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Mount Yale Investment Advisors’s EastGroup Properties EGP Stock Holding History

Mount Yale Investment Advisors’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 		$365K Buy
+1,971
New +$368K 0.01% 815
2025
Q3 		– Sell
-1,632
Closed -$273K – 924
2025
Q2 		$273K Buy
1,632
+29
+2% +$4.82K 0.02% 485
2025
Q1 		$282K Sell
1,603
-2
-0.1% -$348 0.02% 450
2024
Q4 		$258K Buy
1,605
+6
+0.4% +$1.04K 0.02% 482
2024
Q3 		$299K Sell
1,599
-13
-0.8% -$2.4K 0.03% 439
2024
Q2 		$274K Sell
1,612
-9
-0.6% -$1.49K 0.02% 454
2024
Q1 		$291K Sell
1,621
-35
-2% -$6.31K 0.02% 456
2023
Q4 		$304K Buy
1,656
+179
+12% +$30.6K 0.03% 408
2023
Q3 		$246K Sell
1,477
-38
-3% -$6.73K 0.03% 431
2023
Q2 		$263K Sell
1,515
-106
-7% -$17.7K 0.03% 418
2023
Q1 		$268K Buy
1,621
+65
+4% +$10.6K 0.03% 407
2022
Q4 		$230K Buy
1,556
+82
+6% +$12.4K 0.03% 413
2022
Q3 		$213K Sell
1,474
-17
-1% -$2.77K 0.03% 409
2022
Q2 		$230K Buy
1,491
+147
+11% +$25.8K 0.03% 417
2022
Q1 		$273K Sell
1,344
-8
-0.6% -$1.58K 0.03% 387
2021
Q4 		$308K Sell
1,352
-24
-2% -$4.82K 0.03% 367
2021
Q3 		$229K Buy
+1,376
New +$239K 0.03% 417

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $113B AUM 38.87% 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

Mount Yale Investment Advisors's EGP Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in EastGroup Properties (EGP) in Q1 2026: 1,971 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EGP as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EGP in Q3 2021 and has held it in 17 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Mount Yale Investment Advisors held 1,971 shares of EastGroup Properties worth $365K as of Q1 2026.
  • EastGroup Properties was a new Mount Yale Investment Advisors position in Q1 2026.
  • EastGroup Properties made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #815 holding.
  • Mount Yale Investment Advisors first reported a position in EastGroup Properties in Q3 2021 and has held it in 17 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.