EVERGREEN CAPITAL MANAGEMENT LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1260824
Bellevue, WA
Position in ESS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$697,191
+$297,649 QoQ
Shares Held
2,391
+44.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
of 125 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ESS 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. ESS ranks #3 (3.1% 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.
This page
|
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
|
3,493 | $399,913 |
All Filings in ESS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,191 | 2,391 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $399,542 | 1,651 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $225,302 | 795 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,343 | 722 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||