PWP
EGP icon

Phillips Wealth Planners’s EastGroup Properties EGP Stock Holding History

Phillips Wealth Planners’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
Q2 		$277K Sell
1,292
-6
-0.5% -$1.2K 0.2% 158
2026
Q1 		$265K Buy
1,298
+4
+0.3% +$747 0.2% 171
2025
Q4 		$239K Sell
1,294
-26
-2% -$4.62K 0.19% 170
2025
Q3 		$227K Sell
1,320
-9
-0.7% -$1.49K 0.19% 183
2025
Q2 		$224K Buy
1,329
+7
+0.5% +$1.16K 0.2% 170
2025
Q1 		$205K Hold
1,322
– – 0.22% 167
2024
Q4 		$206K Sell
1,322
-8
-0.6% -$1.38K 0.21% 171
2024
Q3 		$246K Buy
1,330
+8
+0.6% +$1.48K 0.24% 157
2024
Q2 		$233K Sell
1,322
-179
-12% -$29.6K 0.25% 155
2024
Q1 		$250K Sell
1,501
-71
-5% -$12.8K 0.29% 138
2023
Q4 		$278K Sell
1,572
-48
-3% -$8.19K 0.33% 109
2023
Q3 		$257K Sell
1,620
-7
-0.4% -$1.24K 0.35% 112
2023
Q2 		$282K Buy
1,627
+20
+1% +$3.34K 0.37% 98
2023
Q1 		$262K Sell
1,607
-1
-0.1% -$163 0.35% 109
2022
Q4 		$272K Buy
+1,608
New +$243K 0.47% 80

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Phillips Wealth Planners's EGP Position: Q2 2026 in Review

Phillips Wealth Planners reduced its EastGroup Properties (EGP) stake by 0.46% in Q2 2026, selling an estimated $1.2K and leaving 1,292 shares worth $277K. The position accounts for 0.2% of the portfolio, ranked #158.

Phillips Wealth Planners first reported a position in EGP in Q4 2022 and has held it in 15 quarters since. The position peaked at $282K in Q2 2023. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Phillips Wealth Planners held 1,292 shares of EastGroup Properties worth $277K as of Q2 2026.
  • Phillips Wealth Planners sold 6 EastGroup Properties shares in Q2 2026, an estimated $1.2K.
  • EastGroup Properties made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #158 holding.
  • Phillips Wealth Planners first reported a position in EastGroup Properties in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's EastGroup Properties position peaked at $282K in Q2 2023.
  • 549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.