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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
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 $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

Pinnacle Wealth Planning Services's EGP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its EastGroup Properties (EGP) position steady in Q1 2026 at 3 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Pinnacle Wealth Planning Services first reported a position in EGP in Q4 2020 and has held it in 3 quarters since. The position peaked at $10K in Q4 2020. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3 shares of EastGroup Properties worth $555 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its EastGroup Properties share count unchanged in Q1 2026.
  • EastGroup Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2615 holding.
  • Pinnacle Wealth Planning Services first reported a position in EastGroup Properties in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's EastGroup Properties position peaked at $10K in Q4 2020.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.