EVERGREEN CAPITAL MANAGEMENT LLC

Position in KW — Kennedy-Wilson Holdings, Inc.

CIK 1260824 Bellevue, WA

Position in KW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$12,496,234

+$1,134,942 QoQ

Shares Held

1,154,920

-1.7% QoQ

Ownership

0.829%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#19

of 236 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 97.77014858171995.ToString("F0")% Shared 1.000415613202646.ToString("F0")% None 1.229435805077408.ToString("F0")%

Real Estate · as of Mar 31, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $13,711,580 across 6 Real Estate Services names. KW ranks #1 (91.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KW	Kennedy-Wilson Holdings, Inc. This page	1,154,920	$12,496,234
2	CBRE	Cbre Group, Inc.	4,541	$615,123
3	JLL	Jones Lang Lasalle Inc	1,126	$342,664
4	NMRK	Newmark Group, Inc.	10,281	$154,112
5	AGNT	AGNT, Inc.	11,013	$65,967
6	REAX	Real Brokerage Inc	14,992	$37,480

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,496,234	1,154,920	-1.7%	Shares	Other	2026-05-14
2025-12-31	$11,361,292	1,174,901	-8.8%	Shares	Other	2026-01-27
2025-09-30	$10,720,103	1,288,474	-1.4%	Shares	Other	2025-10-28
2025-06-30	$8,884,023	1,306,474	+8688.3%	Shares	Sole	2025-08-14
2025-03-31	$129,036	14,866	-7.8%	Shares	Other	2025-05-15
2024-12-31	$161,148	16,131	+2.8%	Shares	Sole	2025-02-13
2024-09-30	$173,473	15,699	-24.0%	Shares	Other	2024-11-14
2024-06-30	$200,863	20,665	+49.2%	Shares	Sole	2024-08-14
2024-03-31	$118,858	13,853	-87.7%	Shares	Other	2024-05-15
2023-03-31	$1,865,877	112,470	+21.2%	Shares	Sole	2023-05-15
2022-12-31	$1,459,523	92,786	-76.2%	Shares	Sole	2023-02-14
2022-09-30	$6,029,415	390,001	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.