Phillips Wealth Planners LLC

Position in EGP — Eastgroup Properties Inc

CIK 1962628 STARKVILLE, MS

Position in EGP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$261,668

+$21,422 QoQ

Shares Held

1,292

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#398

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

Phillips Wealth Planners LLC holds $1,163,048 across 4 REIT - Industrial names. EGP ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	1,103	$351,095
2	TRNO	Terreno Realty Corp	4,635	$300,208
3	EGP	Eastgroup Properties Inc This page	1,292	$261,668
4	PLD	Prologis, Inc.	1,846	$250,077

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,668	1,292	-0.5%	Shares	Sole	2026-08-07
2026-03-31	$240,246	1,298	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$230,513	1,294	-2.0%	Shares	Defined	2026-02-10
2025-09-30	$223,423	1,320	-0.7%	Shares	Defined	2025-11-07
2025-06-30	$222,102	1,329	+0.5%	Shares	Defined	2025-07-11
2025-03-31	$232,870	1,322	0.0%	Shares	Defined	2025-04-23
2024-12-31	$212,167	1,322	-0.6%	Shares	Defined	2025-01-17
2024-09-30	$248,470	1,330	+0.6%	Shares	Defined	2024-10-29
2024-06-30	$224,872	1,322	-11.9%	Shares	Sole	2024-08-02
2024-03-31	$269,834	1,501	-4.5%	Shares	Defined	2024-04-29
2023-12-31	$288,524	1,572	-3.0%	Shares	Defined	2024-02-12
2023-09-30	$269,778	1,620	-0.4%	Shares	Defined	2023-10-30
2023-06-30	$282,447	1,627	+1.2%	Shares	Defined	2023-07-26
2023-03-31	$265,669	1,607	-0.1%	Shares	Defined	2023-05-15
2022-12-31	$238,080	1,608	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.