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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
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

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

Root Financial Partners's EGP Position: Q2 2026 in Review

Root Financial Partners sold out of EastGroup Properties (EGP) in Q2 2026, closing a stake of 11 shares — an estimated $2.04K sold.

Root Financial Partners first reported a position in EGP in Q4 2025 and held it in 2 quarters. The position peaked at $2.04K in Q1 2026. 548 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Root Financial Partners reported no remaining EastGroup Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 EastGroup Properties shares in Q2 2026, an estimated $2.04K.
  • Root Financial Partners first reported a position in EastGroup Properties in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's EastGroup Properties position peaked at $2.04K in Q1 2026.
  • 548 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.