Elevation Wealth Partners
EGP icon

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
Q3 		$116K Buy
590
+132
+29% +$27.1K 0.03% 186
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Elevation Wealth Partners's EGP Position: Q3 2026 in Review

Elevation Wealth Partners increased its EastGroup Properties (EGP) stake by 29% in Q3 2026, buying an estimated $27.1K and bringing the position to 590 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #186.

Elevation Wealth Partners first reported a position in EGP in Q4 2023 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • Elevation Wealth Partners held 590 shares of EastGroup Properties worth $116K as of Q3 2026.
  • Elevation Wealth Partners bought 132 EastGroup Properties shares in Q3 2026, an estimated $27.1K.
  • EastGroup Properties made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #186 holding.
  • Elevation Wealth Partners first reported a position in EastGroup Properties in Q4 2023 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.