EGP EASTGROUP PPTYS INC

Ownership history in New Perspectives, Inc  ·  11 quarters on record

AI Ownership Summary

New Perspectives, Inc reported EASTGROUP PPTYS INC (EGP) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q1. The latest visible filing shows EGP at 0.21% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Perspectives, 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
2025 Q4

EGP was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 New Perspectives, Inc held EGP — position size vs. price
% of Fund (quarterly)    EGP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 3,434 0% 0.21% $612K 2026-02-14 (Est.) $190.92
2025 Q3 UNCHANGED 3,434 0% 0.26% $581K 2025-10-22 $179.13
2025 Q2 UNCHANGED 3,434 0% 0.28% $574K 2025-07-17 $159.49
2025 Q1 UNCHANGED 3,434 0% 0.32% $605K 2025-04-25 $158.76
2024 Q4 ADDED 3,434 +1 +0.0% 0.30% $551K 2025-01-22 $162.13
2024 Q3 UNCHANGED 3,433 0% 0.34% $641K 2024-10-18 $175.16
2024 Q2 UNCHANGED 3,433 0% 0.31% $584K 2024-07-17 $176.47
2024 Q1 REDUCED 3,433 -668 -16.3% 0.34% $617K 2024-04-22 $154.15
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About New Perspectives, 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 New Perspectives, Inc reported owning EGP?

New Perspectives, Inc reported EGP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EGP position in New Perspectives, Inc's portfolio?

The largest reported portfolio weight for EGP was 0.34% in 2024 Q1.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2025 Q4, when New Perspectives, Inc reported 3,434 shares, equal to 0.21% of portfolio, with an estimated market value of $612K.

What does the chart on this EGP ownership page compare?

The chart compares New Perspectives, 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.

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