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Venturi Wealth Management’s EastGroup Properties EGP Stock Holding History

Venturi 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
2025
Q1 		– Sell
-700
Closed -$112K – 926
2024
Q4 		$112K Buy
700
+288
+70% +$49.8K 0.01% 722
2024
Q3 		$77K Buy
412
+50
+14% +$9.22K ﹤0.01% 641
2024
Q2 		$61.6K Buy
362
+192
+113% +$31.7K ﹤0.01% 613
2024
Q1 		$30.6K Sell
170
-24
-12% -$4.33K ﹤0.01% 622
2023
Q4 		$35.6K Buy
194
+66
+52% +$11.3K ﹤0.01% 561
2023
Q3 		$21.3K Buy
+128
New +$22.7K ﹤0.01% 610

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Venturi Wealth Management's EGP Position: Q1 2025 in Review

Venturi Wealth Management sold out of EastGroup Properties (EGP) in Q1 2025, closing a stake of 700 shares — an estimated $112K sold.

Venturi Wealth Management first reported a position in EGP in Q3 2023 and held it in 6 quarters. The position peaked at $112K in Q4 2024. 456 funds tracked by Wall St. Rank hold EGP as of Q1 2025.

  • Venturi Wealth Management reported no remaining EastGroup Properties position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 700 EastGroup Properties shares in Q1 2025, an estimated $112K.
  • Venturi Wealth Management first reported a position in EastGroup Properties in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's EastGroup Properties position peaked at $112K in Q4 2024.
  • 456 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.