BAR HARBOR WEALTH MANAGEMENT EGP — EastGroup Properties Inc

Ownership history in BAR HARBOR WEALTH MANAGEMENT  ·  7 quarters on record

AI Ownership Summary

BAR HARBOR WEALTH MANAGEMENT reported EastGroup Properties Inc (EGP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows EGP at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAR HARBOR WEALTH MANAGEMENT's position in EastGroup Properties Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EGP was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EGP stock page BAR HARBOR WEALTH MANAGEMENT fund profile BAR HARBOR WEALTH MANAGEMENT full holdings
How BAR HARBOR WEALTH MANAGEMENT held EGP — position size vs. price
% of Fund (quarterly)    EGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 37,713 +654 +1.8% 0.41% $7.0M 2026-04-17 $200.86
2025 Q4 ADDED — — — 37,059 +13,391 +56.6% 0.38% $6.6M 2026-01-22 $178.43
2025 Q3 ADDED — — — 23,668 +663 +2.9% 0.24% $4.0M 2025-11-14 (Est.) $173.67
2025 Q2 REDUCED — — — 23,005 -339 -1.5% 0.25% $3.8M 2025-07-23 $165.17
2025 Q1 ADDED — — — 23,344 +66 +0.3% 0.27% $4.1M 2025-04-16 $152.68
2024 Q4 ADDED — — — 23,278 +148 +0.6% 0.24% $3.7M 2025-01-13 $151.81
2024 Q3 INITIATED — — — 23,130 — — 0.28% $4.3M 2024-10-16 $176.00

🏢 Other funds also holding EGP

As of 2026 Q1 — sorted by position size

Ausbil Investment Management Ltd 3Y 0.75% Hardin Capital Partners, LLC 0.67% Castellan Group 3Y 0.61% waypoint wealth counsel 0.34% New Perspectives, Inc 3Y 0.22% BankPlus Wealth Management LLC 0.16% L. Roy Papp & Associates, LLP 3Y 7Y 0.14% Inscription Capital, LLC 3Y 0.13% Legacy Wealth Asset Management, LLC 3Y 0.13% STRS OHIO 3Y 7Y 0.1%

FAQ About BAR HARBOR WEALTH MANAGEMENT and EGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAR HARBOR WEALTH MANAGEMENT reported owning EGP?

BAR HARBOR WEALTH MANAGEMENT reported EGP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EGP position in BAR HARBOR WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for EGP was 0.41% in 2026 Q1.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2026 Q1, when BAR HARBOR WEALTH MANAGEMENT reported 37,713 shares, equal to 0.41% of portfolio, with an estimated market value of $7.0M.

What does the chart on this EGP ownership page compare?

The chart compares BAR HARBOR WEALTH MANAGEMENT's quarterly EGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAR HARBOR WEALTH MANAGEMENT time their EGP position?

Based on 13F filing dates vs. subsequent EGP price moves, BAR HARBOR WEALTH MANAGEMENT correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on EGP relative to SPY over the holding period was -5.9%.

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