MONTAG A & ASSOCIATES INC

Position in EGP — Eastgroup Properties Inc

CIK 829407 ATLANTA, GA

Position in EGP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$139,745

+$12,033 QoQ

Shares Held

690

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#433

of 544 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $245,879 across 4 REIT - Industrial names. EGP ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EGP	Eastgroup Properties Inc This page	690	$139,745
2	PLD	Prologis, Inc.	760	$102,957
3	FR	First Industrial Realty Trust Inc	27	$1,655
4	STAG	STAG Industrial, Inc.	40	$1,522

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$139,745	690	0.0%	Shares	Sole	2026-08-05
2026-03-31	$127,712	690	0.0%	Shares	Sole	2026-04-29
2025-12-31	$122,916	690	0.0%	Shares	Sole	2026-02-02
2025-09-30	$116,789	690	0.0%	Shares	Sole	2025-11-12
2025-06-30	$115,312	690	0.0%	Shares	Sole	2025-08-07
2025-03-31	$121,543	690	0.0%	Shares	Sole	2025-05-05
2024-12-31	$110,738	690	0.0%	Shares	Sole	2025-01-30
2024-09-30	$128,905	690	0.0%	Shares	Sole	2024-11-05
2024-06-30	$117,369	690	0.0%	Shares	Sole	2024-07-31
2024-03-31	$124,041	690	0.0%	Shares	Sole	2024-05-07
2023-12-31	$126,642	690	0.0%	Shares	Sole	2024-02-07
2023-09-30	$114,905	690	0.0%	Shares	Sole	2023-11-09
2023-06-30	$119,784	690	0.0%	Shares	Sole	2023-08-09
2023-03-31	$114,070	690	0.0%	Shares	Sole	2023-05-11
2022-12-31	$102,161	690	0.0%	Shares	Sole	2023-02-02
2022-09-30	$99,594	690	0.0%	Shares	Sole	2022-11-09
2022-06-30	$106,487	690	0.0%	Shares	Sole	2022-08-10
2022-03-31	$140,263	690	0.0%	Shares	Sole	2022-05-02
2021-12-31	$157,216	690	0.0%	Shares	Sole	2022-02-09
2021-09-30	$114,974	690	0.0%	Shares	Sole	2021-11-08
2021-06-30	$113,470	690	0.0%	Shares	Sole	2021-08-03
2021-03-31	$98,863	690	0.0%	Shares	Sole	2021-05-14
2020-12-31	$95,261	690	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.