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PlanVest Financial, Inc

Position in EGP — Eastgroup Properties Inc

CIK 2135239 GAITHERSBURG, MD

Position in EGP

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,430
+$209 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#514
of 543 holders
Holding Since
Mar 2026
2 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, 2026

PlanVest Financial, Inc holds $86,944 across 3 REIT - Industrial names. EGP ranks #3 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EGP
Eastgroup Properties Inc
This page
12 $2,430

All Filings in EGP

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,430 12
2026-03-31 $2,221 12