EVERGREEN CAPITAL MANAGEMENT LLC

Position in AVB — Avalonbay Communities Inc

CIK 1260824 Bellevue, WA

Position in AVB

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

Position Value

$687,019

+$375,675 QoQ

Shares Held

3,641

+91.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#57

of 171 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 99% None 0%

Real Estate · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $22,748,494 across 12 REIT - Residential names. AVB ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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	152,585	$453,177
8	CPT	Camden Property Trust	3,493	$399,913

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,019	3,641	+91.0%	Shares	Other	2026-07-23
2026-03-31	$311,344	1,906	-92.5%	Shares	Sole	2026-05-14
2025-12-31	$4,600,740	25,375	+1325.6%	Shares	Other	2026-01-27
2025-09-30	$343,842	1,780	-5.5%	Shares	Other	2025-10-28
2025-06-30	$383,190	1,883	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$403,699	1,881	+11.0%	Shares	Sole	2025-05-15
2024-12-31	$372,848	1,695	+0.5%	Shares	Other	2025-02-13
2024-09-30	$379,996	1,687	+4.2%	Shares	Other	2024-11-14
2024-06-30	$334,954	1,619	+15.5%	Shares	Sole	2024-08-14
2024-03-31	$260,154	1,402	+0.5%	Shares	Other	2024-05-15
2023-12-31	$261,171	1,395	-13.4%	Shares	Other	2024-02-14
2023-09-30	$276,672	1,611	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$303,021	1,601	+2.7%	Shares	Sole	2023-08-14
2023-03-31	$262,005	1,559	—	Shares	Other	2023-05-15
No filing history on record for this holder in this stock.