CSM Advisors, LLC

Position in AAT — American Assets Trust, Inc.

CIK 1863523 WARRENDALE, PA

Position in AAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,345,121

+$4,791,513 QoQ

Shares Held

337,996

+75.1% QoQ

Ownership

0.551%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#28

of 242 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Real Estate · as of Jun 30, 2026

CSM Advisors, LLC holds $33,512,726 across 3 REIT - Diversified names. AAT ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	199,368	$14,254,812
2	VICI	Vici Properties Inc.	411,028	$10,912,793
3	AAT	American Assets Trust, Inc. This page	337,996	$8,345,121

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,345,121	337,996	+75.1%	Shares	Sole	2026-08-14
2026-03-31	$3,553,608	193,026	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.