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OneAscent Wealth Management’s EastGroup Properties EGP Stock Holding History

OneAscent 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
Q1 		$252K Sell
1,361
-404
-23% -$75.5K 0.08% 133
2025
Q4 		$314K Sell
1,765
-145
-8% -$25.8K 0.1% 107
2025
Q3 		$323K Buy
1,910
+30
+2% +$4.98K 0.11% 113
2025
Q2 		$314K Buy
1,880
+133
+8% +$22.1K 0.12% 109
2025
Q1 		$308K Buy
1,747
+104
+6% +$18.1K 0.13% 100
2024
Q4 		$264K Sell
1,643
-477
-23% -$82.4K 0.11% 130
2024
Q3 		$399K Buy
+2,120
New +$391K 0.15% 93
2024
Q2 		– Sell
-1,375
Closed -$247K – 119
2024
Q1 		$247K Buy
1,375
+49
+4% +$8.84K 0.09% 152
2023
Q4 		$243K Buy
+1,326
New +$226K 0.1% 148

Other funds holding EGP

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $95.5B AUM 28.4% 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