Oak Thistle LLC EGP — EASTGROUP PPTYS INC

Ownership history in Oak Thistle LLC  ·  6 quarters on record

AI Ownership Summary

Oak Thistle LLC reported EASTGROUP PPTYS INC (EGP) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.32% in 2026 Q2. The latest visible filing shows EGP at 0.32% 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 Oak Thistle LLC'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 Q2

EGP was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q2

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 Q2

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 Oak Thistle LLC fund profile Oak Thistle LLC full holdings
How Oak Thistle LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,306 +11,588 +245.6% 0.32% $3.3M 2026-07-21 $221.34
2025 Q3 ADDED — — — 4,718 +575 +13.9% 0.12% $799K 2025-10-07 $167.84
2025 Q2 ADDED — — — 4,143 +398 +10.6% 0.10% $692K 2025-08-08 $155.75
2024 Q3 REDUCED 62.0% -13.8% ✅ 3,745 -6,116 -62.0% 0.23% $700K 2024-11-12 $164.34
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EGP

As of 2026 Q2 — sorted by position size

Ausbil Investment Management Ltd 3Y 1.11% Hardin Capital Partners, LLC 0.73% BAR HARBOR WEALTH MANAGEMENT 3Y 7Y 0.51% BankPlus Wealth Management LLC 0.15% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.14% Legacy Wealth Asset Management, LLC 3Y 0.12% Legacy Wealth Management, LLC / MS 0.09% Handelsbanken Fonder AB 3Y 7Y 0.07% State of Alaska, Department of Revenue 3Y 7Y 0.06% Interchange Capital Partners, LLC 3Y 0.06%

FAQ About Oak Thistle LLC and EGP

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

How long has Oak Thistle LLC reported owning EGP?

Oak Thistle LLC reported EGP across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported EGP position in Oak Thistle LLC's portfolio?

The largest reported portfolio weight for EGP was 0.32% in 2026 Q2.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2026 Q2, when Oak Thistle LLC reported 16,306 shares, equal to 0.32% of portfolio, with an estimated market value of $3.3M.

What does the chart on this EGP ownership page compare?

The chart compares Oak Thistle LLC'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 Oak Thistle LLC time their EGP position?

Based on 13F filing dates vs. subsequent EGP price moves, Oak Thistle LLC correctly timed 4 out of 5 reported position changes (80%).

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