Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in EGP — Eastgroup Properties Inc
CIK 1510434
Seattle, WA
Position in EGP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,122,218
+$395,925 QoQ
Shares Held
5,541
+41.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#251
of 548 holders
Holding Since
Dec 2025
3 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $5,410,227 across 7 REIT - Industrial names. EGP ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
12,351 | $1,673,189 | |
| 2 | EGP |
Eastgroup Properties Inc
This page
|
5,541 | $1,122,218 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
14,112 | $865,205 | |
| 4 | PSA |
Public Storage
|
2,163 | $688,504 | |
| 5 | EXR |
Extra Space Storage Inc.
|
2,760 | $401,027 | |
| 6 | CUBE |
CubeSmart
|
9,846 | $391,575 | |
| 7 | 6,038 | $268,509 |
All Filings in EGP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,218 | 5,541 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $726,293 | 3,924 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $407,940 | 2,290 | Shares | Other | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||