EverSource Wealth Advisors, LLC
Position in AAT — American Assets Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in AAT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$27,278
-$2,553 QoQ
Shares Held
1,482
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $563,914 across 13 REIT - Diversified names. AAT ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,903 | $270,544 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
7,075 | $129,254 | |
| 3 | JBGS |
JBG SMITH Properties
|
3,081 | $45,010 | |
| 4 | GNL |
Global Net Lease, Inc.
|
3,040 | $28,450 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
1,482 | $27,278 | |
| 6 | OLP |
One Liberty Properties Inc
|
838 | $17,979 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
2,491 | $13,699 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
1,082 | $12,365 |
All Filings in AAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||