Position in EGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$557,362
+$48,550 QoQ
Shares Held
2,752
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#309
of 544 holders
Holding Since
Jun 2024
9 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, 2026PDS Planning, Inc holds $1,866,748 across 3 REIT - Industrial names. EGP ranks #2 (29.9% of the industry book) .
All Filings in EGP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,362 | 2,752 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $508,812 | 2,749 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $489,706 | 2,749 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $296,035 | 1,749 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $291,791 | 1,746 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $304,387 | 1,728 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $281,820 | 1,756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $328,055 | 1,756 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $309,071 | 1,817 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||