Position in EGP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,070,136
+$267,791 QoQ
Shares Held
25,034
-3.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 548 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. EGP ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
This page
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in EGP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,070,136 | 25,034 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,802,345 | 25,946 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,037,008 | 22,662 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,855,573 | 22,779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,747,118 | 16,438 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,799,023 | 15,890 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,133,554 | 13,294 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,145,440 | 11,484 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,914,305 | 11,254 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,853,248 | 10,309 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,258,717 | 6,858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,076,782 | 6,466 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,553,372 | 8,948 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,373,313 | 8,307 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,129,845 | 7,631 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,148,080 | 7,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,216,737 | 7,884 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $992,616 | 4,883 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,140,617 | 5,006 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $774,329 | 4,647 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $724,731 | 4,407 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $674,848 | 4,710 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $587,031 | 4,252 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $481,236 | 3,721 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $417,625 | 3,521 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $417,606 | 3,997 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||