UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in EGP — Eastgroup Properties Inc
CIK 1463217
IRVING, TX
Position in EGP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$891,334
+$35,108 QoQ
Shares Held
4,401
-4.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. EGP ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
This page
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
|
12,499 | $196,484 |
All Filings in EGP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,334 | 4,401 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $856,226 | 4,626 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $622,421 | 3,494 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $395,052 | 2,334 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $376,521 | 2,253 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $443,369 | 2,517 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $380,521 | 2,371 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $297,043 | 1,590 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $249,026 | 1,464 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $556,388 | 3,095 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $430,217 | 2,344 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $920,744 | 5,529 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,318,839 | 7,597 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,258,415 | 7,612 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $837,575 | 5,657 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $786,075 | 5,446 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $817,486 | 5,297 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,087,751 | 5,351 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,433,404 | 6,291 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,778,775 | 10,675 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,746,130 | 10,618 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,482,231 | 10,345 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,365,689 | 9,892 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,413,447 | 10,929 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,255,368 | 10,584 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $630,432 | 6,034 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||