EVOLVE PRIVATE WEALTH, LLC
Position in AAT — American Assets Trust, Inc.
CIK 2111131
LOS ANGELES, CA
Position in AAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$745,391
+$235,895 QoQ
Shares Held
30,190
+9.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#104
of 242 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,113,347 across 2 REIT - Diversified names. AAT ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
This page
|
30,190 | $745,391 | |
| 2 | VICI |
Vici Properties Inc.
|
13,859 | $367,956 |
All Filings in AAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,391 | 30,190 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $509,496 | 27,675 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $471,659 | 24,916 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||