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Clearstead Advisors’s EastGroup Properties EGP Stock Holding History

Clearstead Advisors’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 		$126K Buy
680
+420
+162% +$78.4K ﹤0.01% 1090
2025
Q4 		$46.3K Buy
260
+139
+115% +$24.7K ﹤0.01% 1435
2025
Q3 		$20.5K Sell
121
-63
-34% -$10.5K ﹤0.01% 1637
2025
Q2 		$30.8K Buy
184
+62
+51% +$10.3K ﹤0.01% 1450
2025
Q1 		$21.5K Sell
122
-46
-27% -$8K ﹤0.01% 1412
2024
Q4 		$27K Buy
168
+5
+3% +$864 ﹤0.01% 1302
2024
Q3 		$30.4K Sell
163
-26
-14% -$4.79K ﹤0.01% 1322
2024
Q2 		$32.1K Buy
189
+130
+220% +$21.5K ﹤0.01% 1270
2024
Q1 		$9.59K Hold
59
– – ﹤0.01% 1061
2023
Q4 		$10.8K Sell
59
-3
-5% -$512 ﹤0.01% 1048
2023
Q3 		$10.2K Buy
62
+51
+464% +$9.04K ﹤0.01% 1118
2023
Q2 		$1.83K Buy
11
+1
+10% +$167 ﹤0.01% 1172
2023
Q1 		$1.73K Hold
10
– – ﹤0.01% 1162
2022
Q4 		$1.53K Hold
10
– – ﹤0.01% 1130
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1141
2022
Q2 		$2K Hold
10
– – ﹤0.01% 1103
2022
Q1 		$2K Hold
10
– – ﹤0.01% 1198
2021
Q4 		$2K Hold
10
– – ﹤0.01% 1107
2021
Q3 		$2K Sell
10
-22
-69% -$3.82K ﹤0.01% 1123
2021
Q2 		$5K Buy
+32
New +$5.07K ﹤0.01% 880

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's EGP Position: Q1 2026 in Review

Clearstead Advisors increased its EastGroup Properties (EGP) stake by 162% in Q1 2026, buying an estimated $78.4K and bringing the position to 680 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Clearstead Advisors first reported a position in EGP in Q2 2021 and has held it in 20 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Clearstead Advisors held 680 shares of EastGroup Properties worth $126K as of Q1 2026.
  • Clearstead Advisors bought 420 EastGroup Properties shares in Q1 2026, an estimated $78.4K.
  • EastGroup Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1090 holding.
  • Clearstead Advisors first reported a position in EastGroup Properties in Q2 2021 and has held it in 20 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.