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Legacy Wealth Asset Management’s EastGroup Properties EGP Stock Holding History

Legacy Wealth 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
2026
Q3 		$495K Sell
2,507
-194
-7% -$39.8K 0.11% 263
2026
Q2 		$547K Sell
2,701
-152
-5% -$30.4K 0.12% 248
2026
Q1 		$528K Buy
2,853
+15
+0.5% +$2.8K 0.13% 251
2025
Q4 		$506K Sell
2,838
-269
-9% -$47.8K 0.12% 256
2025
Q3 		$526K Buy
3,107
+41
+1% +$6.8K 0.13% 244
2025
Q2 		$512K Buy
3,066
+18
+0.6% +$2.99K 0.13% 244
2025
Q1 		$537K Hold
3,048
– – 0.15% 226
2024
Q4 		$489K Sell
3,048
-94
-3% -$16.2K 0.13% 244
2024
Q3 		$587K Buy
3,142
+14
+0.4% +$2.58K 0.16% 215
2024
Q2 		$532K Buy
3,128
+115
+4% +$19K 0.15% 217
2024
Q1 		$542K Buy
3,013
+36
+1% +$6.49K 0.15% 219
2023
Q4 		$546K Buy
2,977
+29
+1% +$4.95K 0.18% 201
2023
Q3 		$491K Buy
2,948
+237
+9% +$42K 0.18% 200
2023
Q2 		$471K Buy
2,711
+189
+7% +$31.5K 0.16% 214
2023
Q1 		$417K Buy
2,522
+27
+1% +$4.39K 0.15% 245
2022
Q4 		$369K Buy
2,495
+39
+2% +$5.88K 0.14% 267
2022
Q3 		$354K Sell
2,456
-12
-0.5% -$1.96K 0.15% 236
2022
Q2 		$381K Sell
2,468
-22
-0.9% -$3.86K 0.15% 203
2022
Q1 		$506K Buy
2,490
+110
+5% +$21.8K 0.18% 186
2021
Q4 		$542K Sell
2,380
-51
-2% -$10.2K 0.18% 193
2021
Q3 		$405K Sell
2,431
-34
-1% -$5.9K 0.19% 203
2021
Q2 		$405K Buy
2,465
+73
+3% +$11.6K 0.18% 209
2021
Q1 		$343K Buy
2,392
+53
+2% +$7.42K 0.16% 224
2020
Q4 		$323K Buy
+2,339
New +$323K 0.16% 225

Other funds holding EGP

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's EGP Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its EastGroup Properties (EGP) stake by 7.2% in Q3 2026, selling an estimated $39.8K and leaving 2,507 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #263.

Legacy Wealth Asset Management first reported a position in EGP in Q4 2020 and has held it in 24 quarters since. The position peaked at $587K in Q3 2024. 16 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • Legacy Wealth Asset Management held 2,507 shares of EastGroup Properties worth $495K as of Q3 2026.
  • Legacy Wealth Asset Management sold 194 EastGroup Properties shares in Q3 2026, an estimated $39.8K.
  • EastGroup Properties made up 0.11% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #263 holding.
  • Legacy Wealth Asset Management first reported a position in EastGroup Properties in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's EastGroup Properties position peaked at $587K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.