Spire Wealth Management
EGP icon

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
Q3 		$42.6K Sell
216
-3
-1% -$616 ﹤0.01% 1185
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% -$3.82K ﹤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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Spire Wealth Management's EGP Position: Q3 2026 in Review

Spire Wealth Management reduced its EastGroup Properties (EGP) stake by 1.4% in Q3 2026, selling an estimated $616 and leaving 216 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Spire Wealth Management first reported a position in EGP in Q1 2021 and has held it in 20 quarters since. The position peaked at $44.4K in Q2 2026. 333 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • Spire Wealth Management held 216 shares of EastGroup Properties worth $42.6K as of Q3 2026.
  • Spire Wealth Management sold 3 EastGroup Properties shares in Q3 2026, an estimated $616.
  • EastGroup Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1185 holding.
  • Spire Wealth Management first reported a position in EastGroup Properties in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's EastGroup Properties position peaked at $44.4K in Q2 2026.
  • 333 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.