ELEVATION POINT WEALTH PARTNERS, LLC
Position in EGP — Eastgroup Properties Inc
CIK 1744349
DENVER, CO
Position in EGP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$451,236
+$86,424 QoQ
Shares Held
2,228
+13.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 544 holders
Holding Since
Sep 2021
18 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,984,844 across 6 REIT - Industrial names. EGP ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
25,769 | $3,490,926 | |
| 2 | COLD |
Americold Realty Trust
|
77,801 | $1,223,031 | |
| 3 | PSA |
Public Storage
|
2,864 | $911,639 | |
| 4 | EXR |
Extra Space Storage Inc.
|
3,568 | $518,430 | |
| 5 | EGP |
Eastgroup Properties Inc
This page
|
2,228 | $451,236 | |
| 6 | STAG |
STAG Industrial, Inc.
|
10,236 | $389,582 |
All Filings in EGP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,236 | 2,228 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $364,812 | 1,971 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $272,739 | 1,632 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $282,368 | 1,603 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $257,586 | 1,605 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $298,725 | 1,599 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $274,201 | 1,612 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $291,407 | 1,621 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $303,942 | 1,656 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $245,964 | 1,477 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $263,004 | 1,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $267,983 | 1,621 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $230,381 | 1,556 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $212,757 | 1,474 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $230,106 | 1,491 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $273,208 | 1,344 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $308,053 | 1,352 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $229,282 | 1,376 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||