Position in AAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$47,972
+$8,060 QoQ
Shares Held
1,943
-10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#191
of 242 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Covestor Ltd holds $243,302 across 12 REIT - Diversified names. AAT ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,495 | $145,892 | |
| 2 | AAT |
American Assets Trust, Inc.
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|
1,943 | $47,972 | |
| 3 | WPC |
W. P. Carey Inc.
|
318 | $22,737 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
582 | $12,518 | |
| 5 | GNL |
Global Net Lease, Inc.
|
1,067 | $9,538 | |
| 6 | BNL |
Broadstone Net Lease, Inc.
|
93 | $1,922 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
207 | $1,074 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
190 | $1,027 |
All Filings in AAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,972 | 1,943 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $39,912 | 2,168 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,987 | 1,320 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,432 | 1,350 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $126,775 | 6,419 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,867 | 341 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,081 | 422 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,203 | 569 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,734 | 569 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,167 | 601 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,551 | 602 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,708 | 602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,616 | 605 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,648 | 519 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $212 | 8 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $205 | 8 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267 | 9 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $454 | 12 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $562 | 15 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||