Waypoint Wealth Counsel’s EastGroup Properties EGP Stock Holding History

Waypoint Wealth Counsel’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	$708K	Sell	3,497 -94	-3%	-$18.8K	0.44%	35
2026 Q1	$665K	Sell	3,591 -118	-3%	-$22K	0.34%	52
2025 Q4	$661K	Sell	3,709 -400	-10%	-$71.1K	0.24%	76
2025 Q3	$695K	Buy	4,109 +4	+0.1%	+$664	0.27%	58
2025 Q2	$686K	Sell	4,105 -895	-18%	-$149K	0.34%	50
2025 Q1	$881K	Sell	5,000 -400	-7%	-$69.6K	0.55%	37
2024 Q4	$867K	Buy	5,400 +100	+2%	+$17.3K	0.57%	36
2024 Q3	$990K	Sell	5,300 -350	-6%	-$64.5K	0.67%	34
2024 Q2	$961K	Buy	5,650 +150	+3%	+$24.8K	0.74%	32
2024 Q1	$989K	Sell	5,500 -1,600	-23%	-$289K	0.76%	31
2023 Q4	$1.3M	Sell	7,100 -150	-2%	-$25.6K	1.11%	23
2023 Q3	$1.21M	Hold	7,250	–	–	1.14%	21
2023 Q2	$1.26M	Sell	7,250 -750	-9%	-$125K	1.13%	21
2023 Q1	$1.32M	Hold	8,000	–	–	1.03%	24
2022 Q4	$1.18M	Buy	+8,000	New	+$1.21M	0.95%	25

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

Waypoint Wealth Counsel's EGP Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its EastGroup Properties (EGP) stake by 2.6% in Q2 2026, selling an estimated $18.8K and leaving 3,497 shares worth $708K. The position accounts for 0.44% of the portfolio, ranked #35.

Waypoint Wealth Counsel first reported a position in EGP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2023. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

Waypoint Wealth Counsel held 3,497 shares of EastGroup Properties worth $708K as of Q2 2026.
Waypoint Wealth Counsel sold 94 EastGroup Properties shares in Q2 2026, an estimated $18.8K.
EastGroup Properties made up 0.44% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #35 holding.
Waypoint Wealth Counsel first reported a position in EastGroup Properties in Q4 2022 and has held it in 15 quarters since.
Waypoint Wealth Counsel's EastGroup Properties position peaked at $1.32M in Q1 2023.
549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.