Position in AAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$586,881
+$202,683 QoQ
Shares Held
23,770
+13.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#16
of 68 holders
Holding Since
Dec 2021
19 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, 2026Vert Asset Management LLC holds $1,366,769 across 3 REIT - Diversified names. AAT ranks #1 (42.9% of the industry book) .
All Filings in AAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,881 | 23,770 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $384,198 | 20,869 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $402,754 | 21,276 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $424,058 | 20,869 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $412,162 | 20,869 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $420,301 | 20,869 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $548,019 | 20,869 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $557,619 | 20,869 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $467,048 | 20,869 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $457,239 | 20,869 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $469,761 | 20,869 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $455,421 | 23,415 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $363,475 | 18,931 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $351,927 | 18,931 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $266,537 | 10,058 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $287,060 | 11,161 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $280,991 | 9,461 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $330,817 | 8,731 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $304,480 | 8,113 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||