Position in AAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$564,981
+$149,100 QoQ
Shares Held
22,883
+1.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 242 holders
Holding Since
Sep 2020
9 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, 2026HighTower Advisors, LLC holds $133,953,720 across 7 REIT - Diversified names. AAT ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
4,672,284 | $124,049,140 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
169,267 | $3,498,748 | |
| 3 | WPC |
W. P. Carey Inc.
|
47,524 | $3,397,966 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
60,538 | $1,302,172 | |
| 5 | GNL |
Global Net Lease, Inc.
|
118,362 | $1,058,156 | |
| 6 | AAT |
American Assets Trust, Inc.
This page
|
22,883 | $564,981 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
15,907 | $82,557 |
All Filings in AAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,981 | 22,883 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $415,881 | 22,590 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $408,130 | 21,560 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $422,879 | 20,811 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $410,602 | 20,790 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $458,225 | 22,752 | Shares | Sole | 2025-05-13 | |
| 2021-03-31 | $1,966,545 | 60,621 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,303,583 | 114,390 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,048,035 | 209,549 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||