JFS WEALTH ADVISORS, LLC

Position in AAT — American Assets Trust, Inc.

CIK 1568068 HERMITAGE, PA

Position in AAT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$222

New position

Shares Held

9

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#239

of 242 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $2,754 across 4 REIT - Diversified names. AAT ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	20	$1,430
2	BNL	Broadstone Net Lease, Inc.	33	$682
3	GNL	Global Net Lease, Inc.	47	$420
4	AAT	American Assets Trust, Inc. This page	9	$222

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222	9	—	Shares	Sole	2026-07-10
No filing history on record for this holder in this stock.