LPL Financial LLC

Position in AAT — American Assets Trust, Inc.

CIK 1403438 FORT MILL, SC

Position in AAT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$233,567

+$19,318 QoQ

Shares Held

12,687

+12.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

LPL Financial LLC holds $99,935,866 across 10 REIT - Diversified names. AAT ranks #7 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	805,034	$54,710,110
2	VICI	Vici Properties Inc.	1,265,963	$34,586,109
3	GNL	Global Net Lease, Inc.	558,509	$5,227,644
4	BNL	Broadstone Net Lease, Inc.	127,630	$2,331,800
5	GOOD	Gladstone Commercial Corp	170,531	$1,949,169
6	CTO	CTO Realty Growth, Inc.	26,901	$497,399
7	AAT	American Assets Trust, Inc. This page	12,687	$233,567
8	AHRT	AH Realty Trust, Inc.	31,973	$175,851

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$233,567	12,687	+12.1%	Shares	Sole	2026-05-06
2025-12-31	$214,249	11,318	-29.9%	Shares	Sole	2026-02-11
2023-03-31	$300,284	16,153	-0.1%	Shares	Sole	2023-05-10
2022-12-31	$428,505	16,170	-11.8%	Shares	Sole	2023-02-07
2022-09-30	$471,319	18,325	+2.6%	Shares	Sole	2022-11-14
2022-06-30	$530,263	17,854	+33.9%	Shares	Sole	2022-08-12
2022-03-31	$505,111	13,331	+10.2%	Shares	Sole	2022-05-16
2021-12-31	$453,962	12,096	+18.6%	Shares	Sole	2022-02-14
2021-09-30	$381,571	10,197	+23.2%	Shares	Sole	2021-11-15
2021-06-30	$308,723	8,279	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.