Position in EGP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$731,115
-$30,331 QoQ
Shares Held
3,610
-12.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#290
of 549 holders
Holding Since
Mar 2020
19 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, 2026AE Wealth Management LLC holds $12,504,840 across 9 REIT - Industrial names. EGP ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
65,472 | $3,527,630 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
79,356 | $2,658,412 | |
| 3 | PLD |
Prologis, Inc.
|
15,838 | $2,145,553 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
44,108 | $1,433,504 | |
| 5 | EGP |
Eastgroup Properties Inc
This page
|
3,610 | $731,115 | |
| 6 | PSA |
Public Storage
|
1,907 | $607,008 | |
| 7 | TRNO |
Terreno Realty Corp
|
8,234 | $533,302 | |
| 8 | STAG |
STAG Industrial, Inc.
|
11,547 | $439,465 |
All Filings in EGP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,115 | 3,610 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $761,446 | 4,114 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $35,432,017 | 198,900 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $25,769,301 | 152,247 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $21,286,721 | 127,374 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $22,833,248 | 129,624 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $18,051,415 | 112,477 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $16,549,440 | 88,585 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,391,945 | 72,851 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $8,637,757 | 48,049 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,486,412 | 40,789 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,556,581 | 21,357 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,327,281 | 13,406 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,645,099 | 9,951 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,401,091 | 9,463 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,224,147 | 8,481 | Shares | Sole | 2022-10-25 | |
| 2020-09-30 | $328,110 | 2,537 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $220,258 | 1,857 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $292,335 | 2,798 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||