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Golden State Wealth Management’s EastGroup Properties EGP Stock Holding History

Golden State Wealth 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
Q1 		– Sell
-7
Closed -$1.25K – 1651
2025
Q4 		$1.25K Buy
+7
New +$1.24K ﹤0.01% 1473
2020
Q3 		– Sell
-21,423
Closed -$2.54M – 442
2020
Q2 		$2.54M Buy
+21,423
New +$2.37M 0.65% 30

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's EGP Position: Q1 2026 in Review

Golden State Wealth Management sold out of EastGroup Properties (EGP) in Q1 2026, closing a stake of 7 shares — an estimated $1.25K sold.

Golden State Wealth Management first reported a position in EGP in Q2 2020 and held it in 2 quarters. The position peaked at $2.54M in Q2 2020. 515 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Golden State Wealth Management reported no remaining EastGroup Properties position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 7 EastGroup Properties shares in Q1 2026, an estimated $1.25K.
  • Golden State Wealth Management first reported a position in EastGroup Properties in Q2 2020 and held it in 2 quarters.
  • Golden State Wealth Management's EastGroup Properties position peaked at $2.54M in Q2 2020.
  • 515 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.