Position in EGP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$389,262
+$63,319 QoQ
Shares Held
1,922
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 544 holders
Holding Since
Dec 2024
7 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, 2026HB Wealth Management, LLC holds $8,977,311 across 10 REIT - Industrial names. EGP ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
33,675 | $4,561,952 | |
| 2 | PSA |
Public Storage
|
3,252 | $1,035,144 | |
| 3 | CUBE |
CubeSmart
|
20,724 | $824,193 | |
| 4 | EXR |
Extra Space Storage Inc.
|
3,966 | $576,259 | |
| 5 | EGP |
Eastgroup Properties Inc
This page
|
1,922 | $389,262 | |
| 6 | COLD |
Americold Realty Trust
|
23,211 | $364,876 | |
| 7 | LINE |
Lineage, Inc.
|
7,943 | $343,534 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
5,449 | $334,078 |
All Filings in EGP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,262 | 1,922 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $325,943 | 1,761 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $286,270 | 1,607 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $272,508 | 1,610 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $390,726 | 2,338 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $298,398 | 1,694 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $210,723 | 1,313 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||