Position in AAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$495,972
+$98,979 QoQ
Shares Held
20,088
-6.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 242 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 90%
None 8%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $24,488,696 across 10 REIT - Diversified names. AAT ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
603,967 | $16,035,323 | |
| 2 | WPC |
W. P. Carey Inc.
|
35,905 | $2,567,206 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
110,391 | $2,281,781 | |
| 4 | SAFE |
Safehold Inc.
|
81,944 | $1,286,520 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
98,335 | $531,991 | |
| 6 | AAT |
American Assets Trust, Inc.
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|
20,088 | $495,972 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
17,116 | $368,164 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
29,575 | $363,772 |
All Filings in AAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,972 | 20,088 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $396,993 | 21,564 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $315,998 | 16,693 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $377,891 | 18,597 | Shares | Other | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||