Montag & Associates’s EastGroup Properties EGP Stock Holding History

Montag & Associates’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	$129K	Hold	690	–	–	0.01%	477
2025 Q4	$124K	Hold	690	–	–	0.01%	480
2025 Q3	$118K	Hold	690	–	–	0.01%	467
2025 Q2	$116K	Hold	690	–	–	0.01%	459
2025 Q1	$123K	Hold	690	–	–	0.01%	473
2024 Q4	$112K	Hold	690	–	–	0.01%	486
2024 Q3	$130K	Hold	690	–	–	0.01%	471
2024 Q2	$118K	Hold	690	–	–	0.01%	475
2024 Q1	$125K	Hold	690	–	–	0.01%	465
2023 Q4	$128K	Hold	690	–	–	0.01%	446
2023 Q3	$116K	Hold	690	–	–	0.01%	444
2023 Q2	$121K	Hold	690	–	–	0.01%	451
2023 Q1	$115K	Hold	690	–	–	0.01%	450
2022 Q4	$103K	Hold	690	–	–	0.01%	443
2022 Q3	$100K	Hold	690	–	–	0.01%	438
2022 Q2	$107K	Hold	690	–	–	0.01%	427
2022 Q1	$140K	Hold	690	–	–	0.01%	427
2021 Q4	$157K	Hold	690	–	–	0.01%	416
2021 Q3	$115K	Hold	690	–	–	0.01%	447
2021 Q2	$113K	Hold	690	–	–	0.01%	458
2021 Q1	$99K	Hold	690	–	–	0.01%	470
2020 Q4	$95K	Buy	+690	New	+$95.4K	0.01%	457

Other funds holding EGP

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

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

Montag & Associates's EGP Position: Q1 2026 in Review

Montag & Associates held its EastGroup Properties (EGP) position steady in Q1 2026 at 690 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #477.

Montag & Associates first reported a position in EGP in Q4 2020 and has held it in 22 quarters since. The position peaked at $157K in Q4 2021. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Montag & Associates held 690 shares of EastGroup Properties worth $129K as of Q1 2026.
Montag & Associates left its EastGroup Properties share count unchanged in Q1 2026.
EastGroup Properties made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #477 holding.
Montag & Associates first reported a position in EastGroup Properties in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's EastGroup Properties position peaked at $157K in Q4 2021.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.