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Waverly Advisors’s EastGroup Properties EGP Stock Holding History

Waverly 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 		$315K Buy
1,554
+62
+4% +$12.4K ﹤0.01% 1394
2026
Q1 		$276K Buy
+1,492
New +$279K ﹤0.01% 1340
2024
Q4 		– Sell
-1,266
Closed -$236K – 991
2024
Q3 		$236K Sell
1,266
-49
-4% -$9.03K ﹤0.01% 738
2024
Q2 		$224K Buy
+1,315
New +$217K ﹤0.01% 739

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's EGP Position: Q2 2026 in Review

Waverly Advisors increased its EastGroup Properties (EGP) stake by 4.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,554 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Waverly Advisors first reported a position in EGP in Q2 2024 and has held it in 4 quarters since. 551 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Waverly Advisors held 1,554 shares of EastGroup Properties worth $315K as of Q2 2026.
  • Waverly Advisors bought 62 EastGroup Properties shares in Q2 2026, an estimated $12.4K.
  • EastGroup Properties made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1394 holding.
  • Waverly Advisors first reported a position in EastGroup Properties in Q2 2024 and has held it in 4 quarters since.
  • 551 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.