Position in EGP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,399,887
+$178,849 QoQ
Shares Held
6,912
+4.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#231
of 535 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $38,231,175 across 17 REIT - Industrial names. EGP ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
230,599 | $31,239,246 | |
| 2 | PSA |
Public Storage
|
9,406 | $2,994,023 | |
| 3 | EGP |
Eastgroup Properties Inc
This page
|
6,912 | $1,399,887 | |
| 4 | TRNO |
Terreno Realty Corp
|
10,176 | $659,099 | |
| 5 | CUBE |
CubeSmart
|
13,019 | $517,765 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,710 | $393,763 | |
| 7 | LINE |
Lineage, Inc.
|
7,290 | $315,292 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
3,867 | $239,676 |
All Filings in EGP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,399,887 | 6,912 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,221,038 | 6,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,256,421 | 7,053 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,233,905 | 7,290 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,227,162 | 7,343 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,875 | 22 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,728 | 17 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,989 | 16 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,721 | 16 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,314 | 24 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,138 | 28 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,493 | 51 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,200 | 53 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,761 | 53 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,589 | 31 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,031 | 21 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $462 | 3 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||