EGP β€” EASTGROUP PPTYS INC

Ownership history in Legacy Wealth Management, LLC / MS  Β·  6 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported EASTGROUP PPTYS INC (EGP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows EGP at 0.09% 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 Legacy Wealth Management, LLC / MS'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

How Legacy Wealth Management, LLC / MS held EGP β€” position size vs. price
% of Fund (quarterly)    EGP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,651 +14 +0.9% 0.09% $306K 2026-04-10 $193.92
2025 Q4 ADDED 1,637 +14 +0.9% 0.08% $292K 2026-01-05 $178.65
2025 Q3 ADDED 1,623 +13 +0.8% 0.08% $275K 2025-10-23 $176.42
2025 Q2 ADDED 1,610 +15 +0.9% 0.08% $269K 2025-07-01 $163.60
2025 Q1 ADDED 1,595 +13 +0.8% 0.09% $281K 2025-04-03 $160.15
2024 Q4 INITIATED 1,582 β€” β€” 0.10% $254K 2025-01-06 $152.36

FAQ About Legacy Wealth Management, LLC / MS and EGP

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

How long has Legacy Wealth Management, LLC / MS reported owning EGP?

Legacy Wealth Management, LLC / MS reported EGP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EGP position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for EGP was 0.10% in 2024 Q4.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 1,651 shares, equal to 0.09% of portfolio, with an estimated market value of $306K.

What does the chart on this EGP ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS'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.

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