Position in EGP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$474,932
+$82,727 QoQ
Shares Held
2,345
+10.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 544 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $3,242,271 across 6 REIT - Industrial names. EGP ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,978 | $1,622,659 | |
| 2 | EGP |
Eastgroup Properties Inc
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|
2,345 | $474,932 | |
| 3 | PSA |
Public Storage
|
1,006 | $320,219 | |
| 4 | STAG |
STAG Industrial, Inc.
|
7,421 | $282,443 | |
| 5 | TRNO |
Terreno Realty Corp
|
4,207 | $272,487 | |
| 6 | EXR |
Extra Space Storage Inc.
|
1,855 | $269,531 |
All Filings in EGP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,932 | 2,345 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $392,205 | 2,119 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $564,169 | 3,167 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $568,882 | 3,361 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $572,887 | 3,428 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $622,514 | 3,534 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $675,181 | 4,207 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $889,823 | 4,763 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $728,878 | 4,285 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $765,999 | 4,261 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $833,088 | 4,539 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $757,378 | 4,548 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $795,956 | 4,585 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $764,605 | 4,625 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $669,971 | 4,525 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $652,705 | 4,522 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $571,021 | 3,700 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||