SFG Wealth Management’s EastGroup Properties EGP Stock Holding History

SFG Wealth Management’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 Q3	–	Sell	-1,421	Closed	-$237K	–	130
2025 Q2	$237K	Hold	1,421	–	–	0.14%	75
2025 Q1	$250K	Hold	1,421	–	–	0.12%	106
2024 Q4	$228K	Hold	1,421	–	–	0.12%	91
2024 Q3	$265K	Hold	1,421	–	–	0.14%	79
2024 Q2	$242K	Hold	1,421	–	–	0.14%	80
2024 Q1	$255K	Hold	1,421	–	–	0.15%	83
2023 Q4	$261K	Hold	1,421	–	–	0.17%	83
2023 Q3	$237K	Hold	1,421	–	–	0.19%	79
2023 Q2	$247K	Hold	1,421	–	–	0.21%	79
2023 Q1	$235K	Hold	1,421	–	–	0.26%	68
2022 Q4	$210K	Hold	1,421	–	–	0.26%	74
2022 Q3	$205K	Hold	1,421	–	–	0.28%	71
2022 Q2	$219K	Hold	1,421	–	–	0.26%	71
2022 Q1	$289K	Hold	1,421	–	–	0.27%	66
2021 Q4	$324K	Buy	+1,421	New	+$285K	0.29%	70

Other funds holding EGP

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

SFG Wealth Management's EGP Position: Q3 2025 in Review

SFG Wealth Management sold out of EastGroup Properties (EGP) in Q3 2025, closing a stake of 1,421 shares — an estimated $237K sold.

SFG Wealth Management first reported a position in EGP in Q4 2021 and held it in 15 quarters. The position peaked at $324K in Q4 2021. 467 funds tracked by Wall St. Rank hold EGP as of Q3 2025.

SFG Wealth Management reported no remaining EastGroup Properties position as of Q3 2025 after selling out during the quarter.
SFG Wealth Management sold 1,421 EastGroup Properties shares in Q3 2025, an estimated $237K.
SFG Wealth Management first reported a position in EastGroup Properties in Q4 2021 and held it in 15 quarters.
SFG Wealth Management's EastGroup Properties position peaked at $324K in Q4 2021.
467 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2025.

Based on SFG Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.