Position in EGP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,250,408
+$5,891,980 QoQ
Shares Held
71,589
+73.3% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0.6690972076715697.ToString("F0")%
Shared 0.ToString("F0")%
None 99.33090279232843.ToString("F0")%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Creative Planning holds $126,915,067 across 16 REIT - Industrial names. EGP ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
463,849 | $61,311,559 | |
| 2 | EGP |
Eastgroup Properties Inc
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|
71,589 | $13,250,408 | |
| 3 | EXR |
Extra Space Storage Inc.
|
77,728 | $10,192,472 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
247,759 | $8,109,152 | |
| 5 | PSA |
Public Storage
|
26,146 | $7,082,428 | |
| 6 | CUBE |
CubeSmart
|
188,388 | $6,904,420 | |
| 7 | STAG |
STAG Industrial, Inc.
|
166,240 | $5,994,614 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
60,194 | $3,482,222 |
All Filings in EGP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||