Position in AAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$909,766
-$645,390 QoQ
Shares Held
49,417
-39.8% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026IEQ CAPITAL, LLC holds $3,439,636 across 6 REIT - Diversified names. AAT ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
47,061 | $1,285,706 | |
| 2 | AAT |
American Assets Trust, Inc.
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|
49,417 | $909,766 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
36,926 | $422,064 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
17,175 | $317,565 | |
| 5 | SAFE |
Safehold Inc.
|
21,630 | $292,653 | |
| 6 | GNL |
Global Net Lease, Inc.
|
22,637 | $211,882 |
All Filings in AAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||