Elevation Wealth Partners’s EastGroup Properties EGP Stock Holding History

Elevation 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	$92.8K	Buy	458 +223	+95%	+$44.7K	0.03%	201
2026 Q1	$43.5K	Buy	235 +14	+6%	+$2.62K	0.02%	263
2025 Q4	$39.4K	Buy	221 +4	+2%	+$711	0.01%	273
2025 Q3	$36.7K	Buy	217 +17	+9%	+$2.82K	0.01%	275
2025 Q2	$33.4K	Hold	200	–	–	0.01%	273
2025 Q1	$35.2K	Hold	200	–	–	0.02%	266
2024 Q4	$32.1K	Hold	200	–	–	0.01%	276
2024 Q3	$37.4K	Hold	200	–	–	0.02%	248
2024 Q2	$34K	Hold	200	–	–	0.02%	251
2024 Q1	$36K	Hold	200	–	–	0.02%	248
2023 Q4	$33.3K	Buy	+200	New	+$34.1K	0.02%	237

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

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 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

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

Elevation Wealth Partners increased its EastGroup Properties (EGP) stake by 95% in Q2 2026, buying an estimated $44.7K and bringing the position to 458 shares worth $92.8K. The position accounts for 0.03% of the portfolio, ranked #201.

Elevation Wealth Partners first reported a position in EGP in Q4 2023 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Elevation Wealth Partners held 458 shares of EastGroup Properties worth $92.8K as of Q2 2026.
Elevation Wealth Partners bought 223 EastGroup Properties shares in Q2 2026, an estimated $44.7K.
EastGroup Properties made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #201 holding.
Elevation Wealth Partners first reported a position in EastGroup Properties in Q4 2023 and has held it in 11 quarters since.
54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.