Position in EGP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,248,597
+$334,253 QoQ
Shares Held
6,165
+24.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 544 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $64,880,533 across 5 REIT - Industrial names. EGP ranks #2 (1.9% of the industry book) .
All Filings in EGP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,597 | 6,165 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $914,344 | 4,940 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $831,557 | 4,668 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $324,212 | 1,940 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $269,157 | 1,528 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $209,051 | 1,119 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||