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B. Riley Wealth Advisors’s EastGroup Properties EGP Stock Holding History

B. Riley Wealth 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
2024
Q4 		$266K Sell
1,645
-32
-2% -$5.53K 0.01% 916
2024
Q3 		$315K Sell
1,677
-6
-0.4% -$1.11K 0.01% 929
2024
Q2 		$288K Sell
1,683
-678
-29% -$112K 0.01% 1050
2024
Q1 		$396K Buy
2,361
+177
+8% +$31.9K 0.01% 912
2023
Q4 		$404K Sell
2,184
-177
-7% -$30.2K 0.01% 921
2023
Q3 		$396K Buy
2,361
+160
+7% +$28.4K 0.01% 912
2023
Q2 		$385K Sell
2,201
-801
-27% -$134K 0.01% 994
2023
Q1 		$500K Buy
3,002
+42
+1% +$6.83K 0.01% 799
2022
Q4 		$442K Sell
2,960
-96
-3% -$14.5K 0.01% 843
2022
Q3 		$441K Buy
+3,056
New +$499K 0.01% 813
2022
Q2 		– Sell
-1,040
Closed -$212K – 1276
2022
Q1 		$212K Buy
1,040
+70
+7% +$13.8K 0.01% 1186
2021
Q4 		$221K Buy
+970
New +$195K 0.01% 1229
2015
Q1 		– Sell
-427
Closed -$27 – 955
2014
Q4 		$27 Buy
+427
New +$27.8K ﹤0.01% 2412
2014
Q3 		– Sell
-483
Closed -$31K – 983
2014
Q2 		$31K Buy
+483
New +$30.6K 0.01% 1251

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's EGP Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its EastGroup Properties (EGP) stake by 1.9% in Q4 2024, selling an estimated $5.53K and leaving 1,645 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #916.

B. Riley Wealth Advisors first reported a position in EGP in Q2 2014 and has held it in 14 quarters since. The position peaked at $500K in Q1 2023. 449 funds tracked by Wall St. Rank hold EGP as of Q4 2024.

  • B. Riley Wealth Advisors held 1,645 shares of EastGroup Properties worth $266K as of Q4 2024.
  • B. Riley Wealth Advisors sold 32 EastGroup Properties shares in Q4 2024, an estimated $5.53K.
  • EastGroup Properties made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #916 holding.
  • B. Riley Wealth Advisors first reported a position in EastGroup Properties in Q2 2014 and has held it in 14 quarters since.
  • B. Riley Wealth Advisors's EastGroup Properties position peaked at $500K in Q1 2023.
  • 449 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.