Zimmer Partners’s EastGroup Properties EGP Stock Holding History

Zimmer Partners’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 Q3	–	Sell	-668	Closed	-$112K	–	155
2025 Q2	$112K	Sell	668 -11,832	-95%	-$1.97M	﹤0.01%	155
2025 Q1	$2.2M	Hold	12,500	–	–	0.04%	147
2024 Q4	$2.01M	Hold	12,500	–	–	0.03%	132
2024 Q3	$2.34M	Sell	12,500 -187,500	-94%	-$34.6M	0.04%	125
2024 Q2	$34M	Sell	200,000 -558	-0.3%	-$92.2K	0.63%	36
2024 Q1	$36.1M	Buy	200,558 +165,100	+466%	+$29.8M	0.77%	31
2023 Q4	$6.51M	Buy	+35,458	New	+$6.05M	0.24%	59
2023 Q3	–	Sell	-236,105	Closed	-$41M	–	133
2023 Q2	$41M	Sell	236,105 -376,395	-61%	-$62.8M	0.97%	34
2023 Q1	$101M	Sell	612,500 -200,000	-25%	-$32.5M	2.08%	14
2022 Q4	$120M	Sell	812,500 -87,500	-10%	-$13.2M	2.42%	13
2022 Q3	$130M	Buy	900,000 +50,000	+6%	+$8.16M	2.82%	13
2022 Q2	$131M	Buy	850,000 +350,000	+70%	+$61.4M	2.73%	13
2022 Q1	$102M	Buy	+500,000	New	+$98.9M	1.46%	26
2021 Q4	–	Sell	-537,540	Closed	-$89.6M	–	132
2021 Q3	$89.6M	Buy	537,540 +75,040	+16%	+$13M	1.41%	25
2021 Q2	$76.1M	Buy	+462,500	New	+$73.2M	1.02%	33

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Zimmer Partners's EGP Position: Q3 2025 in Review

Zimmer Partners sold out of EastGroup Properties (EGP) in Q3 2025, closing a stake of 668 shares — an estimated $112K sold.

Zimmer Partners first reported a position in EGP in Q2 2021 and held it in 15 quarters. The position peaked at $131M in Q2 2022. 467 funds tracked by Wall St. Rank hold EGP as of Q3 2025.

Zimmer Partners reported no remaining EastGroup Properties position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 668 EastGroup Properties shares in Q3 2025, an estimated $112K.
Zimmer Partners first reported a position in EastGroup Properties in Q2 2021 and held it in 15 quarters.
Zimmer Partners's EastGroup Properties position peaked at $131M in Q2 2022.
467 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.