BFSG, LLC

Position in AAT — American Assets Trust, Inc.

CIK 1706836 IRVINE, CA

Position in AAT

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

Position Value

$142,905

+$36,348 QoQ

Shares Held

5,788

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#179

of 242 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BFSG, LLC holds $647,950 across 4 REIT - Diversified names. AAT ranks #4 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNL	Global Net Lease, Inc.	22,623	$202,249
2	JBGS	JBG SMITH Properties	10,420	$152,861
3	WPC	W. P. Carey Inc.	2,097	$149,935
4	AAT	American Assets Trust, Inc. This page	5,788	$142,905

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,905	5,788	0.0%	Shares	Sole	2026-07-20
2026-03-31	$106,557	5,788	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.