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 Q2	$656K	Buy	3,237 +105	+3%	+$21K	0.01%	596
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mission Wealth Management's EGP Position: Q2 2026 in Review

Mission Wealth Management increased its EastGroup Properties (EGP) stake by 3.4% in Q2 2026, buying an estimated $21K and bringing the position to 3,237 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #596.

Mission Wealth Management first reported a position in EGP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.32M in Q4 2021. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Mission Wealth Management held 3,237 shares of EastGroup Properties worth $656K as of Q2 2026.
Mission Wealth Management bought 105 EastGroup Properties shares in Q2 2026, an estimated $21K.
EastGroup Properties made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #596 holding.
Mission Wealth Management first reported a position in EastGroup Properties in Q3 2020 and has held it in 24 quarters since.
Mission Wealth Management's EastGroup Properties position peaked at $1.32M in Q4 2021.
549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.