AssetMark Inc
EGP icon

AssetMark Inc’s EastGroup Properties EGP Stock Holding History

AssetMark Inc’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 		$135K Buy
683
+57
+9% +$11.7K ﹤0.01% 1568
2026
Q2 		$127K Buy
626
+28
+5% +$5.61K ﹤0.01% 1567
2026
Q1 		$111K Buy
598
+107
+22% +$20K ﹤0.01% 1507
2025
Q4 		$87.5K Buy
491
+115
+31% +$20.4K ﹤0.01% 1540
2025
Q3 		$63.6K Buy
376
+218
+138% +$36.2K ﹤0.01% 1554
2025
Q2 		$26.4K Sell
158
-1
-0.6% -$166 ﹤0.01% 1734
2025
Q1 		$28K Buy
159
+145
+1,036% +$25.2K ﹤0.01% 1614
2024
Q4 		$2.25K Hold
14
– – ﹤0.01% 2094
2024
Q3 		$2.62K Hold
14
– – ﹤0.01% 1829
2024
Q2 		$2.38K Buy
+14
New +$2.31K ﹤0.01% 1715
2022
Q1 		– Sell
-21
Closed -$5K – 1604
2021
Q4 		$5K Sell
21
-1,446
-99% -$290K ﹤0.01% 1225
2021
Q3 		$244K Buy
1,467
+104
+8% +$18.1K ﹤0.01% 544
2021
Q2 		$224K Buy
1,363
+72
+6% +$11.4K ﹤0.01% 564
2021
Q1 		$185K Buy
1,291
+45
+4% +$6.3K ﹤0.01% 563
2020
Q4 		$172K Sell
1,246
-615
-33% -$85K ﹤0.01% 565
2020
Q3 		$241K Sell
1,861
-901
-33% -$116K ﹤0.01% 495
2020
Q2 		$328K Sell
2,762
-155
-5% -$17.1K ﹤0.01% 442
2020
Q1 		$305K Buy
2,917
+67
+2% +$8.46K ﹤0.01% 427
2019
Q4 		$378K Buy
2,850
+911
+47% +$120K ﹤0.01% 439
2019
Q3 		$242K Buy
1,939
+185
+11% +$22.6K ﹤0.01% 460
2019
Q2 		$203K Buy
1,754
+338
+24% +$38.2K ﹤0.01% 456
2019
Q1 		$158K Buy
1,416
+126
+10% +$13.1K ﹤0.01% 480
2018
Q4 		$118K Sell
1,290
-60
-4% -$5.79K ﹤0.01% 524
2018
Q3 		$129K Buy
1,350
+67
+5% +$6.44K ﹤0.01% 534
2018
Q2 		$123K Sell
1,283
-182
-12% -$16.4K ﹤0.01% 535
2018
Q1 		$121K Buy
1,465
+1,110
+313% +$92.4K ﹤0.01% 539
2017
Q4 		$31K Buy
355
+346
+3,844% +$31.5K ﹤0.01% 909
2017
Q3 		$1K Buy
+9
New +$778 ﹤0.01% 1345

Other funds holding EGP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

AssetMark Inc's EGP Position: Q3 2026 in Review

AssetMark Inc increased its EastGroup Properties (EGP) stake by 9.1% in Q3 2026, buying an estimated $11.7K and bringing the position to 683 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

AssetMark Inc first reported a position in EGP in Q3 2017 and has held it in 28 quarters since. The position peaked at $378K in Q4 2019. 264 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • AssetMark Inc held 683 shares of EastGroup Properties worth $135K as of Q3 2026.
  • AssetMark Inc bought 57 EastGroup Properties shares in Q3 2026, an estimated $11.7K.
  • EastGroup Properties made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1568 holding.
  • AssetMark Inc first reported a position in EastGroup Properties in Q3 2017 and has held it in 28 quarters since.
  • AssetMark Inc's EastGroup Properties position peaked at $378K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.