Trivant Custom Portfolio Group, LLC EGP β€” EASTGROUP PPTYS INC REIT

Ownership history in Trivant Custom Portfolio Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Trivant Custom Portfolio Group, LLC reported EASTGROUP PPTYS INC REIT (EGP) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.52% in 2026 Q2. The latest visible filing shows EGP at 0.52% 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 Trivant Custom Portfolio Group, LLC's position in EASTGROUP PPTYS INC REIT, 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 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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
2025 Q4 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.

How Trivant Custom Portfolio Group, 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 4,860 -65 -1.3% 0.52% $984K 2026-07-27 $210.84
2026 Q1 REDUCED β€” β€” β€” 4,925 -8 -0.2% 0.50% $912K 2026-05-14 $200.78
2025 Q4 INITIATED β€” β€” β€” 4,933 β€” β€” 0.51% $879K 2026-01-21 $181.57

FAQ About Trivant Custom Portfolio Group, 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 Trivant Custom Portfolio Group, LLC reported owning EGP?

Trivant Custom Portfolio Group, LLC reported EGP across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported EGP position in Trivant Custom Portfolio Group, LLC's portfolio?

The largest reported portfolio weight for EGP was 0.52% in 2026 Q2.

What is the latest reported EGP position on this page?

The most recent filing on this page is 2026 Q2, when Trivant Custom Portfolio Group, LLC reported 4,860 shares, equal to 0.52% of portfolio, with an estimated market value of $984K.

What does the chart on this EGP ownership page compare?

The chart compares Trivant Custom Portfolio Group, 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.

← Back to Trivant Custom Portfolio Group, LLC Holdings