Position in AAT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$499,997
+$145,268 QoQ
Shares Held
27,159
+44.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Creative Planning holds $40,374,988 across 11 REIT - Diversified names. AAT ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
745,328 | $20,362,360 | |
| 2 | WPC |
W. P. Carey Inc.
|
138,729 | $9,428,022 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,017 | $7,783,330 | |
| 4 | OLP |
One Liberty Properties Inc
|
28,307 | $607,468 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
27,159 | $499,997 | |
| 6 | GNL |
Global Net Lease, Inc.
|
51,101 | $478,305 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
36,860 | $421,309 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
18,981 | $350,958 |
All Filings in AAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,997 | 27,159 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $354,729 | 18,739 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $399,633 | 19,667 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $252,582 | 12,789 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $265,094 | 10,095 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $274,334 | 10,267 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $229,036 | 10,234 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||