Position in AAT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$680,046
+$410,843 QoQ
Shares Held
36,939
+159.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $205,726,479 across 9 REIT - Diversified names. AAT ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,273,968 | $144,084,805 | |
| 2 | WPC |
W. P. Carey Inc.
|
622,947 | $42,335,478 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
829,873 | $15,161,779 | |
| 4 | FVR |
FrontView REIT, Inc.
|
177,496 | $2,745,863 | |
| 5 | AAT |
American Assets Trust, Inc.
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|
36,939 | $680,046 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
19,655 | $363,420 | |
| 7 | GNL |
Global Net Lease, Inc.
|
18,299 | $171,278 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
24,241 | $113,205 |
All Filings in AAT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $680,046 | 36,939 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $269,203 | 14,221 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $573,024 | 28,200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $326,487 | 16,531 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $465,636 | 23,120 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $602,588 | 22,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $601,787 | 22,522 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $442,989 | 19,794 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $346,506 | 15,815 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $1,608,945 | 86,549 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,230,372 | 84,165 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,360,092 | 91,761 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,545,260 | 85,699 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,188,860 | 84,161 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,620,982 | 69,837 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,716,617 | 72,598 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,633,643 | 70,626 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,113,725 | 65,158 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $283,110 | 9,803 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $233,889 | 9,709 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||