PRINCIPAL FINANCIAL GROUP INC

Position in AAT — American Assets Trust, Inc.

CIK 1126328 DES MOINES, IA

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Position in AAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,490,352

+$1,987,641 QoQ

Shares Held

303,376

+1.5% QoQ

Ownership

0.494%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 242 holders

Holding Since

Mar 2020

26 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, 2026

PRINCIPAL FINANCIAL GROUP INC holds $133,608,610 across 9 REIT - Diversified names. AAT ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	1,424,673	$37,825,067
2	WPC	W. P. Carey Inc.	505,692	$36,156,977
3	BNL	Broadstone Net Lease, Inc.	1,303,072	$26,934,497
4	GNL	Global Net Lease, Inc.	921,169	$8,235,250
5	AAT	American Assets Trust, Inc. This page	303,376	$7,490,352
6	SAFE	Safehold Inc.	292,924	$4,598,906
7	FVR	FrontView REIT, Inc.	214,501	$4,339,354
8	JBGS	JBG SMITH Properties	281,593	$4,130,969

All Filings in AAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,490,352	303,376	+1.5%	Shares	Defined	2026-08-04
2026-03-31	$5,502,711	298,898	+0.6%	Shares	Defined	2026-05-04
2025-12-31	$5,624,953	297,145	+7.7%	Shares	Defined	2026-02-02
2025-09-30	$5,608,198	275,994	+1.6%	Shares	Defined	2025-11-04
2025-06-30	$5,365,639	271,678	+5.1%	Shares	Defined	2025-08-08
2025-03-31	$5,206,733	258,527	+2.1%	Shares	Defined	2025-04-28
2024-12-31	$6,651,604	253,298	+3.7%	Shares	Defined	2025-01-31
2024-09-30	$6,528,470	244,329	-7.8%	Shares	Defined	2024-10-31
2024-06-30	$5,929,177	264,932	-3.5%	Shares	Defined	2024-07-29
2024-03-31	$6,014,053	274,489	-5.7%	Shares	Defined	2024-04-29
2023-12-31	$6,554,911	291,200	+0.5%	Shares	Defined	2024-02-07
2023-09-30	$5,633,458	289,638	-7.5%	Shares	Defined	2023-11-02
2023-06-30	$6,014,860	313,274	-4.1%	Shares	Defined	2023-08-07
2023-03-31	$6,075,713	326,827	-1.7%	Shares	Defined	2023-05-09
2022-12-31	$8,811,700	332,517	-74.8%	Shares	Defined	2023-02-09
2022-09-30	$33,962,204	1,320,459	-0.6%	Shares	Defined	2022-11-09
2022-06-30	$39,470,616	1,328,977	-1.9%	Shares	Defined	2022-08-10
2022-03-31	$51,349,739	1,355,232	-6.8%	Shares	Defined	2022-05-09
2021-12-31	$54,595,678	1,454,721	-43.6%	Shares	Defined	2022-02-09
2021-09-30	$96,597,522	2,581,441	-13.7%	Shares	Defined	2021-11-09
2021-06-30	$111,494,153	2,989,921	+4.4%	Shares	Defined	2021-08-10
2021-03-31	$92,928,791	2,864,636	+19.0%	Shares	Defined	2021-05-10
2020-12-31	$69,507,344	2,406,764	+12.4%	Shares	Defined	2021-02-23
2020-09-30	$51,585,939	2,141,384	+26.1%	Shares	Defined	2020-11-06
2020-06-30	$47,286,350	1,698,504	+366.1%	Shares	Defined	2020-08-05
2020-03-31	$9,109,825	364,393	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.