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 Q3	$9.22M	Sell	46,677 -160	-0.3%	-$32.8K	0.51%	51
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bar Harbor Wealth Management's EGP Position: Q3 2026 in Review

Bar Harbor Wealth Management reduced its EastGroup Properties (EGP) stake by 0.34% in Q3 2026, selling an estimated $32.8K and leaving 46,677 shares worth $9.22M. The position accounts for 0.51% of the portfolio, ranked #51.

Bar Harbor Wealth Management first reported a position in EGP in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.49M in Q2 2026. 467 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

Bar Harbor Wealth Management held 46,677 shares of EastGroup Properties worth $9.22M as of Q3 2026.
Bar Harbor Wealth Management sold 160 EastGroup Properties shares in Q3 2026, an estimated $32.8K.
EastGroup Properties made up 0.51% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #51 holding.
Bar Harbor Wealth Management first reported a position in EastGroup Properties in Q3 2024 and has held it in 9 quarters since.
Bar Harbor Wealth Management's EastGroup Properties position peaked at $9.49M in Q2 2026.
467 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.