Position in AAT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$479,356
New position
Shares Held
19,415
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 242 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $44,972,428 across 8 REIT - Diversified names. AAT ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
718,064 | $19,064,599 | |
| 2 | FVR |
FrontView REIT, Inc.
|
620,069 | $12,543,995 | |
| 3 | WPC |
W. P. Carey Inc.
|
553,803 | $7,166,033 | |
| 4 | AHRT |
AH Realty Trust, Inc.
|
289,411 | $2,049,029 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
98,097 | $2,027,664 | |
| 6 | GNL |
Global Net Lease, Inc.
|
152,493 | $1,363,287 | |
| 7 | AAT |
American Assets Trust, Inc.
This page
|
19,415 | $479,356 | |
| 8 | JBGS |
JBG SMITH Properties
|
18,982 | $278,465 |
All Filings in AAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,356 | 19,415 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||