Position in EGP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$263,896
+$189,528 QoQ
Shares Held
1,303
+192.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#393
of 544 holders
Holding Since
Sep 2024
5 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, 2026GeoWealth Management, LLC holds $10,592,811 across 5 REIT - Industrial names. EGP ranks #5 (2.5% of the industry book) .
All Filings in EGP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,896 | 1,303 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $74,368 | 445 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $135,283 | 768 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $139,144 | 867 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $96,959 | 519 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||