Position in EGP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,809
+$3,668 QoQ
Shares Held
83
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#483
of 544 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $48,942 across 3 REIT - Industrial names. EGP ranks #2 (34.3% of the industry book) .
All Filings in EGP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,809 | 83 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,141 | 71 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,740 | 21 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||