Position in AAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$286,007
New position
Shares Held
11,584
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 244 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $37,944,469 across 5 REIT - Diversified names. AAT ranks #5 (0.8% of the industry book) .
All Filings in AAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,007 | 11,584 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||