Position in AAT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,020,871
-$68,569 QoQ
Shares Held
55,452
-3.6% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026New Age Alpha Advisors, LLC holds $11,019,066 across 3 REIT - Diversified names. AAT ranks #3 (9.3% of the industry book) .
All Filings in AAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,020,871 | 55,452 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,089,440 | 57,551 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $759,297 | 37,367 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $753,640 | 38,159 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,714,860 | 85,147 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,680,534 | 63,996 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||