Summit Trail Advisors’s EastGroup Properties EGP Stock Holding History

Summit Trail 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
2026 Q2	$2.99M	Buy	14,641 +580	+4%	+$116K	0.04%	367
2026 Q1	$2.6M	Buy	14,061 +3,621	+35%	+$676K	0.04%	374
2025 Q4	$1.88M	Sell	10,440 -240	-2%	-$42.7K	0.03%	444
2025 Q3	$1.82M	Buy	10,680 +4,306	+68%	+$714K	0.03%	504
2025 Q2	$1.08M	Buy	+6,374	New	+$1.06M	0.02%	448
2018 Q1	–	Sell	-1,348	Closed	-$118K	–	788
2017 Q4	$118K	Buy	+1,348	New	+$123K	0.01%	579

Other funds holding EGP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Summit Trail Advisors's EGP Position: Q2 2026 in Review

Summit Trail Advisors increased its EastGroup Properties (EGP) stake by 4.1% in Q2 2026, buying an estimated $116K and bringing the position to 14,641 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #367.

Summit Trail Advisors first reported a position in EGP in Q4 2017 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Summit Trail Advisors held 14,641 shares of EastGroup Properties worth $2.99M as of Q2 2026.
Summit Trail Advisors bought 580 EastGroup Properties shares in Q2 2026, an estimated $116K.
EastGroup Properties made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #367 holding.
Summit Trail Advisors first reported a position in EastGroup Properties in Q4 2017 and has held it in 6 quarters since.
549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.