EverSource Wealth Advisors, LLC
Position in AAT — American Assets Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in AAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,119
+$2,841 QoQ
Shares Held
1,220
-17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 243 holders
Holding Since
Dec 2021
18 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 Jun 30, 2026EverSource Wealth Advisors, LLC holds $488,252 across 14 REIT - Diversified names. AAT ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
2,436 | $174,172 | |
| 2 | VICI |
Vici Properties Inc.
|
4,481 | $118,967 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
4,482 | $92,639 | |
| 4 | AAT |
American Assets Trust, Inc.
This page
|
1,220 | $30,119 | |
| 5 | JBGS |
JBG SMITH Properties
|
1,427 | $20,931 | |
| 6 | GNL |
Global Net Lease, Inc.
|
2,050 | $18,323 | |
| 7 | SAFE |
Safehold Inc.
|
501 | $7,862 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
539 | $6,628 |
All Filings in AAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,119 | 1,220 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,278 | 1,482 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $29,831 | 1,576 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $46,509 | 2,289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,652 | 1,704 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,464 | 470 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,102 | 499 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,302 | 685 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,328 | 685 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,284 | 652 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $14,136 | 628 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,322 | 685 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $11,001 | 573 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $3,975 | 150 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,494 | 97 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,336 | 146 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,247 | 508 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $19,064 | 508 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||