Barrett & Company’s EastGroup Properties EGP Stock Holding History

Barrett & Company’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 Q1	$157K	Hold	850	–	–	0.05%	173
2025 Q4	$151K	Hold	850	–	–	0.05%	178
2025 Q3	$144K	Hold	850	–	–	0.05%	180
2025 Q2	$142K	Hold	850	–	–	0.05%	174
2025 Q1	$150K	Hold	850	–	–	0.06%	158
2024 Q4	$136K	Hold	850	–	–	0.06%	161
2024 Q3	$159K	Sell	850 -200	-19%	-$36.9K	0.07%	154
2024 Q2	$179K	Hold	1,050	–	–	0.08%	138
2024 Q1	$189K	Hold	1,050	–	–	0.09%	134
2023 Q4	$193K	Hold	1,050	–	–	0.1%	132
2023 Q3	$175K	Hold	1,050	–	–	0.1%	134
2023 Q2	$182K	Hold	1,050	–	–	0.11%	135
2023 Q1	$174K	Hold	1,050	–	–	0.11%	136
2022 Q4	$155K	Hold	1,050	–	–	0.1%	131
2022 Q3	$155K	Buy	+1,050	New	+$171K	0.1%	131

Other funds holding EGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrett & Company's EGP Position: Q1 2026 in Review

Barrett & Company held its EastGroup Properties (EGP) position steady in Q1 2026 at 850 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #173.

Barrett & Company first reported a position in EGP in Q3 2022 and has held it in 15 quarters since. The position peaked at $193K in Q4 2023. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Barrett & Company held 850 shares of EastGroup Properties worth $157K as of Q1 2026.
Barrett & Company left its EastGroup Properties share count unchanged in Q1 2026.
EastGroup Properties made up 0.05% of Barrett & Company's portfolio in Q1 2026, its #173 holding.
Barrett & Company first reported a position in EastGroup Properties in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's EastGroup Properties position peaked at $193K in Q4 2023.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.