SBIA
EGP icon

Sheaff Brock Investment Advisors’s EastGroup Properties EGP Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$1.23M Sell
6,959
-20
-0.3% -$3.48K 0.11% 155
2024
Q4 		$1.12M Buy
6,979
+10
+0.1% +$1.73K 0.1% 158
2024
Q3 		$1.3M Sell
6,969
-93
-1% -$17.1K 0.11% 149
2024
Q2 		$1.2M Sell
7,062
-443
-6% -$73.2K 0.11% 149
2024
Q1 		$1.35M Sell
7,505
-197
-3% -$35.5K 0.09% 149
2023
Q4 		$1.41M Buy
7,702
+32
+0.4% +$5.46K 0.11% 132
2023
Q3 		$1.28M Sell
7,670
-19
-0.2% -$3.37K 0.12% 135
2023
Q2 		$1.33M Sell
7,689
-8
-0.1% -$1.33K 0.11% 136
2023
Q1 		$1.27M Buy
7,697
+9
+0.1% +$1.46K 0.12% 137
2022
Q4 		$1.14M Buy
7,688
+141
+2% +$21.3K 0.11% 147
2022
Q3 		$1.09M Buy
7,547
+127
+2% +$20.7K 0.12% 139
2022
Q2 		$1.15M Buy
7,420
+156
+2% +$27.4K 0.1% 135
2022
Q1 		$1.48M Buy
7,264
+136
+2% +$26.9K 0.1% 132
2021
Q4 		$1.62M Buy
7,128
+420
+6% +$84.4K 0.11% 133
2021
Q3 		$1.12M Buy
6,708
+161
+2% +$28K 0.08% 163
2021
Q2 		$1.08M Buy
6,547
+453
+7% +$71.7K 0.08% 166
2021
Q1 		$873K Sell
6,094
-24
-0.4% -$3.36K 0.07% 167
2020
Q4 		$845K Sell
6,118
-48
-0.8% -$6.64K 0.07% 164
2020
Q3 		$797K Buy
6,166
+46
+0.8% +$5.94K 0.07% 157
2020
Q2 		$726K Buy
6,120
+667
+12% +$73.7K 0.07% 174
2020
Q1 		$570K Buy
+5,453
New +$689K 0.08% 169

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sheaff Brock Investment Advisors's EGP Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its EastGroup Properties (EGP) stake by 0.29% in Q1 2025, selling an estimated $3.48K and leaving 6,959 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #155.

Sheaff Brock Investment Advisors first reported a position in EGP in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.62M in Q4 2021. 456 funds tracked by Wall St. Rank hold EGP as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,959 shares of EastGroup Properties worth $1.23M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 20 EastGroup Properties shares in Q1 2025, an estimated $3.48K.
  • EastGroup Properties made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #155 holding.
  • Sheaff Brock Investment Advisors first reported a position in EastGroup Properties in Q1 2020 and has held it in 21 quarters since.
  • Sheaff Brock Investment Advisors's EastGroup Properties position peaked at $1.62M in Q4 2021.
  • 456 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.