True Wealth Design’s EastGroup Properties EGP Stock Holding History

True Wealth Design’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	$43.7K	Buy	216 +28	+15%	+$5.61K	0.01%	546
2026 Q1	$34.8K	Buy	188 +21	+13%	+$3.92K	0.01%	514
2025 Q4	$29.8K	Buy	167 +6	+4%	+$1.07K	0.01%	480
2025 Q3	$27.3K	Buy	161 +99	+160%	+$16.4K	0.01%	496
2025 Q2	$10.4K	Buy	62 +21	+51%	+$3.49K	﹤0.01%	569
2025 Q1	$7.22K	Buy	+41	New	+$7.13K	﹤0.01%	566
2023 Q2	–	Sell	-3	Closed	-$496	–	814
2023 Q1	$496	Buy	+3	New	+$488	﹤0.01%	528

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

True Wealth Design's EGP Position: Q2 2026 in Review

True Wealth Design increased its EastGroup Properties (EGP) stake by 15% in Q2 2026, buying an estimated $5.61K and bringing the position to 216 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #546.

True Wealth Design first reported a position in EGP in Q1 2023 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

True Wealth Design held 216 shares of EastGroup Properties worth $43.7K as of Q2 2026.
True Wealth Design bought 28 EastGroup Properties shares in Q2 2026, an estimated $5.61K.
EastGroup Properties made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #546 holding.
True Wealth Design first reported a position in EastGroup Properties in Q1 2023 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.