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Gladstone Institutional Advisory’s EastGroup Properties EGP Stock Holding History

Gladstone Institutional Advisory’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
2022
Q4 		– Sell
-1,491
Closed -$215K – 654
2022
Q3 		$215K Buy
1,491
+28
+2% +$4.57K 0.02% 568
2022
Q2 		$226K Buy
+1,463
New +$257K 0.02% 583

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Gladstone Institutional Advisory's EGP Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of EastGroup Properties (EGP) in Q4 2022, closing a stake of 1,491 shares — an estimated $215K sold.

Gladstone Institutional Advisory first reported a position in EGP in Q2 2022 and held it in 2 quarters. The position peaked at $226K in Q2 2022. 368 funds tracked by Wall St. Rank hold EGP as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining EastGroup Properties position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,491 EastGroup Properties shares in Q4 2022, an estimated $215K.
  • Gladstone Institutional Advisory first reported a position in EastGroup Properties in Q2 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's EastGroup Properties position peaked at $226K in Q2 2022.
  • 368 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.