Position in EGP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$145,821
+$19,960 QoQ
Shares Held
720
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#427
of 535 holders
Holding Since
Jun 2021
21 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, 2026Clearstead Advisors, LLC holds $2,433,594 across 15 REIT - Industrial names. EGP ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
9,421 | $1,276,262 | |
| 2 | PSA |
Public Storage
|
949 | $302,076 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,024 | $294,087 | |
| 4 | COLD |
Americold Realty Trust
|
15,202 | $238,975 | |
| 5 | EGP |
Eastgroup Properties Inc
This page
|
720 | $145,821 | |
| 6 | CUBE |
CubeSmart
|
1,583 | $62,955 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,823 | $59,247 | |
| 8 | LINE |
Lineage, Inc.
|
579 | $25,041 |
All Filings in EGP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,821 | 720 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $125,861 | 680 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,316 | 260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,480 | 121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $30,750 | 184 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,490 | 122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,962 | 168 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,451 | 163 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,148 | 189 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,606 | 59 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,828 | 59 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,162 | 31 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,909 | 11 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,653 | 10 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,480 | 10 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,443 | 10 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,543 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,032 | 10 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,278 | 10 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,666 | 10 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,262 | 32 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||