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WMG Financial Advisors’s EastGroup Properties EGP Stock Holding History

WMG Financial 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
2025
Q1 		– Sell
-1,874
Closed -$301K – 173
2024
Q4 		$301K Buy
1,874
+4
+0.2% +$691 0.13% 114
2024
Q3 		$349K Buy
1,870
+20
+1% +$3.69K 0.16% 93
2024
Q2 		$315K Buy
1,850
+382
+26% +$63.1K 0.17% 88
2024
Q1 		$264K Buy
+1,468
New +$265K 0.15% 105

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

WMG Financial Advisors's EGP Position: Q1 2025 in Review

WMG Financial Advisors sold out of EastGroup Properties (EGP) in Q1 2025, closing a stake of 1,874 shares — an estimated $301K sold.

WMG Financial Advisors first reported a position in EGP in Q1 2024 and held it in 4 quarters. The position peaked at $349K in Q3 2024. 456 funds tracked by Wall St. Rank hold EGP as of Q1 2025.

  • WMG Financial Advisors reported no remaining EastGroup Properties position as of Q1 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,874 EastGroup Properties shares in Q1 2025, an estimated $301K.
  • WMG Financial Advisors first reported a position in EastGroup Properties in Q1 2024 and held it in 4 quarters.
  • WMG Financial Advisors's EastGroup Properties position peaked at $349K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2025.

Based on WMG Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.