LPL Financial LLC

Position in AAT — American Assets Trust, Inc.

CIK 1403438 FORT MILL, SC

Position in AAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$358,103

+$124,536 QoQ

Shares Held

14,504

+14.3% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#139

of 244 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $101,256,040 across 11 REIT - Diversified names. AAT ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	793,572	$56,740,398
2	VICI	Vici Properties Inc.	1,243,183	$33,006,508
3	GNL	Global Net Lease, Inc.	545,193	$4,874,025
4	BNL	Broadstone Net Lease, Inc.	139,159	$2,876,416
5	GOOD	Gladstone Commercial Corp	175,518	$2,158,871
6	CTO	CTO Realty Growth, Inc.	32,890	$707,463
7	AAT	American Assets Trust, Inc. This page	14,504	$358,103
8	AHRT	AH Realty Trust, Inc.	32,809	$232,287

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,103	14,504	+14.3%	Shares	Sole	2026-08-07
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.