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Wellington-Altus USA’s EastGroup Properties EGP Stock Holding History

Wellington-Altus USA’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 		$25.2K Hold
136
– – 0.02% 456
2026
Q1 		$27.5K Sell
136
-14
-9% -$2.62K 0.02% 456
2025
Q4 		$26.7K Buy
+150
New +$26.7K 0.02% 428

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 $3.37T AUM 44.26% 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

Wellington-Altus USA's EGP Position: Q2 2026 in Review

Wellington-Altus USA held its EastGroup Properties (EGP) position steady in Q2 2026 at 136 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #456.

Wellington-Altus USA first reported a position in EGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.5K in Q1 2026. 550 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Wellington-Altus USA held 136 shares of EastGroup Properties worth $25.2K as of Q2 2026.
  • Wellington-Altus USA left its EastGroup Properties share count unchanged in Q2 2026.
  • EastGroup Properties made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #456 holding.
  • Wellington-Altus USA first reported a position in EastGroup Properties in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's EastGroup Properties position peaked at $27.5K in Q1 2026.
  • 550 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.