Position in AAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,263,881
+$354,115 QoQ
Shares Held
51,190
+3.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 244 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026IEQ CAPITAL, LLC holds $5,868,584 across 9 REIT - Diversified names. AAT ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
This page
|
51,190 | $1,263,881 | |
| 2 | VICI |
Vici Properties Inc.
|
44,197 | $1,173,430 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
67,469 | $829,868 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
34,834 | $749,279 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
133,003 | $719,546 | |
| 6 | BNL |
Broadstone Net Lease, Inc.
|
19,660 | $406,372 | |
| 7 | SAFE |
Safehold Inc.
|
21,953 | $344,662 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
40,962 | $290,010 |
All Filings in AAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263,881 | 51,190 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $909,766 | 49,417 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,555,156 | 82,153 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,844,548 | 90,775 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $449,233 | 22,746 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||