SageView Advisory Group’s EastGroup Properties EGP Stock Holding History

SageView Advisory Group’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	–	Sell	-827	Closed	-$147K	–	1119
2025 Q4	$147K	Buy	+827	New	+$147K	0.01%	692

Other funds holding EGP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's EGP Position: Q1 2026 in Review

SageView Advisory Group sold out of EastGroup Properties (EGP) in Q1 2026, closing a stake of 827 shares — an estimated $147K sold.

SageView Advisory Group first reported a position in EGP in Q4 2025 and held it in 1 quarter. The position peaked at $147K in Q4 2025. 515 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

SageView Advisory Group reported no remaining EastGroup Properties position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 827 EastGroup Properties shares in Q1 2026, an estimated $147K.
SageView Advisory Group first reported a position in EastGroup Properties in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's EastGroup Properties position peaked at $147K in Q4 2025.
515 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.