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 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 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

Phillips Wealth Planners's EGP Position: Q1 2026 in Review

Phillips Wealth Planners increased its EastGroup Properties (EGP) stake by 0.31% in Q1 2026, buying an estimated $747 and bringing the position to 1,298 shares worth $265K. The position accounts for 0.2% of the portfolio, ranked #171.

Phillips Wealth Planners first reported a position in EGP in Q4 2022 and has held it in 14 quarters since. The position peaked at $282K in Q2 2023. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Phillips Wealth Planners held 1,298 shares of EastGroup Properties worth $265K as of Q1 2026.
Phillips Wealth Planners bought 4 EastGroup Properties shares in Q1 2026, an estimated $747.
EastGroup Properties made up 0.2% of Phillips Wealth Planners's portfolio in Q1 2026, its #171 holding.
Phillips Wealth Planners first reported a position in EastGroup Properties in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's EastGroup Properties position peaked at $282K in Q2 2023.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.