PlanVest Financial’s EastGroup Properties EGP Stock Holding History

PlanVest Financial’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	$2.43K	Hold	12	–	–	﹤0.01%	509
2026 Q1	$2.22K	Buy	+12	New	+$2.24K	﹤0.01%	486

Other funds holding EGP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PlanVest Financial's EGP Position: Q2 2026 in Review

PlanVest Financial held its EastGroup Properties (EGP) position steady in Q2 2026 at 12 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

PlanVest Financial first reported a position in EGP in Q1 2026 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

PlanVest Financial held 12 shares of EastGroup Properties worth $2.43K as of Q2 2026.
PlanVest Financial left its EastGroup Properties share count unchanged in Q2 2026.
EastGroup Properties made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #509 holding.
PlanVest Financial first reported a position in EastGroup Properties in Q1 2026 and has held it in 2 quarters since.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.