PWA
EGP icon

Provenance Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Provenance Wealth Advisors’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 		$1.11K Hold
6
– – ﹤0.01% 395
2025
Q4 		$1.07K Hold
6
– – ﹤0.01% 403
2025
Q3 		$1.02K Hold
6
– – ﹤0.01% 422
2025
Q2 		$1K Hold
6
– – ﹤0.01% 408
2025
Q1 		$1.06K Hold
6
– – ﹤0.01% 467
2024
Q4 		$963 Hold
6
– – ﹤0.01% 498
2024
Q3 		$1.12K Hold
6
– – ﹤0.01% 520
2024
Q2 		$1.02K Hold
6
– – ﹤0.01% 445
2024
Q1 		$1.08K Hold
6
– – ﹤0.01% 470
2023
Q4 		$1.1K Hold
6
– – ﹤0.01% 519
2023
Q3 		$999 Buy
+6
New +$1.06K ﹤0.01% 395

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