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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
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 $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

EP Wealth Advisors's EGP Position: Q1 2026 in Review

EP Wealth Advisors increased its EastGroup Properties (EGP) stake by 5.8% in Q1 2026, buying an estimated $50.8K and bringing the position to 4,940 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

EP Wealth Advisors first reported a position in EGP in Q3 2024 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • EP Wealth Advisors held 4,940 shares of EastGroup Properties worth $914K as of Q1 2026.
  • EP Wealth Advisors bought 272 EastGroup Properties shares in Q1 2026, an estimated $50.8K.
  • EastGroup Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #666 holding.
  • EP Wealth Advisors first reported a position in EastGroup Properties in Q3 2024 and has held it in 5 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.