EastGroup Properties, Inc.
US ˙ NYSE ˙ US2772761019

SecurityEGP / EastGroup Properties, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership4,114 shares
Latest Disclosed Value $ 761,430
AE Wealth Management LLC reports 97.93% decrease in ownership of EGP / EastGroup Properties, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,114 shares of EastGroup Properties, Inc. (US:EGP) valued at $761,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 198,900 shares of EastGroup Properties, Inc.. This represents a change in shares of -97.93% during the quarter. The current value of the position is $816,300 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F EASTGROUP PPTYS COM 277276101 4,114 -194,786 -97.93 761 -97.85 0.0001
2026-01-26 2025-12-31 13F EASTGROUP PPTYS COM 277276101 198,900 46,653 30.64 35,432 37.50 0.2034
2025-11-03 2025-09-30 13F EASTGROUP PPTYS COM 277276101 152,247 24,873 19.53 25,769 21.06 0.1643
2025-08-06 2025-06-30 13F EASTGROUP PPTYS COM 277276101 127,374 -2,250 -1.74 21,287 -6.78 0.1556
2025-05-06 2025-03-31 13F EASTGROUP PPTYS COM 277276101 129,624 17,147 15.24 22,834 26.49 0.1920
2025-02-13 2024-12-31 13F EASTGROUP PPTYS COM 277276101 112,477 23,892 26.97 18,051 9.08 0.1531
2024-11-14 2024-09-30 13F EASTGROUP PPTYS COM 277276101 88,585 15,734 21.60 16,550 33.55 0.1501
2024-08-12 2024-06-30 13F EASTGROUP PPTYS COM 277276101 72,851 24,802 51.62 12,392 43.48 0.1240
2024-05-15 2024-03-31 13F EASTGROUP PPTYS COM 277276101 48,049 7,260 17.80 8,638 18.32 0.0976
2024-02-14 2023-12-31 13F EASTGROUP PPTYS COM 277276101 40,789 19,432 90.99 7,300 105.29 0.0373
2023-10-11 2023-09-30 13F EASTGROUP PPTYS COM 277276101 21,357 7,951 59.31 3,557 52.81 0.0213
2023-07-10 2023-06-30 13F EASTGROUP PPTYS COM 277276101 13,406 3,455 34.72 2,327 41.46 0.0140
2023-04-14 2023-03-31 13F EASTGROUP PPTYS COM 277276101 9,951 488 5.16 1,645 17.42 0.0106
2023-01-31 2022-12-31 13F EASTGROUP PPTYS COM 277276101 9,463 982 11.58 1,401 14.46 0.0101
2022-10-25 2022-09-30 13F EASTGROUP PPTYS COM 277276101 8,481 8,481 1,224 0.0097
2021-02-01 2020-12-31 13F EASTGROUP PPTY COM 277276101 0 -2,537 -100.00 0 -100.00
2020-11-06 2020-09-30 13F EASTGROUP PPTY COM 277276101 2,537 680 36.62 328 49.09 0.0047
2020-08-05 2020-06-30 13F EASTGROUP PPTY COM 277276101 1,857 -941 -33.63 220 -24.66 0.0034
2020-05-07 2020-03-31 13F EASTGROUP PPTY COM 277276101 2,798 7 0.25 292 -21.08 0.0067
2020-01-15 2019-12-31 13F EASTGROUP PPTY COM 277276101 2,791 -186 -6.25 370 -0.54 0.0080
2019-11-05 2019-09-30 13F EASTGROUP PPTY COM 277276101 2,977 0 0.00 372 7.83 0.0107
2019-07-22 2019-06-30 13F EASTGROUP PPTY COM 277276101 2,977 408 15.88 345 20.21 0.0104
2019-05-14 2019-03-31 13F EASTGROUP PPTY COM 277276101 2,569 52 2.07 287 24.24 0.0199
2019-02-14 2018-12-31 13F EASTGROUP PPTY COM 277276101 2,517 0 0.00 231 -4.15 0.0395
2018-11-13 2018-09-30 13F EASTGROUP PPTY COM 277276101 2,517 7 0.28 241 0.42 0.0133
2018-08-14 2018-06-30 13F EASTGROUP PPTY COM 277276101 2,510 -225 -8.23 240 6.19 0.0163
2018-05-14 2018-03-31 13F EASTGROUP PPTY COM 277276101 2,735 -2 -0.07 226 -6.61 0.0174
2018-02-06 2017-12-31 13F EASTGROUP PPTY COM 277276101 2,737 19 0.70 242 1.26 0.0214
2017-11-08 2017-09-30 13F EASTGROUP PPTY COM 277276101 2,718 2,718 239 0.0222
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.