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PDS Planning’s EastGroup Properties EGP Stock Holding History

PDS Planning’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 		$509K Hold
2,749
– – 0.03% 265
2025
Q4 		$490K Buy
2,749
+1,000
+57% +$178K 0.03% 263
2025
Q3 		$296K Buy
1,749
+3
+0.2% +$498 0.02% 381
2025
Q2 		$292K Buy
1,746
+18
+1% +$2.99K 0.02% 364
2025
Q1 		$304K Sell
1,728
-28
-2% -$4.87K 0.03% 321
2024
Q4 		$282K Hold
1,756
– – 0.03% 309
2024
Q3 		$328K Sell
1,756
-61
-3% -$11.2K 0.03% 273
2024
Q2 		$309K Buy
+1,817
New +$300K 0.03% 251

Other funds holding EGP

BlackRock
BlackRock New York $5.72T 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

PDS Planning's EGP Position: Q1 2026 in Review

PDS Planning held its EastGroup Properties (EGP) position steady in Q1 2026 at 2,749 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #265.

PDS Planning first reported a position in EGP in Q2 2024 and has held it in 8 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • PDS Planning held 2,749 shares of EastGroup Properties worth $509K as of Q1 2026.
  • PDS Planning left its EastGroup Properties share count unchanged in Q1 2026.
  • EastGroup Properties made up 0.03% of PDS Planning's portfolio in Q1 2026, its #265 holding.
  • PDS Planning first reported a position in EastGroup Properties in Q2 2024 and has held it in 8 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.