Rise Advisors’s EastGroup Properties EGP Stock Holding History

Rise 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
2025 Q4	–	Sell	-71	Closed	-$12K	–	507
2025 Q3	$12K	Hold	71	–	–	﹤0.01%	891
2025 Q2	$11.9K	Hold	71	–	–	﹤0.01%	881
2025 Q1	$12.5K	Buy	+71	New	+$12.4K	0.01%	827

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's EGP Position: Q4 2025 in Review

Rise Advisors sold out of EastGroup Properties (EGP) in Q4 2025, closing a stake of 71 shares — an estimated $12K sold.

Rise Advisors first reported a position in EGP in Q1 2025 and held it in 3 quarters. The position peaked at $12.5K in Q1 2025. 496 funds tracked by Wall St. Rank hold EGP as of Q4 2025.

Rise Advisors reported no remaining EastGroup Properties position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 71 EastGroup Properties shares in Q4 2025, an estimated $12K.
Rise Advisors first reported a position in EastGroup Properties in Q1 2025 and held it in 3 quarters.
Rise Advisors's EastGroup Properties position peaked at $12.5K in Q1 2025.
496 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.