Position in AAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$197,649
-$197,950 QoQ
Shares Held
10,736
-48.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3.157600596125186.ToString("F0")%
Shared 0.ToString("F0")%
None 96.84239940387481.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026CWM, LLC holds $32,059,861 across 15 REIT - Diversified names. AAT ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
342,841 | $23,299,474 | |
| 2 | VICI |
Vici Properties Inc.
|
253,818 | $6,934,307 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
21,073 | $385,003 | |
| 4 | GNL |
Global Net Lease, Inc.
|
34,316 | $321,197 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
20,603 | $235,492 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
10,942 | $202,317 | |
| 7 | AAT |
American Assets Trust, Inc.
This page
|
10,736 | $197,649 | |
| 8 | FVR |
FrontView REIT, Inc.
|
10,892 | $168,499 |
All Filings in AAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,649 | 10,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $395,599 | 20,898 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $604,926 | 29,770 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $165,544 | 8,382 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $51,216 | 2,543 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $79,987 | 3,046 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $70,246 | 2,629 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $57,561 | 2,572 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $46,602 | 2,127 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $52,155 | 2,317 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $55,024 | 2,829 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $54,624 | 2,845 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,138 | 384 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,364 | 693 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,629 | 180 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,157 | 342 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $26,447 | 698 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,444 | 225 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||