Filing Research | EGP - EASTGROUP PPTYS INC Institutional Holdings

Snapshot holdings

50 / 111 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	52.7KSH	$10.7M
2	BAR HARBOR WEALTH MANAGEMENT	Shares	46.8KSH	$9.5M
3	Police & Firemen's Retirement System of New Jersey	Shares	24.3KSH	$4.9M
4	Castellan Group	Shares	23.8KSH	$4.8M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.5KSH	$3.3M
6	Oak Thistle LLC	Shares	16.3KSH	$3.3M
7	Louisiana State Employees Retirement System	Shares	15.7KSH	$3.2M
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.5KSH	$2.5M
9	Ausbil Investment Management Ltd	Shares	11.9KSH	$2.4M
10	IFM Investors Pty Ltd	Shares	8.8KSH	$1.8M
11	Duncan Williams Asset Management, LLC	Shares	8.3KSH	$1.7M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.5KSH	$1.6M
13	Hardin Capital Partners, LLC	Shares	7.8KSH	$1.6M
14	Horst & Graben Wealth Management LLC	Shares	7.5KSH	$1.5M
15	EXCHANGE TRADED CONCEPTS, LLC	Shares	7.0KSH	$1.4M
16	Sequoia Financial Advisors, LLC	Shares	6.5KSH	$1.3M
17	L. Roy Papp & Associates, LLP	Shares	6.4KSH	$1.3M
18	Crossmark Global Holdings, Inc.	Shares	6.1KSH	$1.2M
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.5KSH	$1.1M
20	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	5.0KSH	$1.0M
21	Envestnet Portfolio Solutions, Inc.	Shares	4.7KSH	$954.1K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	3.9KSH	$876.6K
23	FIRST CITIZENS BANK & TRUST CO	Shares	4.3KSH	$870.9K
24	J.W. COLE ADVISORS, INC.	Shares	4.0KSH	$819.5K
25	Hennion & Walsh Asset Management, Inc.	Shares	3.8KSH	$766.2K
26	Tributary Capital Management, LLC	Shares	3.6KSH	$737.8K
27	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	3.6KSH	$729.1K
28	JOHNSON INVESTMENT COUNSEL INC	Shares	3.5KSH	$704.0K
29	New Perspectives, Inc	Shares	3.4KSH	$695.6K
30	MISSION WEALTH MANAGEMENT, LP	Shares	3.2KSH	$655.6K
31	Apollon Financial, LLC	Shares	3.2KSH	$649.3K
32	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.9KSH	$594.2K
33	Legacy Wealth Asset Management, LLC	Shares	2.7KSH	$547.0K
34	Versant Capital Management, Inc	Shares	2.6KSH	$523.1K
35	Cyndeo Wealth Partners, LLC	Shares	2.4KSH	$476.3K
36	Abel Hall, LLC	Shares	2.2KSH	$453.9K
37	Diversified Trust Co	Shares	2.1KSH	$425.1K
38	Mirae Asset Global Investments Co., Ltd.	Shares	2.1KSH	$416.4K
39	Ballentine Partners, LLC	Shares	2.1KSH	$416.2K
40	Optas, LLC	Shares	2.0KSH	$410.1K
41	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$391.0K
42	Enclave Advisors LLC	Shares	1.8KSH	$368.2K
43	First National Advisers, LLC	Shares	1.7KSH	$353.8K
44	Perpetual Ltd	Shares	1.7KSH	$344.1K
45	BankPlus Wealth Management LLC	Shares	1.7KSH	$341.3K
46	Legacy Wealth Management, LLC / MS	Shares	1.7KSH	$337.1K
47	Interchange Capital Partners, LLC	Shares	1.6KSH	$330.9K
48	Fifth Third Wealth Advisors LLC	Shares	1.5KSH	$313.7K
49	D.A. DAVIDSON & CO.	Shares	1.5KSH	$311.1K
50	FULTON BANK, N.A.	Shares	1.5KSH	$310.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 115 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+15.3K	+$3.7M	$10.7M
2	Oak Thistle LLC new	Shares	+16.3K	+$3.3M	$3.3M
3	BAR HARBOR WEALTH MANAGEMENT added	Shares	+9.1K	+$2.5M	$9.5M
4	Ausbil Investment Management Ltd added	Shares	+3.8K	+$931.5K	$2.4M
5	J.W. COLE ADVISORS, INC. new	Shares	+4.0K	+$819.5K	$819.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	+$701.2K	$1.6M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$672.5K	$4.9M
8	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+1.9K	+$405.2K	$729.1K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.6K	+$395.9K	$1.1M
10	Castellan Group trimmed	Shares	-106	+$395.7K	$4.8M
11	Interchange Capital Partners, LLC new	Shares	+1.6K	+$330.9K	$330.9K
12	Louisiana State Employees Retirement System added	Shares	+300	+$329.3K	$3.2M
13	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+419	+$296.3K	$2.5M
14	Composition Wealth, LLC new	Shares	+1.2K	+$245.3K	$245.3K
15	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+925	+$222.8K	$594.2K
16	Somerset Trust Co new	Shares	+1.1K	+$214.5K	$214.5K
17	Embree Financial Group new	Shares	+1.1K	+$212.9K	$212.9K
18	Wedmont Private Capital new	Shares	+1.0K	+$210.0K	$210.0K
19	Commonwealth Financial Services, LLC new	Shares	+1.0K	+$204.8K	$204.8K
20	NorthCrest Asset Manangement, LLC new	Shares	+956	+$201.2K	$201.2K
21	Crossmark Global Holdings, Inc. added	Shares	+457	+$191.1K	$1.2M
22	IFM Investors Pty Ltd added	Shares	+100	+$172.1K	$1.8M
23	Farther Finance Advisors, LLC added	Shares	+723	+$156.3K	$276.0K
24	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+166	+$152.2K	$1.4M
25	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$146.4K	$876.6K
26	Duncan Williams Asset Management, LLC unchanged	Shares	0	+$144.8K	$1.7M
27	Hardin Capital Partners, LLC unchanged	Shares	0	+$142.5K	$1.6M
28	Ballentine Partners, LLC added	Shares	+500	+$128.4K	$416.2K
29	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-873	+$126.8K	$3.3M
30	SIGNATUREFD, LLC added	Shares	+522	+$115.8K	$222.8K
31	L. Roy Papp & Associates, LLP unchanged	Shares	0	+$111.2K	$1.3M
32	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$87.5K	$1.0M
33	MISSION WEALTH MANAGEMENT, LP added	Shares	+105	+$75.9K	$655.6K
34	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-34	+$75.9K	$954.1K
35	Cyndeo Wealth Partners, LLC added	Shares	+155	+$69.6K	$476.3K
36	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-47	+$66.3K	$870.9K
37	Versant Capital Management, Inc added	Shares	+97	+$63.0K	$523.1K
38	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$60.6K	$704.0K
39	New Perspectives, Inc added	Shares	+1	+$59.9K	$695.6K
40	GAMMA Investing LLC added	Shares	+206	+$58.1K	$231.7K
41	Diversified Trust Co added	Shares	+105	+$56.0K	$425.1K
42	Apollon Financial, LLC unchanged	Shares	0	+$55.9K	$649.3K
43	Optas, LLC added	Shares	+109	+$55.5K	$410.1K
44	Perpetual Ltd added	Shares	+139	+$55.4K	$344.1K
45	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-58	+$55.2K	$766.2K
46	FULTON BANK, N.A. added	Shares	+147	+$53.9K	$310.5K
47	Merit Financial Group, LLC added	Shares	+142	+$49.9K	$275.4K
48	ELEVATION WEALTH PARTNERS, LLC added	Shares	+223	+$49.3K	$92.8K
49	Horst & Graben Wealth Management LLC unchanged	Shares	0	+$39.9K	$1.5M
50	Abel Hall, LLC trimmed	Shares	-4	+$38.3K	$453.9K

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