EVERGREEN CAPITAL MANAGEMENT LLC

Position in AAT — American Assets Trust, Inc.

CIK 1260824 Bellevue, WA

Position in AAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$451,604

+$114,701 QoQ

Shares Held

18,291

-0.0% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#129

of 244 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Real Estate · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $13,752,261 across 8 REIT - Diversified names. AAT ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	428,965	$11,389,020
2	WPC	W. P. Carey Inc.	10,404	$743,885
3	AAT	American Assets Trust, Inc. This page	18,291	$451,604
4	CTO	CTO Realty Growth, Inc.	16,656	$358,270
5	GOOD	Gladstone Commercial Corp	27,521	$338,508
6	OLP	One Liberty Properties Inc	11,126	$271,696
7	GNL	Global Net Lease, Inc.	11,288	$100,914
8	ESRT	Empire State Realty Trust, Inc.	18,182	$98,364

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,604	18,291	-0.0%	Shares	Other	2026-07-23
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.