Position in AAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,090,359
+$640,769 QoQ
Shares Held
44,162
+80.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 240 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $100,169,545 across 16 REIT - Diversified names. AAT ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,866,483 | $49,555,120 | |
| 2 | WPC |
W. P. Carey Inc.
|
420,900 | $30,094,348 | |
| 3 | JBGS |
JBG SMITH Properties
|
497,019 | $7,291,267 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
170,082 | $3,515,593 | |
| 5 | OLP |
One Liberty Properties Inc
|
74,116 | $1,809,911 | |
| 6 | GNL |
Global Net Lease, Inc.
|
190,961 | $1,707,189 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
158,002 | $1,118,653 | |
| 8 | AAT |
American Assets Trust, Inc.
This page
|
44,162 | $1,090,359 |
All Filings in AAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,359 | 44,162 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $449,590 | 24,421 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,186,133 | 62,659 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $833,525 | 41,020 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $679,498 | 34,405 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $631,207 | 31,341 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $882,519 | 33,607 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $767,638 | 28,729 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $634,471 | 28,350 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $561,355 | 25,621 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $529,659 | 23,530 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $449,371 | 23,104 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $683,000 | 35,573 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $691,248 | 37,184 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $960,703 | 36,253 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,199,939 | 46,654 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,466,584 | 49,380 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,173,134 | 83,746 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,552,475 | 94,657 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,779,493 | 101,002 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,430,144 | 38,352 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,573,144 | 48,494 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,190,891 | 145,114 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,275,178 | 135,956 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,682,657 | 168,199 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,688,200 | 147,528 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||