Retirement Wealth Solutions LLC

Pension

Position in AAT — American Assets Trust, Inc.

CIK 2044741 MARSHFIELD, WI

Position in AAT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,333

+$321 QoQ

Shares Held

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#228

of 242 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $7,854 across 5 REIT - Diversified names. AAT ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	108	$2,867
2	WPC	W. P. Carey Inc.	24	$1,716
3	AAT	American Assets Trust, Inc. This page	54	$1,333
4	BNL	Broadstone Net Lease, Inc.	64	$1,322
5	GNL	Global Net Lease, Inc.	69	$616

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,333	54	-1.8%	Shares	Sole	2026-07-07
2026-03-31	$1,012	55	+96.4%	Shares	Sole	2026-04-07
2025-12-31	$530	28	-6.7%	Shares	Sole	2026-01-07
2025-09-30	$609	30	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.