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Mission Wealth Management’s EastGroup Properties EGP Stock Holding History

Mission 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 		$580K Hold
3,132
– – 0.01% 450
2025
Q4 		$558K Buy
3,132
+1
+0% +$178 0.01% 465
2025
Q3 		$530K Sell
3,131
-147
-4% -$24.4K 0.01% 473
2025
Q2 		$548K Hold
3,278
– – 0.01% 455
2025
Q1 		$577K Sell
3,278
-122
-4% -$21.2K 0.01% 418
2024
Q4 		$546K Hold
3,400
– – 0.01% 408
2024
Q3 		$635K Hold
3,400
– – 0.02% 382
2024
Q2 		$578K Hold
3,400
– – 0.02% 379
2024
Q1 		$611K Sell
3,400
-31
-0.9% -$5.59K 0.02% 385
2023
Q4 		$630K Buy
3,431
+31
+0.9% +$5.29K 0.02% 325
2023
Q3 		$566K Hold
3,400
– – 0.02% 319
2023
Q2 		$590K Buy
3,400
+200
+6% +$33.4K 0.02% 312
2023
Q1 		$529K Sell
3,200
-8
-0.2% -$1.3K 0.02% 320
2022
Q4 		$475K Buy
3,208
+8
+0.3% +$1.21K 0.02% 325
2022
Q3 		$462K Sell
3,200
-2,600
-45% -$424K 0.02% 304
2022
Q2 		$895K Hold
5,800
– – 0.05% 210
2022
Q1 		$1.18M Hold
5,800
– – 0.05% 172
2021
Q4 		$1.32M Hold
5,800
– – 0.06% 161
2021
Q3 		$966K Hold
5,800
– – 0.05% 183
2021
Q2 		$954K Hold
5,800
– – 0.05% 177
2021
Q1 		$831K Hold
5,800
– – 0.05% 167
2020
Q4 		$801K Hold
5,800
– – 0.05% 161
2020
Q3 		$750K Buy
+5,800
New +$749K 0.06% 155

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's EGP Position: Q1 2026 in Review

Mission Wealth Management held its EastGroup Properties (EGP) position steady in Q1 2026 at 3,132 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #450.

Mission Wealth Management first reported a position in EGP in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q4 2021. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Mission Wealth Management held 3,132 shares of EastGroup Properties worth $580K as of Q1 2026.
  • Mission Wealth Management left its EastGroup Properties share count unchanged in Q1 2026.
  • EastGroup Properties made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #450 holding.
  • Mission Wealth Management first reported a position in EastGroup Properties in Q3 2020 and has held it in 23 quarters since.
  • Mission Wealth Management's EastGroup Properties position peaked at $1.32M in Q4 2021.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.