Position in AAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$958,441
+$278,395 QoQ
Shares Held
38,819
+5.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 242 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $206,805,533 across 10 REIT - Diversified names. AAT ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,138,728 | $136,433,228 | |
| 2 | WPC |
W. P. Carey Inc.
|
675,909 | $48,327,493 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
796,085 | $16,455,076 | |
| 4 | FVR |
FrontView REIT, Inc.
|
188,343 | $3,810,178 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
38,819 | $958,441 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
20,828 | $448,010 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
29,757 | $160,985 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
22,089 | $114,641 |
All Filings in AAT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,441 | 38,819 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||