Farther Finance Advisors, LLC

Position in AAT — American Assets Trust, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in AAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$44,911

+$39,941 QoQ

Shares Held

1,819

+573.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#23

of 36 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $3,331,231 across 16 REIT - Diversified names. AAT ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	32,143	$2,298,224
2	VICI	Vici Properties Inc.	18,029	$478,669
3	BNL	Broadstone Net Lease, Inc.	10,380	$214,554
4	GOOD	Gladstone Commercial Corp	6,781	$83,406
5	AHRT	AH Realty Trust, Inc.	6,791	$48,080
6	AAT	American Assets Trust, Inc. This page	1,819	$44,911
7	JBGS	JBG SMITH Properties	2,905	$42,616
8	OLP	One Liberty Properties Inc	1,551	$37,875

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,911	1,819	+573.7%	Shares	Sole	2026-07-17
2026-03-31	$4,970	270	-33.3%	Shares	Sole	2026-04-07
2025-12-31	$7,666	405	+204.5%	Shares	Sole	2026-01-23
2025-09-30	$2,702	133	+15.7%	Shares	Sole	2025-10-14
2025-06-30	$2,271	115	-1.7%	Shares	Sole	2025-07-11
2025-03-31	$2,356	117	-36.1%	Shares	Sole	2025-04-14
2024-12-31	$4,805	183	-65.3%	Shares	Sole	2025-02-10
2024-09-30	$14,081	527	+120.5%	Shares	Sole	2024-10-29
2024-06-30	$5,348	239	+45.7%	Shares	Sole	2024-07-31
2024-03-31	$3,593	164	-6.8%	Shares	Sole	2024-05-14
2023-12-31	$3,961	176	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.