Center for Financial Planning’s EastGroup Properties EGP Stock Holding History

Center for Financial Planning’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	-300	Closed	-$53.4K	–	677
2025 Q4	$53.4K	Hold	300	–	–	0.01%	287
2025 Q3	$50.8K	Hold	300	–	–	0.01%	301
2025 Q2	$50.1K	Hold	300	–	–	0.01%	296
2025 Q1	$52.8K	Hold	300	–	–	0.01%	269
2024 Q4	$48.1K	Hold	300	–	–	0.01%	271
2024 Q3	$56K	Hold	300	–	–	0.01%	237
2024 Q2	$51K	Sell	300 -1,050	-78%	-$174K	0.01%	230
2024 Q1	$243K	Buy	1,350 +1,050	+350%	+$189K	0.04%	133
2023 Q4	$55.1K	Hold	300	–	–	0.01%	209
2023 Q3	$50K	Hold	300	–	–	0.01%	215
2023 Q2	$52.1K	Hold	300	–	–	0.01%	223
2023 Q1	$49.6K	Hold	300	–	–	0.01%	219
2022 Q4	$44.4K	Hold	300	–	–	0.01%	229
2022 Q3	$43K	Hold	300	–	–	0.01%	221
2022 Q2	$46K	Hold	300	–	–	0.01%	224
2022 Q1	$61K	Hold	300	–	–	0.01%	212
2021 Q4	$68K	Sell	300 -500	-63%	-$100K	0.01%	204
2021 Q3	$133K	Hold	800	–	–	0.03%	146
2021 Q2	$132K	Hold	800	–	–	0.03%	148
2021 Q1	$115K	Hold	800	–	–	0.03%	152
2020 Q4	$110K	Hold	800	–	–	0.03%	143
2020 Q3	$103K	Hold	800	–	–	0.03%	140
2020 Q2	$95K	Hold	800	–	–	0.03%	144
2020 Q1	$84K	Hold	800	–	–	0.03%	142
2019 Q4	$106K	Buy	+800	New	+$105K	0.03%	138

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

Center for Financial Planning's EGP Position: Q1 2026 in Review

Center for Financial Planning sold out of EastGroup Properties (EGP) in Q1 2026, closing a stake of 300 shares — an estimated $53.4K sold.

Center for Financial Planning first reported a position in EGP in Q4 2019 and held it in 25 quarters. The position peaked at $243K in Q1 2024. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Center for Financial Planning reported no remaining EastGroup Properties position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 300 EastGroup Properties shares in Q1 2026, an estimated $53.4K.
Center for Financial Planning first reported a position in EastGroup Properties in Q4 2019 and held it in 25 quarters.
Center for Financial Planning's EastGroup Properties position peaked at $243K in Q1 2024.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.