Orion Portfolio Solutions’s EastGroup Properties EGP Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.38M	Buy	7,814 +188	+2%	+$32.7K	0.01%	909
2024 Q4	$1.22M	Sell	7,626 -567	-7%	-$98K	0.01%	938
2024 Q3	$1.53M	Sell	8,193 -500	-6%	-$92.2K	0.02%	827
2024 Q2	$1.48M	Sell	8,693 -1,155	-12%	-$191K	0.02%	788
2024 Q1	$1.77M	Sell	9,848 -610	-6%	-$110K	0.02%	717
2023 Q4	$1.9M	Sell	10,458 -655	-6%	-$112K	0.02%	653
2023 Q3	$1.85M	Sell	11,113 -558	-5%	-$98.9K	0.02%	649
2023 Q2	$2.03M	Sell	11,671 -859	-7%	-$143K	0.02%	646
2023 Q1	$2.07M	Buy	+12,530	New	+$2.04M	0.03%	579
2020 Q3	–	Sell	-101	Closed	-$12K	–	873
2020 Q2	$12K	Buy	101 +10	+11%	+$1.1K	﹤0.01%	1128
2020 Q1	$10K	Sell	91 -47	-34%	-$5.93K	﹤0.01%	1060
2019 Q4	$18K	Buy	+138	New	+$18.1K	﹤0.01%	800

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Orion Portfolio Solutions's EGP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its EastGroup Properties (EGP) stake by 2.5% in Q1 2025, buying an estimated $32.7K and bringing the position to 7,814 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #909.

Orion Portfolio Solutions first reported a position in EGP in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.07M in Q1 2023. 456 funds tracked by Wall St. Rank hold EGP as of Q1 2025.

Orion Portfolio Solutions held 7,814 shares of EastGroup Properties worth $1.38M as of Q1 2025.
Orion Portfolio Solutions bought 188 EastGroup Properties shares in Q1 2025, an estimated $32.7K.
EastGroup Properties made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #909 holding.
Orion Portfolio Solutions first reported a position in EastGroup Properties in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's EastGroup Properties position peaked at $2.07M in Q1 2023.
456 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.