| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $491.9M | +1.1% | 4.516% | 0.01% |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 2.3M | $467.9M | -0.8% | 4.296% | 0.23% |
| 6 | NORGES BANK | 1.5M | $302.5M | — | 2.777% | 0.03% |
| 7 | Boston Partners | 1.3M | $271.5M | +3.1% | 2.492% | 0.24% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $230.3M | +1.6% | 2.115% | 0.01% |
| 9 | MORGAN STANLEY | 1.1M | $225.8M | -2.5% | 2.073% | 0.01% |
| 10 | Nuveen, LLC | 1.1M | $217.4M | -15.9% | 1.996% | 0.05% |
| 11 | Daiwa Securities Group Inc. | 842K | $170.6M | -4.3% | 1.566% | 0.33% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 842K | $170.5M | +4.0% | 1.565% | 0.02% |
| 13 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 819K | $165.9M | +3.5% | 1.524% | 2.31% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 801K | $162.3M | +0.2% | 1.490% | 0.03% |
| 15 | Invesco Ltd. | 775K | $157.0M | -8.7% | 1.441% | 0.01% |
| 16 | NORTHERN TRUST CORP | 762K | $154.4M | +40.6% | 1.417% | 0.02% |
| 17 | MILLENNIUM MANAGEMENT LLC | 687K | $139.1M | +75.7% | 1.277% | 0.05% |
| 18 | RAYMOND JAMES FINANCIAL INC | 649K | $131.5M | -6.1% | 1.208% | 0.04% |
| 19 | Quantinno Capital Management LP | 600K | $121.5M | +19.7% | 1.116% | 0.15% |
| 20 | DEUTSCHE BANK AG\ | 567K | $114.8M | +25.3% | 1.054% | 0.03% |
| 21 | JPMORGAN CHASE & CO | 523K | $108.7M | -28.0% | 0.972% | 0.01% |
| 22 | BANK OF AMERICA CORP /DE/ | 467K | $94.5M | +8.2% | 0.868% | 0.01% |
| 23 | Bank of New York Mellon Corp | 461K | $93.3M | -1.7% | 0.856% | 0.02% |
| 24 | GOLDMAN SACHS GROUP INC | 437K | $88.5M | +33.5% | 0.813% | 0.01% |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 389K | $78.8M | +0.1% | 0.723% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EGP — a direct measure of their conviction.
| 96.59% |
| +1.13 pp |
| $7.79B |
| +18% |
| Q4 2024 | 442 | 3.9% | 95.46% | +2.76 pp | $6.58B | 12% |
| Q3 2024 | 460 | — | 92.70% | — | $7.45B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
EGP institutional ownership rose by 4.93 percentage points quarter-over-quarter, with a net change of +37 holders.
The top 10 institutions account for 54.0% of all reported 13F value in EGP, and the top 25 account for 74.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
EastGroup Properties, Inc. (EGP) Institutional Ownership