Position in AAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$272,306
+$84,709 QoQ
Shares Held
11,029
+8.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#158
of 242 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Inspire Advisors, LLC holds $523,771 across 2 REIT - Diversified names. AAT ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
This page
|
11,029 | $272,306 | |
| 2 | WPC |
W. P. Carey Inc.
|
3,517 | $251,465 |
All Filings in AAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,306 | 11,029 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $187,597 | 10,190 | Shares | Defined | 2026-05-15 | |
| 2024-12-31 | $217,695 | 8,290 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $228,509 | 8,552 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $204,748 | 9,345 | Shares | Defined | 2024-05-07 | |
| 2020-12-31 | $22,959 | 795 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||