Enclave Advisors’s EastGroup Properties EGP Stock Holding History

Enclave 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	$368K	Sell	1,818 -527	-22%	-$106K	0.05%	106
2026 Q1	$434K	Sell	2,345 -2,245	-49%	-$419K	0.06%	98
2025 Q4	$818K	Sell	4,590 -3,120	-40%	-$555K	0.12%	76
2025 Q3	$1.3M	Sell	7,710 -2,460	-24%	-$408K	0.2%	55
2025 Q2	$1.7M	Sell	10,170 -43	-0.4%	-$7.15K	0.27%	47
2025 Q1	$1.8M	Sell	10,213 -1,179	-10%	-$205K	0.31%	44
2024 Q4	$1.83M	Sell	11,392 -184	-2%	-$31.8K	0.3%	45
2024 Q3	$2.16M	Buy	+11,576	New	+$2.13M	0.37%	42

Other funds holding EGP

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return