Steward Partners Investment Advisory’s EastGroup Properties EGP Stock Holding History

Steward Partners Investment Advisory’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	$8.88K	Buy	48 +7	+17%	+$1.31K	﹤0.01%	3606
2025 Q4	$7.3K	Sell	41 -3	-7%	-$533	﹤0.01%	3573
2025 Q3	$7.45K	Sell	44 -1	-2%	-$166	﹤0.01%	3519
2025 Q2	$7.52K	Sell	45 -31	-41%	-$5.16K	﹤0.01%	3331
2025 Q1	$13.4K	Buy	76 +11	+17%	+$1.91K	﹤0.01%	2970
2024 Q4	$10.4K	Buy	65 +28	+76%	+$4.84K	﹤0.01%	3077
2024 Q3	$6.91K	Buy	37 +11	+42%	+$2.03K	﹤0.01%	3089
2024 Q2	$4.42K	Sell	26 -48	-65%	-$7.93K	﹤0.01%	3081
2024 Q1	$13.3K	Buy	74 +48	+185%	+$8.66K	﹤0.01%	2698
2023 Q4	$4.77K	Buy	+26	New	+$4.44K	﹤0.01%	2974
2020 Q2	–	Sell	-700	Closed	-$73K	–	2678
2020 Q1	$73K	Hold	700	–	–	﹤0.01%	1117
2019 Q4	$92K	Hold	700	–	–	﹤0.01%	1160
2019 Q3	$87K	Hold	700	–	–	﹤0.01%	1141
2019 Q2	$81K	Buy	+700	New	+$79.2K	﹤0.01%	1137
2018 Q3	–	Sell	-724	Closed	-$69K	–	2613
2018 Q2	$69K	Buy	724 +24	+3%	+$2.16K	﹤0.01%	976
2018 Q1	$57K	Buy	+700	New	+$58.3K	﹤0.01%	958

Other funds holding EGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's EGP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its EastGroup Properties (EGP) stake by 17% in Q1 2026, buying an estimated $1.31K and bringing the position to 48 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3606.

Steward Partners Investment Advisory first reported a position in EGP in Q1 2018 and has held it in 16 quarters since. The position peaked at $92K in Q4 2019. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

Steward Partners Investment Advisory held 48 shares of EastGroup Properties worth $8.88K as of Q1 2026.
Steward Partners Investment Advisory bought 7 EastGroup Properties shares in Q1 2026, an estimated $1.31K.
EastGroup Properties made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3606 holding.
Steward Partners Investment Advisory first reported a position in EastGroup Properties in Q1 2018 and has held it in 16 quarters since.
Steward Partners Investment Advisory's EastGroup Properties position peaked at $92K in Q4 2019.
512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.