IFP Advisors, Inc

Position in AAT — American Assets Trust, Inc.

CIK 1641866 TAMPA, FL

Position in AAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$16,937

+$14,121 QoQ

Shares Held

686

+348.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#26

of 36 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

IFP Advisors, Inc holds $503,001 across 14 REIT - Diversified names. AAT ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	10,001	$265,526
2	WPC	W. P. Carey Inc.	1,596	$114,114
3	NXDT	Nexpoint Diversified Real Estate Trust	4,801	$24,917
4	AAT	American Assets Trust, Inc. This page	686	$16,937
5	BNL	Broadstone Net Lease, Inc.	799	$16,515
6	GOOD	Gladstone Commercial Corp	992	$12,201
7	SAFE	Safehold Inc.	743	$11,665
8	GNL	Global Net Lease, Inc.	1,165	$10,415

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,937	686	+348.4%	Shares	Sole	2026-07-20
2026-03-31	$2,816	153	-51.4%	Shares	Sole	2026-04-13
2025-12-31	$5,962	315	-6.5%	Shares	Sole	2026-02-06
2025-09-30	$6,847	337	+161.2%	Shares	Sole	2026-02-06
2025-06-30	$2,547	129	+316.1%	Shares	Sole	2025-07-24
2022-12-31	$821	31	-3.1%	Shares	Sole	2023-02-07
2022-09-30	$823	32	+146.2%	Shares	Sole	2022-11-08
2022-06-30	$386	13	0.0%	Shares	Sole	2022-09-06
2022-03-31	$492	13	-13.3%	Shares	Sole	2022-09-06
2021-09-30	$561	15	0.0%	Shares	Sole	2021-10-06
2021-06-30	$559	15	0.0%	Shares	Sole	2021-07-13
2021-03-31	$486	15	0.0%	Shares	Sole	2021-04-30
2020-12-31	$433	15	-71.2%	Shares	Sole	2021-01-25
2020-09-30	$1,252	52	0.0%	Shares	Sole	2020-10-29
2020-06-30	$1,447	52	+246.7%	Shares	Sole	2020-08-05
2020-03-31	$375	15	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.