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EWA
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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
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
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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