EVERGREEN CAPITAL MANAGEMENT LLC

Position in EQR — Equity Residential

CIK 1260824 Bellevue, WA

Position in EQR

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

Position Value

$603,081

+$395,078 QoQ

Shares Held

8,878

+181.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#46

of 150 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Real Estate · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $22,748,494 across 12 REIT - Residential names. EQR ranks #5 (2.7% 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	3,641	$687,019
5	EQR	Equity Residential This page	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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,081	8,878	+181.6%	Shares	Other	2026-07-23
2023-06-30	$208,003	3,153	-93.8%	Shares	Sole	2023-08-14
2022-12-31	$3,018,381	51,159	+1.8%	Shares	Other	2023-02-14
2022-09-30	$3,377,400	50,244	-6.1%	Shares	Sole	2022-11-14
2022-06-30	$3,866,080	53,532	+14.3%	Shares	Sole	2022-08-15
2022-03-31	$4,209,874	46,818	+11.2%	Shares	Sole	2022-05-16
2021-12-31	$3,809,869	42,098	+7.5%	Shares	Sole	2022-03-11
2021-09-30	$3,167,613	39,145	+19.9%	Shares	Sole	2021-11-15
2021-06-30	$2,513,511	32,643	+3.7%	Shares	Sole	2021-08-16
2021-03-31	$2,255,843	31,493	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.