Position in AAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$904,072
+$404,075 QoQ
Shares Held
36,617
+34.8% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 243 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Creative Planning holds $51,560,507 across 10 REIT - Diversified names. AAT ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,016,173 | $26,979,393 | |
| 2 | WPC |
W. P. Carey Inc.
|
169,979 | $12,153,498 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,732 | $8,820,550 | |
| 4 | AAT |
American Assets Trust, Inc.
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|
36,617 | $904,072 | |
| 5 | OLP |
One Liberty Properties Inc
|
29,263 | $714,602 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
21,710 | $466,981 | |
| 7 | GNL |
Global Net Lease, Inc.
|
50,636 | $452,685 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
36,397 | $447,682 |
All Filings in AAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,072 | 36,617 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||