Cyndeo Wealth Partners, LLC

Position in EGP — Eastgroup Properties Inc

CIK 1950947 ST. PETERSBURG, FL

Position in EGP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$476,350

+$69,708 QoQ

Shares Held

2,352

+7.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#321

of 544 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $9,643,469 across 2 REIT - Industrial names. EGP ranks #2 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PLD	Prologis, Inc.	67,669	$9,167,119
2	EGP	Eastgroup Properties Inc This page	2,352	$476,350

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,350	2,352	+7.1%	Shares	Sole	2026-07-21
2026-03-31	$406,642	2,197	+0.4%	Shares	Sole	2026-04-13
2025-12-31	$389,770	2,188	+0.0%	Shares	Sole	2026-01-07
2025-09-30	$370,171	2,187	0.0%	Shares	Sole	2025-10-10
2025-06-30	$365,491	2,187	-3.4%	Shares	Sole	2025-07-24
2025-03-31	$398,803	2,264	+3.6%	Shares	Sole	2025-04-17
2024-12-31	$350,831	2,186	0.0%	Shares	Sole	2025-01-21
2024-09-30	$408,388	2,186	0.0%	Shares	Sole	2024-10-18
2024-06-30	$371,838	2,186	0.0%	Shares	Sole	2024-07-30
2024-03-31	$392,977	2,186	+0.0%	Shares	Sole	2024-04-17
2023-12-31	$401,034	2,185	+0.8%	Shares	Sole	2024-01-12
2023-09-30	$361,037	2,168	0.0%	Shares	Sole	2023-10-10
2023-06-30	$376,364	2,168	+1.6%	Shares	Sole	2023-07-27
2023-03-31	$352,627	2,133	0.0%	Shares	Sole	2023-04-25
2022-12-31	$315,811	2,133	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.