Carson Wealth (CWM LLC)
EGP icon

Carson Wealth (CWM LLC)’s EastGroup Properties EGP Stock Holding History

Carson Wealth (CWM 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 		$388K Buy
2,097
+166
+9% +$31K ﹤0.01% 2203
2025
Q4 		$344K Buy
1,931
+212
+12% +$37.7K ﹤0.01% 2174
2025
Q3 		$291K Buy
1,719
+188
+12% +$31.2K ﹤0.01% 2162
2025
Q2 		$256K Sell
1,531
-39
-2% -$6.49K ﹤0.01% 1969
2025
Q1 		$277K Buy
1,570
+8
+0.5% +$1.39K ﹤0.01% 1719
2024
Q4 		$251K Sell
1,562
-208
-12% -$35.9K ﹤0.01% 1694
2024
Q3 		$331K Buy
1,770
+369
+26% +$68K ﹤0.01% 1488
2024
Q2 		$238K Buy
1,401
+33
+2% +$5.46K ﹤0.01% 1500
2024
Q1 		$246K Buy
1,368
+3
+0.2% +$541 ﹤0.01% 1417
2023
Q4 		$251K Sell
1,365
-31
-2% -$5.29K ﹤0.01% 1316
2023
Q3 		$232K Buy
1,396
+71
+5% +$12.6K ﹤0.01% 1251
2023
Q2 		$230K Buy
1,325
+14
+1% +$2.34K ﹤0.01% 1200
2023
Q1 		$217K Sell
1,311
-17
-1% -$2.77K ﹤0.01% 1166
2022
Q4 		$197K Sell
1,328
-15
-1% -$2.26K ﹤0.01% 1107
2022
Q3 		$194K Buy
1,343
+2
+0.1% +$326 ﹤0.01% 1069
2022
Q2 		$207K Buy
1,341
+5
+0.4% +$877 ﹤0.01% 1036
2022
Q1 		$271K Buy
1,336
+48
+4% +$9.5K ﹤0.01% 923
2021
Q4 		$293K Buy
+1,288
New +$259K ﹤0.01% 881
2021
Q2 		$208K Hold
1,263
– – ﹤0.01% 892
2021
Q1 		$208K Hold
1,263
– – ﹤0.01% 892
2020
Q4 		$208K Hold
1,263
– – ﹤0.01% 892
2020
Q3 		$208K Hold
1,263
– – ﹤0.01% 892
2020
Q2 		$208K Hold
1,263
– – ﹤0.01% 892
2020
Q1 		$208K Hold
1,263
– – ﹤0.01% 892
2019
Q4 		$208K Hold
1,263
– – ﹤0.01% 892
2019
Q3 		$208K Hold
1,263
– – ﹤0.01% 892
2019
Q2 		$208K Hold
1,263
– – ﹤0.01% 892
2019
Q1 		$208K Buy
1,263
+1,259
+31,475% +$131K ﹤0.01% 892
2018
Q4 		$0 Buy
+4
New +$386 ﹤0.01% 2122

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EGP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its EastGroup Properties (EGP) stake by 8.6% in Q1 2026, buying an estimated $31K and bringing the position to 2,097 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Carson Wealth (CWM LLC) first reported a position in EGP in Q4 2018 and has held it in 29 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,097 shares of EastGroup Properties worth $388K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 166 EastGroup Properties shares in Q1 2026, an estimated $31K.
  • EastGroup Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2203 holding.
  • Carson Wealth (CWM LLC) first reported a position in EastGroup Properties in Q4 2018 and has held it in 29 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.