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Pinnacle Wealth Planning Services’s EastGroup Properties EGP Stock Holding History

Pinnacle Wealth Planning Services’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 		$810 Buy
4
+1
+33% +$200 ﹤0.01% 2609
2026
Q1 		$555 Hold
3
– – ﹤0.01% 2615
2025
Q4 		$534 Buy
+3
New +$533 ﹤0.01% 2646
2021
Q1 		– Sell
-69
Closed -$10K – 819
2020
Q4 		$10K Buy
+69
New +$9.54K ﹤0.01% 1384

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

Pinnacle Wealth Planning Services's EGP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its EastGroup Properties (EGP) stake by 33% in Q2 2026, buying an estimated $200 and bringing the position to 4 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Pinnacle Wealth Planning Services first reported a position in EGP in Q4 2020 and has held it in 4 quarters since. The position peaked at $10K in Q4 2020. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4 shares of EastGroup Properties worth $810 as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 EastGroup Properties share in Q2 2026, an estimated $200.
  • EastGroup Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2609 holding.
  • Pinnacle Wealth Planning Services first reported a position in EastGroup Properties in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's EastGroup Properties position peaked at $10K in Q4 2020.
  • 549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.