OneAscent Family Office’s EastGroup Properties EGP Stock Holding History

OneAscent Family Office’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	–	Sell	-1,351	Closed	-$241K	–	193
2025 Q4	$241K	Sell	1,351 -135	-9%	-$24K	0.16%	141
2025 Q3	$252K	Sell	1,486 -17	-1%	-$2.82K	0.2%	125
2025 Q2	$251K	Buy	+1,503	New	+$250K	0.24%	101

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

OneAscent Family Office's EGP Position: Q1 2026 in Review

OneAscent Family Office sold out of EastGroup Properties (EGP) in Q1 2026, closing a stake of 1,351 shares — an estimated $241K sold.

OneAscent Family Office first reported a position in EGP in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

OneAscent Family Office reported no remaining EastGroup Properties position as of Q1 2026 after selling out during the quarter.
OneAscent Family Office sold 1,351 EastGroup Properties shares in Q1 2026, an estimated $241K.
OneAscent Family Office first reported a position in EastGroup Properties in Q2 2025 and held it in 3 quarters.
OneAscent Family Office's EastGroup Properties position peaked at $252K in Q3 2025.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.