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EP Wealth Advisors’s EastGroup Properties EGP Stock Holding History

EP Wealth 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 		$1.25M Buy
6,165
+1,225
+25% +$245K ﹤0.01% 695
2026
Q1 		$914K Buy
4,940
+272
+6% +$50.8K ﹤0.01% 666
2025
Q4 		$832K Buy
+4,668
New +$830K ﹤0.01% 671
2025
Q2 		$324K Buy
1,940
+412
+27% +$68.5K ﹤0.01% 973
2025
Q1 		$269K Buy
+1,528
New +$266K ﹤0.01% 966
2024
Q4 		– Sell
-1,119
Closed -$209K – 1261
2024
Q3 		$209K Buy
+1,119
New +$206K ﹤0.01% 1028

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's EGP Position: Q2 2026 in Review

EP Wealth Advisors increased its EastGroup Properties (EGP) stake by 25% in Q2 2026, buying an estimated $245K and bringing the position to 6,165 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #695.

EP Wealth Advisors first reported a position in EGP in Q3 2024 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • EP Wealth Advisors held 6,165 shares of EastGroup Properties worth $1.25M as of Q2 2026.
  • EP Wealth Advisors bought 1,225 EastGroup Properties shares in Q2 2026, an estimated $245K.
  • EastGroup Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #695 holding.
  • EP Wealth Advisors first reported a position in EastGroup Properties in Q3 2024 and has held it in 6 quarters since.
  • 549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.