EverSource Wealth Advisors, LLC
Position in EGP — Eastgroup Properties Inc
CIK 1710537
BIRMINGHAM, AL
Position in EGP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$391,083
+$17,947 QoQ
Shares Held
1,931
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#344
of 535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. EGP ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,803 | $921,598 | |
| 2 | EGP |
Eastgroup Properties Inc
This page
|
1,931 | $391,083 | |
| 3 | CUBE |
CubeSmart
|
6,920 | $275,204 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
4,133 | $253,391 | |
| 5 | LINE |
Lineage, Inc.
|
4,462 | $192,979 | |
| 6 | PSA |
Public Storage
|
575 | $183,023 | |
| 7 | EXR |
Extra Space Storage Inc.
|
965 | $140,210 | |
| 8 | COLD |
Americold Realty Trust
|
6,423 | $100,965 |
All Filings in EGP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,083 | 1,931 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $373,136 | 2,016 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $345,766 | 1,941 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $336,994 | 1,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $309,839 | 1,854 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $268,803 | 1,526 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $180,549 | 1,125 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $141,795 | 759 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $95,935 | 564 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,019 | 345 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $48,636 | 265 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,164 | 13 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,256 | 13 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,653 | 10 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,480 | 10 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,443 | 10 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,889 | 90 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $30,492 | 150 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $28,481 | 125 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||