Retirement Planning Co of New England, Inc.
PensionPosition in AAT — American Assets Trust, Inc.
CIK 1817693
Warwick, RI
Position in AAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$211,593
-$18,707 QoQ
Shares Held
8,570
-2.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#172
of 242 holders
Holding Since
Sep 2024
3 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, 2026Retirement Planning Co of New England, Inc. holds $623,504 across 2 REIT - Diversified names. AAT ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
5,761 | $411,911 | |
| 2 | AAT |
American Assets Trust, Inc.
This page
|
8,570 | $211,593 |
All Filings in AAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,593 | 8,570 | Shares | Sole | 2026-07-30 | |
| 2024-12-31 | $230,300 | 8,770 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $234,334 | 8,770 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||