Creative Planning’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3M | Buy |
71,589
+30,282
| +73% | +$5.66M | 0.01% | 578 |
|
|
2025
Q4 | $7.36M | Buy |
41,307
+27,383
| +197% | +$4.87M | 0.01% | 760 |
|
|
2025
Q3 | $2.36M | Buy |
13,924
+9,917
| +247% | +$1.65M | ﹤0.01% | 1413 |
|
|
2025
Q2 | $670K | Sell |
4,007
-1,593
| -28% | -$265K | ﹤0.01% | 2207 |
|
|
2025
Q1 | $986K | Buy |
5,600
+1,932
| +53% | +$336K | ﹤0.01% | 1724 |
|
|
2024
Q4 | $589K | Buy |
3,668
+1,113
| +44% | +$192K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $477K | Buy |
2,555
+117
| +5% | +$21.6K | ﹤0.01% | 2153 |
|
|
2024
Q2 | $415K | Sell |
2,438
-30
| -1% | -$4.96K | ﹤0.01% | 2093 |
|
|
2024
Q1 | $444K | Buy |
2,468
+154
| +7% | +$27.8K | ﹤0.01% | 1938 |
|
|
2023
Q4 | $425K | Buy |
2,314
+520
| +29% | +$88.8K | ﹤0.01% | 1820 |
|
|
2023
Q3 | $299K | Sell |
1,794
-87
| -5% | -$15.4K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $327K | Sell |
1,881
-9
| -0.5% | -$1.5K | ﹤0.01% | 1844 |
|
|
2023
Q1 | $312K | Buy |
1,890
+151
| +9% | +$24.6K | ﹤0.01% | 1794 |
|
|
2022
Q4 | $257K | Sell |
1,739
-257
| -13% | -$38.8K | ﹤0.01% | 1828 |
|
|
2022
Q3 | $288K | Buy |
+1,996
| New | +$326K | ﹤0.01% | 1670 |
|
|
2022
Q2 | – | Sell |
-1,119
| Closed | -$227K | – | 2359 |
|
|
2022
Q1 | $227K | Buy |
1,119
+47
| +4% | +$9.3K | ﹤0.01% | 1812 |
|
|
2021
Q4 | $244K | Buy |
+1,072
| New | +$215K | ﹤0.01% | 1760 |
|
|
2017
Q3 | – | Sell |
-4,114
| Closed | -$345K | – | 2385 |
|
|
2017
Q2 | $345K | Hold |
4,114
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q1 | $303K | Sell |
4,114
-25
| -0.6% | -$1.82K | ﹤0.01% | 1251 |
|
|
2016
Q4 | $306K | Hold |
4,139
| – | – | ﹤0.01% | 1174 |
|
|
2016
Q3 | $304K | Buy |
4,139
+2,839
| +218% | +$205K | ﹤0.01% | 1174 |
|
|
2016
Q2 | $90K | Hold |
1,300
| – | – | ﹤0.01% | 1734 |
|
|
2016
Q1 | $78K | Buy |
1,300
+1,000
| +333% | +$54.4K | ﹤0.01% | 1782 |
|
|
2015
Q4 | $17K | Buy |
300
+274
| +1,054% | +$15.5K | ﹤0.01% | 2945 |
|
|
2015
Q3 | $1K | Buy |
+26
| New | +$1.47K | ﹤0.01% | 4081 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$18K | – | 1622 |
|
|
2015
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 2794 |
|
|
2014
Q4 | $19K | Buy |
+300
| New | +$19.6K | ﹤0.01% | 2684 |
|
Other funds holding EGP
VPM
VCM
N
Creative Planning's EGP Position: Q1 2026 in Review
Creative Planning increased its EastGroup Properties (EGP) stake by 73% in Q1 2026, buying an estimated $5.66M and bringing the position to 71,589 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #578.
Creative Planning first reported a position in EGP in Q4 2014 and has held it in 27 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.
- Creative Planning held 71,589 shares of EastGroup Properties worth $13.3M as of Q1 2026.
- Creative Planning bought 30,282 EastGroup Properties shares in Q1 2026, an estimated $5.66M.
- EastGroup Properties made up 0.01% of Creative Planning's portfolio in Q1 2026, its #578 holding.
- Creative Planning first reported a position in EastGroup Properties in Q4 2014 and has held it in 27 quarters since.
- 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.