Position in AAT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,356,814
-$2,233,144 QoQ
Shares Held
616,883
-14.1% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.3359032425922.ToString("F0")%
Shared 7.919167816263376.ToString("F0")%
None 2.744928941144431.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $781,550,847 across 11 REIT - Diversified names. AAT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
15,457,602 | $422,301,686 | |
| 2 | WPC |
W. P. Carey Inc.
|
3,348,132 | $227,539,049 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,696,795 | $49,270,442 | |
| 4 | GNL |
Global Net Lease, Inc.
|
2,777,932 | $26,001,443 | |
| 5 | JBGS |
JBG SMITH Properties
|
887,621 | $12,968,141 | |
| 6 | AAT |
American Assets Trust, Inc.
This page
|
616,883 | $11,356,814 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
1,940,596 | $10,091,097 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
443,746 | $8,204,861 |
All Filings in AAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,356,814 | 616,883 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,589,958 | 717,906 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,341,529 | 705,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,790,179 | 698,237 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,191,468 | 704,641 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,398,941 | 738,726 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,377,177 | 762,619 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,436,859 | 779,127 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,537,298 | 709,142 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,691,342 | 741,508 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,711,747 | 807,802 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,954,667 | 778,889 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,031,970 | 754,813 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,922,880 | 714,071 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,907,952 | 735,146 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,024,657 | 741,571 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,058,151 | 740,516 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,292,140 | 753,854 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $29,036,947 | 775,974 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,709,347 | 769,894 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $24,899,159 | 767,545 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $22,266,017 | 770,984 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $19,090,096 | 792,449 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,757,473 | 817,438 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,599,600 | 823,984 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||