Capital Advisors Ltd’s EastGroup Properties EGP Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	4	–	–	﹤0.01%	1214
2026 Q1	$1K	Hold	4	–	–	﹤0.01%	1194
2025 Q4	$1K	Hold	4	–	–	﹤0.01%	1174
2025 Q3	$1K	Hold	4	–	–	﹤0.01%	1177
2025 Q2	$1K	Sell	4 -8	-67%	-$1.33K	﹤0.01%	1175
2025 Q1	$2K	Hold	12	–	–	﹤0.01%	1045
2024 Q4	$2K	Sell	12 -2	-14%	-$346	﹤0.01%	1066
2024 Q3	$3K	Hold	14	–	–	﹤0.01%	992
2024 Q2	$2K	Buy	14 +2	+17%	+$331	﹤0.01%	1051
2024 Q1	$2K	Hold	12	–	–	﹤0.01%	1028
2023 Q4	$2K	Hold	12	–	–	﹤0.01%	1006
2023 Q3	$2K	Hold	12	–	–	﹤0.01%	999
2023 Q2	$2K	Hold	12	–	–	﹤0.01%	1007
2023 Q1	$2K	Hold	12	–	–	﹤0.01%	884
2022 Q4	$2K	Buy	12 +5	+71%	+$754	﹤0.01%	843
2022 Q3	$1K	Buy	+7	New	+$1.14K	﹤0.01%	1003

Other funds holding EGP

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Capital Advisors Ltd's EGP Position: Q2 2026 in Review

Capital Advisors Ltd held its EastGroup Properties (EGP) position steady in Q2 2026 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Capital Advisors Ltd first reported a position in EGP in Q3 2022 and has held it in 16 quarters since. The position peaked at $3K in Q3 2024. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Capital Advisors Ltd held 4 shares of EastGroup Properties worth $1K as of Q2 2026.
Capital Advisors Ltd left its EastGroup Properties share count unchanged in Q2 2026.
EastGroup Properties made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1214 holding.
Capital Advisors Ltd first reported a position in EastGroup Properties in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's EastGroup Properties position peaked at $3K in Q3 2024.
54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.