Envestnet Portfolio Solutions
EGP icon

Envestnet Portfolio Solutions’s EastGroup Properties EGP Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$878K Sell
4,745
-602
-11% -$112K ﹤0.01% 677
2025
Q4 		$953K Buy
5,347
+156
+3% +$27.7K ﹤0.01% 776
2025
Q3 		$879K Sell
5,191
-633
-11% -$105K ﹤0.01% 780
2025
Q2 		$973K Buy
5,824
+3,001
+106% +$499K ﹤0.01% 799
2025
Q1 		$497K Sell
2,823
-1,185
-30% -$206K ﹤0.01% 1052
2024
Q4 		$643K Sell
4,008
-274
-6% -$47.4K ﹤0.01% 1111
2024
Q3 		$800K Buy
4,282
+210
+5% +$38.7K ﹤0.01% 984
2024
Q2 		$693K Buy
4,072
+138
+4% +$22.8K ﹤0.01% 996
2024
Q1 		$707K Buy
3,934
+244
+7% +$44K ﹤0.01% 974
2023
Q4 		$677K Sell
3,690
-281
-7% -$48K ﹤0.01% 922
2023
Q3 		$661K Buy
+3,971
New +$704K ﹤0.01% 876

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions's EGP Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its EastGroup Properties (EGP) stake by 11% in Q1 2026, selling an estimated $112K and leaving 4,745 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Envestnet Portfolio Solutions first reported a position in EGP in Q3 2023 and has held it in 11 quarters since. The position peaked at $973K in Q2 2025. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Envestnet Portfolio Solutions held 4,745 shares of EastGroup Properties worth $878K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 602 EastGroup Properties shares in Q1 2026, an estimated $112K.
  • EastGroup Properties made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #677 holding.
  • Envestnet Portfolio Solutions first reported a position in EastGroup Properties in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's EastGroup Properties position peaked at $973K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.