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 Q1	$2.04K	Hold	11	–	–	﹤0.01%	2308
2025 Q4	$1.96K	Buy	+11	New	+$1.96K	﹤0.01%	1990

Other funds holding EGP

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Root Financial Partners's EGP Position: Q1 2026 in Review

Root Financial Partners held its EastGroup Properties (EGP) position steady in Q1 2026 at 11 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Root Financial Partners first reported a position in EGP in Q4 2025 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Root Financial Partners held 11 shares of EastGroup Properties worth $2.04K as of Q1 2026.
Root Financial Partners left its EastGroup Properties share count unchanged in Q1 2026.
EastGroup Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2308 holding.
Root Financial Partners first reported a position in EastGroup Properties in Q4 2025 and has held it in 2 quarters since.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.