Elevated Capital Advisors’s EastGroup Properties EGP Stock Holding History

Elevated Capital 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 Q3	$47K	Hold	238	–	–	0.02%	300
2026 Q2	$48.2K	Sell	238 -84	-26%	-$16.8K	0.01%	342
2026 Q1	$59.6K	Sell	322 -4,328	-93%	-$808K	0.02%	326
2025 Q4	$828K	Buy	4,650 +1,353	+41%	+$241K	0.19%	137
2025 Q3	$558K	Buy	3,297 +1,151	+54%	+$191K	0.14%	185
2025 Q2	$378K	Hold	2,146	–	–	0.11%	210
2025 Q1	$378K	Sell	2,146 -26	-1%	-$4.52K	0.11%	210
2024 Q4	$349K	Buy	2,172 +849	+64%	+$147K	0.1%	219
2024 Q3	$247K	Buy	+1,323	New	+$244K	0.07%	251

Other funds holding EGP

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Elevated Capital Advisors's EGP Position: Q3 2026 in Review

Elevated Capital Advisors held its EastGroup Properties (EGP) position steady in Q3 2026 at 238 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #300.

Elevated Capital Advisors first reported a position in EGP in Q3 2024 and has held it in 9 quarters since. The position peaked at $828K in Q4 2025. 299 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

Elevated Capital Advisors held 238 shares of EastGroup Properties worth $47K as of Q3 2026.
Elevated Capital Advisors left its EastGroup Properties share count unchanged in Q3 2026.
EastGroup Properties made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #300 holding.
Elevated Capital Advisors first reported a position in EastGroup Properties in Q3 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's EastGroup Properties position peaked at $828K in Q4 2025.
299 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.