EGP β€” EASTGROUP PPTYS INC

Ownership history in OneAscent Wealth Management LLC  Β·  9 quarters on record

AI Ownership Summary

OneAscent Wealth Management LLC reported EASTGROUP PPTYS INC (EGP) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows EGP at 0.08% 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 OneAscent Wealth Management 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 Q1

EGP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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

Time in book
Holding Window
2023 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 OneAscent Wealth Management LLC held EGP β€” position size vs. price
% of Fund (quarterly)    EGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,361 -404 -22.9% 0.08% $252K 2026-04-21 $201.79
2025 Q4 REDUCED 1,765 -145 -7.6% 0.10% $314K 2026-02-11 $188.31
2025 Q3 ADDED 1,910 +30 +1.6% 0.11% $323K 2025-10-31 $171.58
2025 Q2 ADDED 1,880 +133 +7.6% 0.12% $314K 2025-08-06 $157.75
2025 Q1 ADDED 1,747 +104 +6.3% 0.13% $308K 2025-05-05 $161.14
2024 Q4 REDUCED 1,643 -477 -22.5% 0.11% $264K 2025-02-12 $171.40
2024 Q3 ADDED 2,120 +745 +54.2% 0.15% $399K 2024-11-07 $164.98
2024 Q1 ADDED 1,375 +49 +3.7% 0.09% $247K 2024-04-16 $155.66
2023 Q4 INITIATED 1,326 β€” β€” 0.10% $243K 2024-01-11 $167.09

FAQ About OneAscent Wealth Management 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 OneAscent Wealth Management LLC reported owning EGP?

OneAscent Wealth Management LLC reported EGP across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EGP position in OneAscent Wealth Management LLC's portfolio?

The largest reported portfolio weight for EGP was 0.15% in 2024 Q3.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2026 Q1, when OneAscent Wealth Management LLC reported 1,361 shares, equal to 0.08% of portfolio, with an estimated market value of $252K.

What does the chart on this EGP ownership page compare?

The chart compares OneAscent Wealth Management 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.

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