Sunbelt Securities, Inc.
Broker-DealerPosition in AAT — American Assets Trust, Inc.
CIK 1632932
HOUSTON, TX
Position in AAT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$405
-$427 QoQ
Shares Held
22
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Sunbelt Securities, Inc. holds $467,834 across 11 REIT - Diversified names. AAT ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
3,864 | $262,597 | |
| 2 | VICI |
Vici Properties Inc.
|
5,042 | $137,747 | |
| 3 | GNL |
Global Net Lease, Inc.
|
6,724 | $62,936 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
102 | $1,885 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
158 | $821 | |
| 6 | SAFE |
Safehold Inc.
|
48 | $649 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
56 | $640 | |
| 8 | AAT |
American Assets Trust, Inc.
This page
|
22 | $405 |
All Filings in AAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405 | 22 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $832 | 44 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,056 | 52 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||