Position in AAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,539
+$36,779 QoQ
Shares Held
2,371
+100.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 36 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SIGNATUREFD, LLC holds $1,596,244 across 13 REIT - Diversified names. AAT ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
22,929 | $608,764 | |
| 2 | WPC |
W. P. Carey Inc.
|
6,969 | $498,283 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
7,567 | $156,409 | |
| 4 | AAT |
American Assets Trust, Inc.
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|
2,371 | $58,539 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
4,686 | $57,637 | |
| 6 | GNL |
Global Net Lease, Inc.
|
6,275 | $56,098 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
2,492 | $53,602 | |
| 8 | OLP |
One Liberty Properties Inc
|
1,709 | $41,733 |
All Filings in AAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,539 | 2,371 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,760 | 1,182 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $16,071 | 849 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $17,678 | 870 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,182 | 870 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $33,895 | 1,683 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $48,791 | 1,858 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,939 | 1,869 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $41,895 | 1,872 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $17,812 | 813 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $18,300 | 813 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,773 | 194 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,651 | 86 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,190 | 333 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,435 | 507 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $10,210 | 397 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,979 | 336 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $23,264 | 614 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,614 | 496 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $30,347 | 811 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $23,231 | 623 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,726 | 269 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,007 | 208 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,852 | 409 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,855 | 354 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||