Position in AAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,315,977
+$247,682 QoQ
Shares Held
53,300
-8.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 244 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $14,462,789 across 7 REIT - Diversified names. AAT ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
299,908 | $7,962,557 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
105,914 | $2,189,242 | |
| 3 | CTO |
CTO Realty Growth, Inc.
|
89,911 | $1,933,985 | |
| 4 | AAT |
American Assets Trust, Inc.
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|
53,300 | $1,315,977 | |
| 5 | FVR |
FrontView REIT, Inc.
|
21,988 | $444,817 | |
| 6 | WPC |
W. P. Carey Inc.
|
5,268 | $376,662 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
44,279 | $239,549 |
All Filings in AAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,977 | 53,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,068,295 | 58,028 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,188,841 | 62,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,447,840 | 71,252 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,473,961 | 74,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,640,381 | 81,449 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,318,066 | 50,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,066 | 22,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,956 | 23,948 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $46,772 | 2,516 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $284,928 | 10,752 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $37,345 | 1,452 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,124 | 1,452 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,884 | 472 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,714 | 472 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,290 | 275 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $17,200 | 714 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,877 | 714 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,925 | 837 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||