Position in AAT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,830,305
+$6,109,929 QoQ
Shares Held
425,329
+368.0% QoQ
Ownership
0.693%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.43694410679733.ToString("F0")%
Shared 0.ToString("F0")%
None 4.563055893202674.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026UBS Group AG holds $318,695,433 across 17 REIT - Diversified names. AAT ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,908,362 | $161,416,448 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,665,257 | $113,170,864 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
483,890 | $8,840,670 | |
| 4 | AAT |
American Assets Trust, Inc.
This page
|
425,329 | $7,830,305 | |
| 5 | GNL |
Global Net Lease, Inc.
|
823,185 | $7,705,010 | |
| 6 | JBGS |
JBG SMITH Properties
|
445,136 | $6,503,436 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
235,490 | $4,354,208 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
368,746 | $1,917,477 |
All Filings in AAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,830,305 | 425,329 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,720,376 | 90,881 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,198,363 | 255,825 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,299,154 | 622,742 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,092,936 | 54,267 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,737,623 | 66,170 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $739,903 | 27,691 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,116,940 | 49,908 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $912,792 | 41,661 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,398,996 | 62,150 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $522,679 | 26,873 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $149,490 | 7,786 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,796 | 258 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $637,351 | 24,051 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $643,256 | 25,010 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $10,721 | 361 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $491,660 | 12,976 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,610,035 | 42,900 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,139,413 | 57,173 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,221,545 | 32,758 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,774,240 | 54,693 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,628,744 | 56,397 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,320,998 | 54,836 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,182,531 | 42,476 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $925,575 | 37,023 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||