Coppell Advisory Solutions LLC
Position in AAT — American Assets Trust, Inc.
CIK 1848433
COPPELL, TX
Position in AAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,206
+$148,831 QoQ
Shares Held
11,592
+55.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#155
of 242 holders
Holding Since
Dec 2022
11 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, 2026Coppell Advisory Solutions LLC holds $881,586 across 2 REIT - Diversified names. AAT ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
8,327 | $595,380 | |
| 2 | AAT |
American Assets Trust, Inc.
This page
|
11,592 | $286,206 |
All Filings in AAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,206 | 11,592 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $137,375 | 7,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,289 | 8,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $270,479 | 13,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,557 | 11,370 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $204,179 | 10,138 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $245,084 | 9,333 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $383,699 | 14,360 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $68,969 | 3,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $95,193 | 4,958 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $72,186 | 2,724 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||