EVERGREEN CAPITAL MANAGEMENT LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1260824
Bellevue, WA
Position in FR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$598,998
+$152,917 QoQ
Shares Held
9,770
+26.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 96 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 22%
Shared 78%
None 0%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,527,329 across 9 REIT - Industrial names. FR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
110,640 | $5,961,282 | |
| 2 | PLD |
Prologis, Inc.
|
22,724 | $3,078,419 | |
| 3 | CUBE |
CubeSmart
|
24,085 | $957,860 | |
| 4 | PSA |
Public Storage
|
2,804 | $892,540 | |
| 5 | TRNO |
Terreno Realty Corp
|
9,507 | $615,768 | |
| 6 | FR |
First Industrial Realty Trust Inc
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|
9,770 | $598,998 | |
| 7 | EGP |
Eastgroup Properties Inc
|
2,916 | $590,577 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,823 | $488,043 |
All Filings in FR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,998 | 9,770 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $446,081 | 7,711 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $387,259 | 6,762 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $278,349 | 5,408 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $204,984 | 4,259 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $368,762 | 6,834 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $250,699 | 5,001 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $318,301 | 5,686 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $250,710 | 5,277 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||