Spire Wealth Management’s EastGroup Properties EGP Stock Holding History

Spire 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
2026 Q2	$44.4K	Sell	219 -7	-3%	-$1.4K	﹤0.01%	1212
2026 Q1	$41.8K	Sell	226 -9	-4%	-$1.68K	﹤0.01%	1216
2025 Q4	$41.9K	Sell	235 -5	-2%	-$889	﹤0.01%	1241
2025 Q3	$40.6K	Buy	240 +44	+22%	+$7.3K	﹤0.01%	1302
2025 Q2	$32.8K	Sell	196 -23	-11%	-$3.83K	﹤0.01%	1351
2025 Q1	$38.6K	Buy	219 +59	+37%	+$10.3K	﹤0.01%	1379
2024 Q4	$25.7K	Buy	160 +21	+15%	+$3.63K	﹤0.01%	1536
2024 Q3	$26K	Sell	139 -12	-8%	-$2.21K	﹤0.01%	1360
2024 Q2	$25.7K	Buy	151 +43	+40%	+$7.11K	﹤0.01%	1353
2024 Q1	$19.4K	Hold	108	–	–	﹤0.01%	1527
2023 Q4	$19.6K	Buy	108 +101	+1,443%	+$17.2K	﹤0.01%	1547
2023 Q3	$1.17K	Hold	7	–	–	﹤0.01%	2227
2023 Q2	$1.22K	Buy	+7	New	+$1.17K	﹤0.01%	2282
2022 Q3	–	Sell	-24	Closed	-$4K	–	2284
2022 Q2	$4K	Sell	24 -28	-54%	-$4.91K	﹤0.01%	2182
2022 Q1	$11K	Hold	52	–	–	﹤0.01%	1992
2021 Q4	$12K	Hold	52	–	–	﹤0.01%	2303
2021 Q3	$9K	Buy	52 +4	+8%	+$695	﹤0.01%	2115
2021 Q2	$8K	Buy	48 +4	+9%	+$633	﹤0.01%	2189
2021 Q1	$6K	Buy	+44	New	+$6.16K	﹤0.01%	2562

Other funds holding EGP

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Spire Wealth Management's EGP Position: Q2 2026 in Review

Spire Wealth Management reduced its EastGroup Properties (EGP) stake by 3.1% in Q2 2026, selling an estimated $1.4K and leaving 219 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Spire Wealth Management first reported a position in EGP in Q1 2021 and has held it in 19 quarters since. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Spire Wealth Management held 219 shares of EastGroup Properties worth $44.4K as of Q2 2026.
Spire Wealth Management sold 7 EastGroup Properties shares in Q2 2026, an estimated $1.4K.
EastGroup Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1212 holding.
Spire Wealth Management first reported a position in EastGroup Properties in Q1 2021 and has held it in 19 quarters since.
54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.