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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s EastGroup Properties EGP Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$7.29K Buy
36
+5
+16% +$1K ﹤0.01% 1661
2026
Q1 		$5.74K Hold
31
– – ﹤0.01% 1791
2025
Q4 		$5.52K Hold
31
– – ﹤0.01% 1860
2025
Q3 		$5.25K Hold
31
– – ﹤0.01% 1816
2025
Q2 		$5.18K Hold
31
– – ﹤0.01% 1765
2025
Q1 		$5.46K Hold
31
– – ﹤0.01% 1731
2024
Q4 		$4.98K Hold
31
– – ﹤0.01% 1701
2024
Q3 		$5.79K Buy
+31
New +$5.71K ﹤0.01% 1698

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 $195B AUM 21.17% 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 $1.92T AUM 36.1% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EGP Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its EastGroup Properties (EGP) stake by 16% in Q2 2026, buying an estimated $1K and bringing the position to 36 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EGP in Q3 2024 and has held it in 8 quarters since. 553 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 36 shares of EastGroup Properties worth $7.29K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 5 EastGroup Properties shares in Q2 2026, an estimated $1K.
  • EastGroup Properties made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1661 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EastGroup Properties in Q3 2024 and has held it in 8 quarters since.
  • 553 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.