Position in AAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,481
-$10 QoQ
Shares Held
60
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 242 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $87,260 across 11 REIT - Diversified names. AAT ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
664 | $47,476 | |
| 2 | VICI |
Vici Properties Inc.
|
591 | $15,691 | |
| 3 | AHRT |
AH Realty Trust, Inc.
|
1,406 | $9,954 | |
| 4 | GOOD |
Gladstone Commercial Corp
|
342 | $4,206 | |
| 5 | SAFE |
Safehold Inc.
|
245 | $3,846 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
417 | $2,255 | |
| 7 | FVR |
FrontView REIT, Inc.
|
85 | $1,719 | |
| 8 | AAT |
American Assets Trust, Inc.
This page
|
60 | $1,481 |
All Filings in AAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481 | 60 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,491 | 81 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,574 | 136 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,230 | 159 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $375 | 19 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $201 | 10 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||