EVERGREEN CAPITAL MANAGEMENT LLC
Position in AIV — Apartment Investment & Management Co
CIK 1260824
Bellevue, WA
Position in AIV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$453,177
New position
Shares Held
152,585
first reported quarter
Ownership
0.106%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 17 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $22,748,494 across 12 REIT - Residential names. AIV ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
145,007 | $9,345,700 | |
| 2 | UDR |
UDR, Inc.
|
224,104 | $8,946,230 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
2,391 | $697,191 | |
| 4 | AVB |
Avalonbay Communities Inc
|
3,641 | $687,019 | |
| 5 | EQR |
Equity Residential
|
8,878 | $603,081 | |
| 6 | AMH |
American Homes 4 Rent
|
14,771 | $495,123 | |
| 7 | AIV |
Apartment Investment & Management Co
This page
|
152,585 | $453,177 | |
| 8 | CPT |
Camden Property Trust
|
3,493 | $399,913 |
All Filings in AIV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,177 | 152,585 | Shares | Other | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||