Forvis Mazars Wealth Advisors, LLC
Position in EGP — Eastgroup Properties Inc
CIK 1352864
Springfield, MO
Position in EGP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$677,867
+$58,371 QoQ
Shares Held
3,347
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#294
of 544 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $984,842 across 2 REIT - Industrial names. EGP ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGP |
Eastgroup Properties Inc
This page
|
3,347 | $677,867 | |
| 2 | PLD |
Prologis, Inc.
|
2,266 | $306,975 |
All Filings in EGP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,867 | 3,347 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $619,496 | 3,347 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $596,234 | 3,347 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $574,468 | 3,394 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $568,040 | 3,399 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $600,319 | 3,408 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $538,604 | 3,356 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $626,967 | 3,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $572,046 | 3,363 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $604,566 | 3,363 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $619,631 | 3,376 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $560,040 | 3,363 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $583,816 | 3,363 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $555,971 | 3,363 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $497,925 | 3,363 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $486,714 | 3,372 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $519,629 | 3,367 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $683,630 | 3,363 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $766,259 | 3,363 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $560,376 | 3,363 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $553,045 | 3,363 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $482,710 | 3,369 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $481,829 | 3,490 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $445,800 | 3,447 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $364,962 | 3,077 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $322,529 | 3,087 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||