GeoWealth Management
EGP icon

GeoWealth Management’s EastGroup Properties EGP Stock Holding History

GeoWealth Management’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
Q3 		$440K Buy
2,229
+926
+71% +$190K 0.01% 553
2026
Q2 		$264K Buy
+1,303
New +$261K 0.01% 701
2025
Q3 		– Sell
-445
Closed -$74.4K – 888
2025
Q2 		$74.4K Sell
445
-323
-42% -$53.7K ﹤0.01% 877
2025
Q1 		$135K Sell
768
-99
-11% -$17.2K 0.01% 736
2024
Q4 		$139K Buy
867
+348
+67% +$60.1K ﹤0.01% 881
2024
Q3 		$97K Buy
+519
New +$95.7K ﹤0.01% 898

Other funds holding EGP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GeoWealth Management's EGP Position: Q3 2026 in Review

GeoWealth Management increased its EastGroup Properties (EGP) stake by 71% in Q3 2026, buying an estimated $190K and bringing the position to 2,229 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #553.

GeoWealth Management first reported a position in EGP in Q3 2024 and has held it in 6 quarters since. 401 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • GeoWealth Management held 2,229 shares of EastGroup Properties worth $440K as of Q3 2026.
  • GeoWealth Management bought 926 EastGroup Properties shares in Q3 2026, an estimated $190K.
  • EastGroup Properties made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #553 holding.
  • GeoWealth Management first reported a position in EastGroup Properties in Q3 2024 and has held it in 6 quarters since.
  • 401 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.