EWA
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EverSource Wealth Advisors’s EastGroup Properties EGP Stock Holding History

EverSource 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 		$391K Sell
1,931
-85
-4% -$17K 0.01% 675
2026
Q1 		$373K Buy
2,016
+75
+4% +$14K 0.01% 742
2025
Q4 		$346K Sell
1,941
-50
-3% -$8.89K 0.01% 695
2025
Q3 		$337K Buy
1,991
+137
+7% +$22.7K 0.01% 674
2025
Q2 		$310K Buy
1,854
+328
+21% +$54.5K 0.01% 654
2025
Q1 		$269K Buy
1,526
+401
+36% +$69.8K 0.01% 561
2024
Q4 		$181K Buy
1,125
+366
+48% +$63.3K 0.01% 691
2024
Q3 		$142K Buy
759
+195
+35% +$35.9K 0.01% 673
2024
Q2 		$105K Buy
564
+219
+63% +$36.2K 0.01% 775
2024
Q1 		$53.6K Buy
345
+80
+30% +$14.4K ﹤0.01% 959
2023
Q4 		$48.6K Buy
265
+252
+1,938% +$43K ﹤0.01% 911
2023
Q3 		$2.17K Hold
13
– – ﹤0.01% 1976
2023
Q2 		$2.26K Buy
13
+3
+30% +$501 ﹤0.01% 1990
2023
Q1 		$1.65K Hold
10
– – ﹤0.01% 1993
2022
Q4 		$1.48K Hold
10
– – ﹤0.01% 1996
2022
Q3 		$1K Sell
10
-80
-89% -$13.1K ﹤0.01% 1809
2022
Q2 		$14K Sell
90
-60
-40% -$10.5K ﹤0.01% 926
2022
Q1 		$30K Buy
150
+25
+20% +$4.95K 0.01% 571
2021
Q4 		$28K Buy
+125
New +$25.1K 0.01% 555

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its EastGroup Properties (EGP) stake by 4.2% in Q2 2026, selling an estimated $17K and leaving 1,931 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #675.

EverSource Wealth Advisors first reported a position in EGP in Q4 2021 and has held it in 19 quarters since. 551 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • EverSource Wealth Advisors held 1,931 shares of EastGroup Properties worth $391K as of Q2 2026.
  • EverSource Wealth Advisors sold 85 EastGroup Properties shares in Q2 2026, an estimated $17K.
  • EastGroup Properties made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #675 holding.
  • EverSource Wealth Advisors first reported a position in EastGroup Properties in Q4 2021 and has held it in 19 quarters since.
  • 551 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.