Forvis Mazars Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Forvis Mazars 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	$619K	Hold	3,347	–	–	0.01%	258
2025 Q4	$596K	Sell	3,347 -47	-1%	-$8.36K	0.01%	264
2025 Q3	$574K	Sell	3,394 -5	-0.1%	-$830	0.01%	262
2025 Q2	$568K	Sell	3,399 -9	-0.3%	-$1.5K	0.01%	264
2025 Q1	$600K	Buy	3,408 +52	+2%	+$9.05K	0.01%	256
2024 Q4	$539K	Hold	3,356	–	–	0.01%	298
2024 Q3	$627K	Sell	3,356 -7	-0.2%	-$1.29K	0.01%	285
2024 Q2	$572K	Hold	3,363	–	–	0.01%	267
2024 Q1	$605K	Sell	3,363 -13	-0.4%	-$2.34K	0.02%	261
2023 Q4	$620K	Buy	3,376 +13	+0.4%	+$2.22K	0.02%	250
2023 Q3	$560K	Hold	3,363	–	–	0.02%	256
2023 Q2	$584K	Hold	3,363	–	–	0.02%	273
2023 Q1	$556K	Hold	3,363	–	–	0.02%	255
2022 Q4	$498K	Sell	3,363 -9	-0.3%	-$1.36K	0.02%	261
2022 Q3	$487K	Buy	3,372 +5	+0.1%	+$816	0.02%	256
2022 Q2	$520K	Buy	3,367 +4	+0.1%	+$702	0.02%	244
2022 Q1	$684K	Hold	3,363	–	–	0.03%	166
2021 Q4	$766K	Hold	3,363	–	–	0.03%	153
2021 Q3	$560K	Hold	3,363	–	–	0.03%	168
2021 Q2	$553K	Sell	3,363 -6	-0.2%	-$950	0.03%	167
2021 Q1	$483K	Sell	3,369 -121	-3%	-$16.9K	0.02%	175
2020 Q4	$482K	Buy	3,490 +43	+1%	+$5.95K	0.02%	234
2020 Q3	$446K	Buy	3,447 +370	+12%	+$47.8K	0.03%	215
2020 Q2	$365K	Sell	3,077 -10	-0.3%	-$1.1K	0.02%	226
2020 Q1	$323K	Sell	3,087 -46	-1%	-$5.81K	0.03%	217
2019 Q4	$416K	Buy	3,133 +103	+3%	+$13.5K	0.03%	210
2019 Q3	$379K	Buy	3,030 +9	+0.3%	+$1.1K	0.03%	204
2019 Q2	$350K	Sell	3,021 -57	-2%	-$6.45K	0.03%	204
2019 Q1	$344K	Buy	3,078 +73	+2%	+$7.58K	0.03%	199
2018 Q4	$276K	Sell	3,005 -575	-16%	-$55.5K	0.03%	186
2018 Q3	$342K	Hold	3,580	–	–	0.03%	182
2018 Q2	$342K	Hold	3,580	–	–	0.03%	183
2018 Q1	$296K	Sell	3,580 -11	-0.3%	-$916	0.03%	195
2017 Q4	$317K	Sell	3,591 -63	-2%	-$5.73K	0.03%	195
2017 Q3	$322K	Hold	3,654	–	–	0.04%	177
2017 Q2	$306K	Hold	3,654	–	–	0.03%	184
2017 Q1	$269K	Buy	3,654 +15	+0.4%	+$1.09K	0.03%	184
2016 Q4	$269K	Buy	3,639 +34	+0.9%	+$2.35K	0.04%	168
2016 Q3	$265K	Buy	3,605 +31	+0.9%	+$2.24K	0.04%	161
2016 Q2	$246K	Hold	3,574	–	–	0.04%	158
2016 Q1	$216K	Buy	+3,574	New	+$194K	0.03%	179
2015 Q2	–	Sell	-3,500	Closed	-$210K	–	186
2015 Q1	$210K	Hold	3,500	–	–	0.03%	178
2014 Q4	$222K	Buy	+3,500	New	+$228K	0.04%	147

Other funds holding EGP

BlackRock New York $5.72T 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

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

Forvis Mazars Wealth Advisors's EGP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its EastGroup Properties (EGP) position steady in Q1 2026 at 3,347 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #258.

Forvis Mazars Wealth Advisors first reported a position in EGP in Q4 2014 and has held it in 43 quarters since. The position peaked at $766K in Q4 2021. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Forvis Mazars Wealth Advisors held 3,347 shares of EastGroup Properties worth $619K as of Q1 2026.
Forvis Mazars Wealth Advisors left its EastGroup Properties share count unchanged in Q1 2026.
EastGroup Properties made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #258 holding.
Forvis Mazars Wealth Advisors first reported a position in EastGroup Properties in Q4 2014 and has held it in 43 quarters since.
Forvis Mazars Wealth Advisors's EastGroup Properties position peaked at $766K in Q4 2021.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.