BELLEVUE ASSET MANAGEMENT, LLC
Position in AAT — American Assets Trust, Inc.
CIK 1801619
BELLEVUE, WA
Position in AAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,407
New position
Shares Held
138
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 242 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $8,982 across 2 REIT - Diversified names. AAT ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
210 | $5,575 | |
| 2 | AAT |
American Assets Trust, Inc.
This page
|
138 | $3,407 |
All Filings in AAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,407 | 138 | Shares | Other | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||