Bogart Wealth LLC’s EastGroup Properties EGP Stock Holding History

Bogart Wealth LLC’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	–	Sell	-3	Closed	-$534	–	1854
2025 Q4	$534	Buy	+3	New	+$533	﹤0.01%	1449

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

Bogart Wealth LLC's EGP Position: Q1 2026 in Review

Bogart Wealth LLC sold out of EastGroup Properties (EGP) in Q1 2026, closing a stake of 3 shares — an estimated $534 sold.

Bogart Wealth LLC first reported a position in EGP in Q4 2025 and held it in 1 quarter. The position peaked at $534 in Q4 2025. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Bogart Wealth LLC reported no remaining EastGroup Properties position as of Q1 2026 after selling out during the quarter.
Bogart Wealth LLC sold 3 EastGroup Properties shares in Q1 2026, an estimated $534.
Bogart Wealth LLC first reported a position in EastGroup Properties in Q4 2025 and held it in 1 quarter.
Bogart Wealth LLC's EastGroup Properties position peaked at $534 in Q4 2025.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.