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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's EGP Position: Q1 2026 in Review

Waverly Advisors opened a new position in EastGroup Properties (EGP) in Q1 2026: 1,492 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in EGP as recently as Q3 2024.

Waverly Advisors first reported a position in EGP in Q2 2024 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Waverly Advisors held 1,492 shares of EastGroup Properties worth $276K as of Q1 2026.
  • EastGroup Properties was a new Waverly Advisors position in Q1 2026.
  • EastGroup Properties made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1340 holding.
  • Waverly Advisors first reported a position in EastGroup Properties in Q2 2024 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.