Position in EGP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,450,596
+$1,569,856 QoQ
Shares Held
21,975
+41.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 548 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 51%
Shared 2%
None 47%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $73,618,837 across 8 REIT - Industrial names. EGP ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
227,570 | $33,065,921 | |
| 2 | PLD |
Prologis, Inc.
|
125,141 | $16,952,851 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
133,316 | $8,173,603 | |
| 4 | PSA |
Public Storage
|
17,631 | $5,612,123 | |
| 5 | EGP |
Eastgroup Properties Inc
This page
|
21,975 | $4,450,596 | |
| 6 | CUBE |
CubeSmart
|
95,943 | $3,815,653 | |
| 7 | LINE |
Lineage, Inc.
|
35,794 | $1,548,090 | |
| 8 | 17,862 | $0 |
All Filings in EGP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,450,596 | 21,975 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,880,740 | 15,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,285,079 | 18,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,248,969 | 7,379 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,052,020 | 6,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,075,043 | 6,103 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $958,606 | 5,973 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $820,700 | 4,393 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||