Position in AAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,756,012
-$10,800,005 QoQ
Shares Held
516,647
-59.6% QoQ
Ownership
0.842%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 242 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $777,081,344 across 15 REIT - Diversified names. AAT ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
21,119,533 | $560,723,593 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,481,307 | $105,913,449 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,748,630 | $56,814,178 | |
| 4 | SAFE |
Safehold Inc.
|
861,555 | $13,526,411 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
516,647 | $12,756,012 | |
| 6 | GNL |
Global Net Lease, Inc.
|
1,005,152 | $8,986,055 | |
| 7 | JBGS |
JBG SMITH Properties
|
327,866 | $4,809,792 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
749,958 | $4,057,271 |
All Filings in AAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,756,012 | 516,647 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $23,556,017 | 1,279,523 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $25,847,000 | 1,365,399 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $28,502,148 | 1,402,665 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,559,591 | 484,030 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $14,709,686 | 730,372 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $17,127,190 | 652,216 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $15,618,611 | 584,529 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $11,457,437 | 511,950 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $11,648,778 | 531,665 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $6,364,836 | 282,756 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $5,073,725 | 260,860 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $6,850,539 | 356,799 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $7,325,257 | 394,043 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $8,457,581 | 319,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,500,600 | 408,266 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,338,567 | 415,440 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $17,845,316 | 470,977 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $17,008,744 | 453,204 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,595,695 | 363,327 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,962,311 | 562,143 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,358,030 | 504,255 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $22,488,882 | 778,701 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $18,277,249 | 758,707 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $23,003,299 | 826,268 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $23,113,975 | 924,559 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||