WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AAT — American Assets Trust, Inc.
CIK 1632972
PLYMOUTH, MN
Position in AAT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$198,422
-$82,858 QoQ
Shares Held
10,778
-27.5% QoQ
Ownership
0.018%
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 2.0226387084802377.ToString("F0")%
Shared 0.ToString("F0")%
None 97.97736129151976.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $32,027,464 across 8 REIT - Diversified names. AAT ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
569,366 | $15,555,079 | |
| 2 | WPC |
W. P. Carey Inc.
|
154,486 | $10,498,868 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
269,445 | $4,922,760 | |
| 4 | GNL |
Global Net Lease, Inc.
|
29,400 | $275,184 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
10,778 | $198,422 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
17,355 | $198,367 | |
| 7 | SAFE |
Safehold Inc.
|
14,315 | $193,681 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
10,011 | $185,103 |
All Filings in AAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,422 | 10,778 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $281,280 | 14,859 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $377,972 | 18,601 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||