Horizon Investments, LLC

Position in AAT — American Assets Trust, Inc.

CIK 1560717 Charlotte, NC

Position in AAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$872,198

+$307,810 QoQ

Shares Held

35,326

+27.2% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#96

of 242 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Horizon Investments, LLC holds $4,263,160 across 4 REIT - Diversified names. AAT ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	81,294	$2,158,355
2	BNL	Broadstone Net Lease, Inc.	50,511	$1,044,062
3	AAT	American Assets Trust, Inc. This page	35,326	$872,198
4	WPC	W. P. Carey Inc.	2,637	$188,545

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,198	35,326	+27.2%	Shares	Sole	2026-08-13
2025-09-30	$564,388	27,775	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.