Institutional & Family Asset Management’s EastGroup Properties EGP Stock Holding History

Institutional & Family Asset 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
2024 Q2	$1.36K	Hold	8	–	–	﹤0.01%	607
2024 Q1	$1.44K	Buy	8 +1	+14%	+$180	﹤0.01%	607
2023 Q4	$1.28K	Hold	7	–	–	﹤0.01%	595
2023 Q3	$1.17K	Hold	7	–	–	﹤0.01%	600
2023 Q2	$1.22K	Hold	7	–	–	﹤0.01%	610
2023 Q1	$1.16K	Hold	7	–	–	﹤0.01%	614
2022 Q4	$1.04K	Hold	7	–	–	﹤0.01%	603
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	629
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	647
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	690
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	659
2021 Q3	$1K	Sell	7 -5	-42%	-$868	﹤0.01%	831
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	816
2021 Q1	$2K	Sell	12 -2	-14%	-$280	﹤0.01%	786
2020 Q4	$2K	Sell	14 -1	-7%	-$138	﹤0.01%	757
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	687
2020 Q2	$2K	Sell	15 -5	-25%	-$553	﹤0.01%	681
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	638
2019 Q4	$3K	Hold	20	–	–	﹤0.01%	654
2019 Q3	$3K	Buy	+20	New	+$2.44K	﹤0.01%	620

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Institutional & Family Asset Management's EGP Position: Q2 2024 in Review

Institutional & Family Asset Management held its EastGroup Properties (EGP) position steady in Q2 2024 at 8 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Institutional & Family Asset Management first reported a position in EGP in Q3 2019 and has held it in 20 quarters since. The position peaked at $3K in Q4 2019. 425 funds tracked by Wall St. Rank hold EGP as of Q2 2024.

Institutional & Family Asset Management held 8 shares of EastGroup Properties worth $1.36K as of Q2 2024.
Institutional & Family Asset Management left its EastGroup Properties share count unchanged in Q2 2024.
EastGroup Properties made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #607 holding.
Institutional & Family Asset Management first reported a position in EastGroup Properties in Q3 2019 and has held it in 20 quarters since.
Institutional & Family Asset Management's EastGroup Properties position peaked at $3K in Q4 2019.
425 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.