Position in AAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$396,521
+$111,903 QoQ
Shares Held
16,060
+3.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#134
of 242 holders
Holding Since
Sep 2024
8 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, 2026Mystic Asset Management, Inc. holds $712,980 across 2 REIT - Diversified names. AAT ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
This page
|
16,060 | $396,521 | |
| 2 | WPC |
W. P. Carey Inc.
|
4,426 | $316,459 |
All Filings in AAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,521 | 16,060 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $284,618 | 15,460 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $260,476 | 13,760 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $255,219 | 12,560 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $230,087 | 11,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $213,484 | 10,600 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $270,478 | 10,300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $269,872 | 10,100 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||