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Nicola Wealth Management’s EastGroup Properties EGP Stock Holding History

Nicola 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
2025
Q3 		– Sell
-6,200
Closed -$1.04M – 80
2025
Q2 		$1.04M Buy
6,200
+2,200
+55% +$366K 0.1% 95
2025
Q1 		$705K Buy
+4,000
New +$696K 0.07% 108

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nicola Wealth Management's EGP Position: Q3 2025 in Review

Nicola Wealth Management sold out of EastGroup Properties (EGP) in Q3 2025, closing a stake of 6,200 shares — an estimated $1.04M sold.

Nicola Wealth Management first reported a position in EGP in Q1 2025 and held it in 2 quarters. The position peaked at $1.04M in Q2 2025. 467 funds tracked by Wall St. Rank hold EGP as of Q3 2025.

  • Nicola Wealth Management reported no remaining EastGroup Properties position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 6,200 EastGroup Properties shares in Q3 2025, an estimated $1.04M.
  • Nicola Wealth Management first reported a position in EastGroup Properties in Q1 2025 and held it in 2 quarters.
  • Nicola Wealth Management's EastGroup Properties position peaked at $1.04M in Q2 2025.
  • 467 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.