Position in EGP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,692,084
+$7,441,676 QoQ
Shares Held
102,168
+42.7% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#71
of 548 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. EGP ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
This page
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in EGP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,692,084 | 102,168 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,250,408 | 71,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,358,428 | 41,307 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,356,775 | 13,924 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $669,649 | 4,007 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $986,440 | 5,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $588,676 | 3,668 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $477,324 | 2,555 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $414,703 | 2,438 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $443,672 | 2,468 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $424,711 | 2,314 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298,754 | 1,794 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $326,541 | 1,881 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $312,454 | 1,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $257,476 | 1,739 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $288,102 | 1,996 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $227,470 | 1,119 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $244,255 | 1,072 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||