GoalVest Advisory’s EastGroup Properties EGP Stock Holding History

GoalVest 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
2026 Q2	–	Sell	-1,350	Closed	-$250K	–	522
2026 Q1	$250K	Hold	1,350	–	–	0.05%	131
2025 Q4	$240K	Hold	1,350	–	–	0.05%	138
2025 Q3	$229K	Sell	1,350 -50	-4%	-$8.3K	0.05%	125
2025 Q2	$234K	Hold	1,400	–	–	0.06%	117
2025 Q1	$247K	Hold	1,400	–	–	0.07%	108
2024 Q4	$225K	Hold	1,400	–	–	0.06%	105
2024 Q3	$262K	Hold	1,400	–	–	0.08%	94
2024 Q2	$238K	Hold	1,400	–	–	0.08%	92
2024 Q1	$252K	Buy	+1,400	New	+$252K	0.08%	96

Other funds holding EGP

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GoalVest Advisory's EGP Position: Q2 2026 in Review

GoalVest Advisory sold out of EastGroup Properties (EGP) in Q2 2026, closing a stake of 1,350 shares — an estimated $250K sold.

GoalVest Advisory first reported a position in EGP in Q1 2024 and held it in 9 quarters. The position peaked at $262K in Q3 2024. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

GoalVest Advisory reported no remaining EastGroup Properties position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 1,350 EastGroup Properties shares in Q2 2026, an estimated $250K.
GoalVest Advisory first reported a position in EastGroup Properties in Q1 2024 and held it in 9 quarters.
GoalVest Advisory's EastGroup Properties position peaked at $262K in Q3 2024.
54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.