Ethic Inc.

Position in AAT — American Assets Trust, Inc.

CIK 1780570 NEW YORK, NY

Position in AAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$460,419

+$148,057 QoQ

Shares Held

18,648

+9.9% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#126

of 242 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Real Estate · as of Jun 30, 2026

Ethic Inc. holds $3,091,943 across 4 REIT - Diversified names. AAT ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	24,294	$1,737,021
2	VICI	Vici Properties Inc.	25,412	$674,688
3	AAT	American Assets Trust, Inc. This page	18,648	$460,419
4	JBGS	JBG SMITH Properties	14,984	$219,815

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,419	18,648	+9.9%	Shares	Sole	2026-07-29
2026-03-31	$312,362	16,967	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.