HEARTLAND ADVISORS INC EGP — EASTGROUP PPTYS INC

Ownership history in HEARTLAND ADVISORS INC  ·  5 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported EASTGROUP PPTYS INC (EGP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.41% in 2025 Q4. The latest visible filing shows EGP at 0.40% 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 HEARTLAND ADVISORS INC's position in EASTGROUP PPTYS 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 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 HEARTLAND ADVISORS INC fund profile HEARTLAND ADVISORS INC full holdings
How HEARTLAND ADVISORS INC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 42,887 +182 +0.4% 0.40% $7.9M 2026-05-06 $203.00
2025 Q4 ADDED — — — 42,705 +5,160 +13.7% 0.41% $7.6M 2026-02-11 $188.31
2025 Q3 ADDED — — — 37,545 +10,800 +40.4% 0.34% $6.4M 2025-11-07 $174.69
2025 Q2 ADDED — — — 26,745 +10,690 +66.6% 0.25% $4.5M 2025-08-12 $157.52
2025 Q1 INITIATED — — — 16,055 — — 0.16% $2.8M 2025-05-07 $159.51

🏢 Other funds also holding EGP

As of 2026 Q1 — sorted by position size

Montanaro Asset Management Ltd 3Y 4.19% Bayhunt Capital LLC 2.96% Uniplan Investment Counsel, Inc. 3Y 7Y 2.91% Hazelview Securities Inc. 3Y 7Y 2.72% SANDLER CAPITAL MANAGEMENT 3Y 7Y 2.47% Sophron Capital Management L.P. 2.3% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.17% Gillson Capital LP 3Y 7Y 1.74% Sound Financial Strategies Group, LLC 3Y 1.59% COHEN & STEERS, INC. 3Y 7Y 1.18%

FAQ About HEARTLAND ADVISORS INC and EGP

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

How long has HEARTLAND ADVISORS INC reported owning EGP?

HEARTLAND ADVISORS INC reported EGP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EGP position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for EGP was 0.41% in 2025 Q4.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2026 Q1, when HEARTLAND ADVISORS INC reported 42,887 shares, equal to 0.40% of portfolio, with an estimated market value of $7.9M.

What does the chart on this EGP ownership page compare?

The chart compares HEARTLAND ADVISORS INC'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 HEARTLAND ADVISORS INC time their EGP position?

Based on 13F filing dates vs. subsequent EGP price moves, HEARTLAND ADVISORS INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on EGP relative to SPY over the holding period was -3.8%.

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