Essential Partners LLC
Position in AAT — American Assets Trust, Inc.
CIK 2136442
RANCHO SANTA FE, CA
Position in AAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,913
+$2,606 QoQ
Shares Held
280
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 242 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Essential Partners LLC holds $150,131 across 13 REIT - Diversified names. AAT ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
730 | $52,195 | |
| 2 | ESRT |
Empire State Realty Trust, Inc.
|
3,331 | $18,020 | |
| 3 | VICI |
Vici Properties Inc.
|
562 | $14,921 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
696 | $14,386 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
815 | $10,024 | |
| 6 | SAFE |
Safehold Inc.
|
551 | $8,650 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
338 | $7,270 | |
| 8 | AAT |
American Assets Trust, Inc.
This page
|
280 | $6,913 |
All Filings in AAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,913 | 280 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,307 | 234 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $20,255 | 1,070 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $43,423 | 2,137 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $1,797 | 91 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||