Position in AAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,068,295
-$120,546 QoQ
Shares Held
58,028
-7.6% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $6,404,051 across 7 REIT - Diversified names. AAT ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
100,181 | $1,830,306 | |
| 2 | CTO |
CTO Realty Growth, Inc.
|
78,358 | $1,448,839 | |
| 3 | AAT |
American Assets Trust, Inc.
This page
|
58,028 | $1,068,295 | |
| 4 | VICI |
Vici Properties Inc.
|
33,322 | $910,357 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
106,423 | $553,399 | |
| 6 | FVR |
FrontView REIT, Inc.
|
21,691 | $335,559 | |
| 7 | WPC |
W. P. Carey Inc.
|
3,786 | $257,296 |
All Filings in AAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||