EVERGREEN CAPITAL MANAGEMENT LLC

Position in AAT — American Assets Trust, Inc.

CIK 1260824 Bellevue, WA

Position in AAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$336,903

+$140,618 QoQ

Shares Held

18,300

+76.5% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $13,927,651 across 7 REIT - Diversified names. AAT ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	435,263	$11,891,385
2	WPC	W. P. Carey Inc.	10,598	$720,239
3	AAT	American Assets Trust, Inc. This page	18,300	$336,903
4	GOOD	Gladstone Commercial Corp	28,586	$326,737
5	CTO	CTO Realty Growth, Inc.	16,656	$307,969
6	OLP	One Liberty Properties Inc	11,126	$238,763
7	GNL	Global Net Lease, Inc.	11,288	$105,655

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$336,903	18,300	+76.5%	Shares	Other	2026-05-14
2025-12-31	$196,285	10,369	-4.9%	Shares	Other	2026-01-27
2025-09-30	$221,630	10,907	+5.3%	Shares	Other	2025-10-28
2025-06-30	$204,550	10,357	-5.5%	Shares	Other	2025-08-14
2024-12-31	$287,678	10,955	+1.0%	Shares	Other	2025-02-13
2024-09-30	$289,778	10,845	+2.0%	Shares	Other	2024-11-14
2024-06-30	$237,988	10,634	+12.1%	Shares	Other	2024-08-14
2024-03-31	$207,903	9,489	-3.7%	Shares	Other	2024-05-15
2023-12-31	$221,881	9,857	+81.5%	Shares	Other	2024-02-14
2022-03-31	$205,742	5,430	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.