Vanguard Personalized Indexing Management, LLC
Position in AAT — American Assets Trust, Inc.
CIK 1767306
OAKLAND, CA
Position in AAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$293,514
+$87,654 QoQ
Shares Held
11,888
+6.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 242 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $7,023,805 across 11 REIT - Diversified names. AAT ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
35,778 | $2,558,127 | |
| 2 | VICI |
Vici Properties Inc.
|
73,834 | $1,960,292 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
42,404 | $876,490 | |
| 4 | SAFE |
Safehold Inc.
|
20,403 | $320,327 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
11,888 | $293,514 | |
| 6 | GNL |
Global Net Lease, Inc.
|
25,852 | $231,116 | |
| 7 | OLP |
One Liberty Properties Inc
|
8,301 | $202,710 | |
| 8 | JBGS |
JBG SMITH Properties
|
12,572 | $184,431 |
All Filings in AAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,514 | 11,888 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $205,860 | 11,182 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $203,301 | 10,005 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $205,656 | 10,413 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $220,557 | 8,399 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $233,185 | 8,727 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||