7.66M Buy
43,466
+4,934
+13% +$859K 0.08% 215
2024
Q4 		$6.18M Buy
38,532
+7,030
+22% +$1.21M 0.06% 234
2024
Q3 		$5.89M Buy
31,502
+4,240
+16% +$782K 0.09% 198
2024
Q2 		$4.64M Buy
27,262
+5,400
+25% +$893K 0.08% 190
2024
Q1 		$3.93M Buy
21,862
+2,304
+12% +$415K 0.07% 205
2023
Q4 		$3.59M Sell
19,558
-216
-1% -$36.9K 0.1% 167
2023
Q3 		$3.29M Sell
19,774
-4,032
-17% -$714K 0.09% 173
2023
Q2 		$4.13M Buy
23,806
+1,736
+8% +$290K 0.1% 163
2023
Q1 		$3.65M Buy
22,070
+2,582
+13% +$420K 0.1% 147
2022
Q4 		$2.89M Buy
19,488
+2,077
+12% +$313K 0.09% 179
2022
Q3 		$2.51M Buy
17,411
+1,005
+6% +$164K 0.06% 182
2022
Q2 		$2.53M Buy
16,406
+621
+4% +$109K 0.07% 165
2022
Q1 		$3.21M Buy
15,785
+1,005
+7% +$199K 0.08% 139
2021
Q4 		$3.37M Buy
14,780
+2,814
+24% +$565K 0.1% 131
2021
Q3 		$1.99M Buy
11,966
+2,144
+22% +$372K 0.05% 170
2021
Q2 		$1.62M Buy
9,822
+1,474
+18% +$233K 0.05% 176
2021
Q1 		$1.2M Buy
8,348
+1,608
+24% +$225K 0.04% 198
2020
Q4 		$931K Buy
6,740
+1,072
+19% +$148K 0.04% 186
2020
Q3 		$733K Sell
5,668
-134
-2% -$17.3K 0.04% 182
2020
Q2 		$688K Buy
5,802
+67
+1% +$7.4K 0.04% 165
2020
Q1 		$599K Buy
5,735
+402
+8% +$50.8K 0.05% 159
2019
Q4 		$708K Buy
5,333
+871
+20% +$114K 0.05% 213
2019
Q3 		$558K Buy
+4,462
New +$545K 0.03% 239

Other funds holding EGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Aptus Capital Advisors's EGP Position: Q3 2026 in Review

Aptus Capital Advisors reduced its EastGroup Properties (EGP) stake by 0.02% in Q3 2026, selling an estimated $1.85K and leaving 56,025 shares worth $11.1M. The position accounts for 0.07% of the portfolio, ranked #216.

Aptus Capital Advisors first reported a position in EGP in Q3 2019 and has held it in 29 quarters since. The position peaked at $11.3M in Q2 2026. 445 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • Aptus Capital Advisors held 56,025 shares of EastGroup Properties worth $11.1M as of Q3 2026.
  • Aptus Capital Advisors sold 9 EastGroup Properties shares in Q3 2026, an estimated $1.85K.
  • EastGroup Properties made up 0.07% of Aptus Capital Advisors's portfolio in Q3 2026, its #216 holding.
  • Aptus Capital Advisors first reported a position in EastGroup Properties in Q3 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's EastGroup Properties position peaked at $11.3M in Q2 2026.
  • 445 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.