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Diversified Trust’s EastGroup Properties EGP Stock Holding History

Diversified Trust’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 		$425K Buy
2,099
+105
+5% +$21K 0.01% 810
2026
Q1 		$369K Buy
1,994
+13
+0.7% +$2.43K 0.01% 781
2025
Q4 		$353K Buy
1,981
+30
+2% +$5.33K 0.01% 777
2025
Q3 		$330K Buy
1,951
+26
+1% +$4.31K 0.01% 777
2025
Q2 		$322K Buy
1,925
+17
+0.9% +$2.83K 0.01% 730
2025
Q1 		$336K Sell
1,908
-175
-8% -$30.5K 0.01% 701
2024
Q4 		$334K Hold
2,083
– – 0.01% 719
2024
Q3 		$389K Hold
2,083
– – 0.01% 665
2024
Q2 		$354K Sell
2,083
-391
-16% -$64.6K 0.01% 638
2024
Q1 		$445K Sell
2,474
-3
-0.1% -$541 0.01% 539
2023
Q4 		$455K Sell
2,477
-5
-0.2% -$854 0.02% 528
2023
Q3 		$413K Sell
2,482
-12
-0.5% -$2.13K 0.02% 526
2023
Q2 		$433K Buy
2,494
+24
+1% +$4K 0.02% 516
2023
Q1 		$408K Sell
2,470
-46
-2% -$7.49K 0.02% 527
2022
Q4 		$373K Buy
2,516
+43
+2% +$6.49K 0.02% 503
2022
Q3 		$357K Buy
2,473
+3
+0.1% +$490 0.02% 490
2022
Q2 		$381K Hold
2,470
– – 0.02% 488
2022
Q1 		$502K Hold
2,470
– – 0.02% 446
2021
Q4 		$563K Hold
2,470
– – 0.02% 417
2021
Q3 		$412K Hold
2,470
– – 0.01% 462
2021
Q2 		$406K Sell
2,470
-95
-4% -$15K 0.01% 465
2021
Q1 		$368K Hold
2,565
– – 0.01% 474
2020
Q4 		$354K Hold
2,565
– – 0.01% 452
2020
Q3 		$332K Sell
2,565
-1,500
-37% -$194K 0.02% 408
2020
Q2 		$482K Buy
+4,065
New +$449K 0.02% 261
2020
Q1 		– Sell
-1,565
Closed -$208K – 441
2019
Q4 		$208K Buy
+1,565
New +$206K 0.01% 418
2013
Q4 		$523K Hold
9,030
– – 0.05% 319
2013
Q3 		$535K Buy
+9,030
New +$535K 0.06% 306

Other funds holding EGP

Handelsbanken Fonder
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Diversified Trust's EGP Position: Q2 2026 in Review

Diversified Trust increased its EastGroup Properties (EGP) stake by 5.3% in Q2 2026, buying an estimated $21K and bringing the position to 2,099 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #810.

Diversified Trust first reported a position in EGP in Q3 2013 and has held it in 28 quarters since. The position peaked at $563K in Q4 2021. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Diversified Trust held 2,099 shares of EastGroup Properties worth $425K as of Q2 2026.
  • Diversified Trust bought 105 EastGroup Properties shares in Q2 2026, an estimated $21K.
  • EastGroup Properties made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #810 holding.
  • Diversified Trust first reported a position in EastGroup Properties in Q3 2013 and has held it in 28 quarters since.
  • Diversified Trust's EastGroup Properties position peaked at $563K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.