Rialto Wealth Management, LLC
Position in AAT — American Assets Trust, Inc.
CIK 2054966
SYRACUSE, NY
Position in AAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$666
+$169 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 242 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $7,320 across 4 REIT - Diversified names. AAT ranks #3 (9.1% of the industry book) .
All Filings in AAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666 | 27 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $497 | 27 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $511 | 27 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $548 | 27 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $533 | 27 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||