Position in AAT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,715,868
+$1,542,728 QoQ
Shares Held
256,158
+52.8% QoQ
Ownership
0.417%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026BESSEMER GROUP INC holds $22,701,576 across 9 REIT - Diversified names. AAT ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBGS |
JBG SMITH Properties
|
397,711 | $5,810,556 | |
| 2 | AAT |
American Assets Trust, Inc.
This page
|
256,158 | $4,715,868 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
246,182 | $4,497,745 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
712,061 | $3,702,717 | |
| 5 | GNL |
Global Net Lease, Inc.
|
376,707 | $3,525,976 | |
| 6 | VICI |
Vici Properties Inc.
|
10,188 | $278,333 | |
| 7 | WPC |
W. P. Carey Inc.
|
2,286 | $155,355 | |
| 8 | SAFE |
Safehold Inc.
|
702 | $9,498 |
All Filings in AAT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,225 | 63 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,209 | 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. | ||||||