Position in CPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$399,913
+$26,950 QoQ
Shares Held
3,493
-8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 107 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $22,748,494 across 12 REIT - Residential names. CPT ranks #8 (1.8% 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
|
152,585 | $453,177 | |
| 8 | CPT |
Camden Property Trust
This page
|
3,493 | $399,913 |
All Filings in CPT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,913 | 3,493 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $372,963 | 3,819 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $319,782 | 2,905 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $211,637 | 1,982 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $287,472 | 2,551 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $309,052 | 2,527 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $203,948 | 1,651 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||