Root Financial Partners
EGP icon

Root Financial Partners’s EastGroup Properties EGP Stock Holding History

Root Financial Partners’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
Q3 		$15.8K Buy
+80
New +$16.4K ﹤0.01% 1684
2026
Q2 		– Sell
-11
Closed -$2.04K – 1216
2026
Q1 		$2.04K Hold
11
– – ﹤0.01% 2308
2025
Q4 		$1.96K Buy
+11
New +$1.96K ﹤0.01% 1990

Other funds holding EGP

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Boston Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Root Financial Partners's EGP Position: Q3 2026 in Review

Root Financial Partners opened a new position in EastGroup Properties (EGP) in Q3 2026: 80 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EGP as recently as Q1 2026.

Root Financial Partners first reported a position in EGP in Q4 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • Root Financial Partners held 80 shares of EastGroup Properties worth $15.8K as of Q3 2026.
  • EastGroup Properties was a new Root Financial Partners position in Q3 2026.
  • EastGroup Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1684 holding.
  • Root Financial Partners first reported a position in EastGroup Properties in Q4 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.