CREATIVE FINANCIAL DESIGNS INC /ADV
Position in EGP — Eastgroup Properties Inc
CIK 819864
KOKOMO, IN
Position in EGP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$96,201
+$8,284 QoQ
Shares Held
475
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#441
of 544 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EGP Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,775,850 across 9 REIT - Industrial names. EGP ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
6,034 | $1,920,682 | |
| 2 | PLD |
Prologis, Inc.
|
11,507 | $1,558,853 | |
| 3 | LXP |
LXP Industrial Trust
|
1,798 | $96,876 | |
| 4 | EGP |
Eastgroup Properties Inc
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|
475 | $96,201 | |
| 5 | EXR |
Extra Space Storage Inc.
|
444 | $64,513 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
|
840 | $27,300 | |
| 7 | CUBE |
CubeSmart
|
188 | $7,476 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
105 | $3,517 |
All Filings in EGP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,201 | 475 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $87,917 | 475 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $84,616 | 475 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $80,398 | 475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,382 | 475 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $83,671 | 475 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $76,232 | 475 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,739 | 475 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $80,797 | 475 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $85,390 | 475 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $87,181 | 475 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $79,101 | 475 | Shares | Sole | 2023-11-14 | |
| 2021-09-30 | $108,976 | 654 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $107,550 | 654 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $93,705 | 654 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $90,291 | 654 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $84,581 | 654 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $77,570 | 654 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||