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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevated Capital Advisors's EGP Position: Q2 2026 in Review

Elevated Capital Advisors reduced its EastGroup Properties (EGP) stake by 26% in Q2 2026, selling an estimated $16.8K and leaving 238 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #342.

Elevated Capital Advisors first reported a position in EGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $828K in Q4 2025. 550 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Elevated Capital Advisors held 238 shares of EastGroup Properties worth $48.2K as of Q2 2026.
Elevated Capital Advisors sold 84 EastGroup Properties shares in Q2 2026, an estimated $16.8K.
EastGroup Properties made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #342 holding.
Elevated Capital Advisors first reported a position in EastGroup Properties in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's EastGroup Properties position peaked at $828K in Q4 2025.
550 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.