Position in EGP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,485,897
+$2,505,598 QoQ
Shares Held
46,837
+24.2% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#115
of 544 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $12,526,792 across 2 REIT - Industrial names. EGP ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGP |
Eastgroup Properties Inc
This page
|
46,837 | $9,485,897 | |
| 2 | PLD |
Prologis, Inc.
|
22,447 | $3,040,895 |
All Filings in EGP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,485,897 | 46,837 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $6,980,299 | 37,713 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $6,601,690 | 37,059 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $4,006,045 | 23,668 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,844,595 | 23,005 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $4,112,045 | 23,344 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $3,735,886 | 23,278 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $4,321,146 | 23,130 | Shares | Defined | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||