Position in EGP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,961
-$5,918 QoQ
Shares Held
64
-37.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 544 holders
Holding Since
Mar 2020
22 quarters on record
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $6,064,772 across 7 REIT - Industrial names. EGP ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
39,907 | $5,406,201 | |
| 2 | PSA |
Public Storage
|
1,396 | $444,360 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,110 | $161,283 | |
| 4 | STAG |
STAG Industrial, Inc.
|
700 | $26,642 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
215 | $13,325 | |
| 6 | EGP |
Eastgroup Properties Inc
This page
|
64 | $12,961 | |
| 7 | 270 | $0 |
All Filings in EGP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,961 | 64 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,879 | 102 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,526 | 104 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $21,665 | 128 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,695 | 64 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $11,978 | 68 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,271 | 64 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $747 | 4 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $2,997 | 18 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,124 | 18 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $2,665 | 18 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,598 | 18 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,569 | 224 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $45,534 | 224 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $51,038 | 224 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $37,325 | 224 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $36,836 | 224 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $32,094 | 224 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $30,925 | 224 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $28,969 | 224 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $26,568 | 224 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $23,403 | 224 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||