OneAscent Wealth Management LLC
Position in EGP — Eastgroup Properties Inc
CIK 1844707
BIRMINGHAM, AL
Position in EGP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$263,491
+$11,584 QoQ
Shares Held
1,301
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#395
of 543 holders
Holding Since
Dec 2023
10 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, 2026OneAscent Wealth Management LLC holds $831,755 across 3 REIT - Industrial names. EGP ranks #2 (31.7% of the industry book) .
All Filings in EGP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,491 | 1,301 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $251,907 | 1,361 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $314,417 | 1,765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $323,286 | 1,910 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $314,185 | 1,880 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $307,734 | 1,747 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $263,685 | 1,643 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $396,058 | 2,120 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $247,183 | 1,375 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $243,374 | 1,326 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||