Position in AAT
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$519,847
New position
Shares Held
21,055
first reported quarter
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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 $44,641,479 across 11 REIT - Diversified names. AAT ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
699,579 | $18,573,821 | |
| 2 | FVR |
FrontView REIT, Inc.
|
620,069 | $12,543,995 | |
| 3 | WPC |
W. P. Carey Inc.
|
93,777 | $6,705,055 | |
| 4 | AHRT |
AH Realty Trust, Inc.
|
289,629 | $2,050,573 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
99,106 | $2,048,521 | |
| 6 | GNL |
Global Net Lease, Inc.
|
154,751 | $1,383,473 | |
| 7 | AAT |
American Assets Trust, Inc.
This page
|
21,055 | $519,847 | |
| 8 | JBGS |
JBG SMITH Properties
|
19,022 | $279,052 |
All Filings in AAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,847 | 21,055 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||