Cyndeo Wealth Partners’s EastGroup Properties EGP Stock Holding History

Cyndeo Wealth Partners’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	$476K	Buy	2,352 +155	+7%	+$31K	0.02%	359
2026 Q1	$407K	Buy	2,197 +9	+0.4%	+$1.68K	0.02%	358
2025 Q4	$390K	Buy	2,188 +1	+0%	+$178	0.02%	363
2025 Q3	$370K	Hold	2,187	–	–	0.02%	356
2025 Q2	$366K	Sell	2,187 -77	-3%	-$12.8K	0.02%	347
2025 Q1	$399K	Buy	2,264 +78	+4%	+$13.6K	0.03%	326
2024 Q4	$351K	Hold	2,186	–	–	0.02%	350
2024 Q3	$408K	Hold	2,186	–	–	0.03%	324
2024 Q2	$372K	Hold	2,186	–	–	0.03%	309
2024 Q1	$393K	Buy	2,186 +1	+0%	+$180	0.03%	290
2023 Q4	$401K	Buy	2,185 +17	+0.8%	+$2.9K	0.04%	272
2023 Q3	$361K	Hold	2,168	–	–	0.04%	253
2023 Q2	$376K	Buy	2,168 +35	+2%	+$5.84K	0.04%	240
2023 Q1	$353K	Hold	2,133	–	–	0.04%	244
2022 Q4	$316K	Buy	+2,133	New	+$322K	0.04%	255

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

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

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

AIM

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Cyndeo Wealth Partners's EGP Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its EastGroup Properties (EGP) stake by 7.1% in Q2 2026, buying an estimated $31K and bringing the position to 2,352 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #359.

Cyndeo Wealth Partners first reported a position in EGP in Q4 2022 and has held it in 15 quarters since. 74 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Cyndeo Wealth Partners held 2,352 shares of EastGroup Properties worth $476K as of Q2 2026.
Cyndeo Wealth Partners bought 155 EastGroup Properties shares in Q2 2026, an estimated $31K.
EastGroup Properties made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #359 holding.
Cyndeo Wealth Partners first reported a position in EastGroup Properties in Q4 2022 and has held it in 15 quarters since.
74 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.