Bar Harbor Wealth Management’s EastGroup Properties EGP Stock Holding History

Bar Harbor 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	$9.49M	Buy	46,837 +9,124	+24%	+$1.83M	0.51%	54
2026 Q1	$6.98M	Buy	37,713 +654	+2%	+$122K	0.41%	66
2025 Q4	$6.6M	Buy	37,059 +13,391	+57%	+$2.38M	0.38%	66
2025 Q3	$4.01M	Buy	23,668 +663	+3%	+$110K	0.24%	92
2025 Q2	$3.84M	Sell	23,005 -339	-1%	-$56.4K	0.25%	91
2025 Q1	$4.11M	Buy	23,344 +66	+0.3%	+$11.5K	0.27%	86
2024 Q4	$3.74M	Buy	23,278 +148	+0.6%	+$25.6K	0.24%	94
2024 Q3	$4.32M	Buy	+23,130	New	+$4.26M	0.28%	94

Other funds holding EGP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bar Harbor Wealth Management's EGP Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its EastGroup Properties (EGP) stake by 24% in Q2 2026, buying an estimated $1.83M and bringing the position to 46,837 shares worth $9.49M. The position accounts for 0.51% of the portfolio, ranked #54.

Bar Harbor Wealth Management first reported a position in EGP in Q3 2024 and has held it in 8 quarters since. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Bar Harbor Wealth Management held 46,837 shares of EastGroup Properties worth $9.49M as of Q2 2026.
Bar Harbor Wealth Management bought 9,124 EastGroup Properties shares in Q2 2026, an estimated $1.83M.
EastGroup Properties made up 0.51% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #54 holding.
Bar Harbor Wealth Management first reported a position in EastGroup Properties in Q3 2024 and has held it in 8 quarters since.
549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.