Position in AAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,267,588
+$4,551,720 QoQ
Shares Held
375,358
+46.5% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 243 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026BESSEMER GROUP INC holds $28,901,456 across 9 REIT - Diversified names. AAT ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
This page
|
375,358 | $9,267,588 | |
| 2 | JBGS |
JBG SMITH Properties
|
563,469 | $8,266,089 | |
| 3 | ESRT |
Empire State Realty Trust, Inc.
|
712,061 | $3,852,250 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
179,400 | $3,708,198 | |
| 5 | GNL |
Global Net Lease, Inc.
|
376,707 | $3,367,759 | |
| 6 | VICI |
Vici Properties Inc.
|
7,853 | $208,496 | |
| 7 | WPC |
W. P. Carey Inc.
|
2,432 | $173,887 | |
| 8 | SAFE |
Safehold Inc.
|
3,233 | $50,758 |
All Filings in AAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,267,588 | 375,358 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,715,868 | 256,158 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,173,140 | 167,625 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,705 | 330 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $6,517 | 330 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $4,632 | 230 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $6,565 | 250 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,680 | 250 | Shares | Defined | 2024-11-12 | |
| 2023-09-30 | $1 | 63 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1 | 63 | Shares | Defined | 2023-08-10 | |
| 2022-09-30 | $2,237 | 87 | Shares | Defined | 2022-11-09 | |
| 2020-06-30 | $1,105,442 | 39,707 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,250,000 | 90,000 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||