Position in AAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,059,881
+$545,099 QoQ
Shares Held
285,941
-19.2% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 242 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, 2026Legal & General Group Plc holds $624,981,328 across 14 REIT - Diversified names. AAT ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
13,804,687 | $366,514,439 | |
| 2 | WPC |
W. P. Carey Inc.
|
2,647,763 | $189,315,053 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
1,187,067 | $24,536,673 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
3,184,307 | $17,227,100 | |
| 5 | GNL |
Global Net Lease, Inc.
|
1,139,978 | $10,191,401 | |
| 6 | AAT |
American Assets Trust, Inc.
This page
|
285,941 | $7,059,881 | |
| 7 | JBGS |
JBG SMITH Properties
|
333,564 | $4,893,383 | |
| 8 | SAFE |
Safehold Inc.
|
293,180 | $4,602,924 |
All Filings in AAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,059,881 | 285,941 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,514,782 | 353,872 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,181,339 | 379,363 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $6,957,505 | 342,397 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,264,187 | 367,807 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,215,335 | 358,259 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,251,739 | 352,313 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,075,122 | 377,063 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $9,173,920 | 409,916 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $9,904,437 | 452,051 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $10,243,467 | 455,063 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $8,485,412 | 436,268 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,532,729 | 444,413 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,335,774 | 448,401 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,169,458 | 421,489 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,543,887 | 409,949 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,661,525 | 426,314 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $15,912,170 | 419,957 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,968,789 | 425,494 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,948,702 | 426,208 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,120,721 | 405,490 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,575,096 | 449,294 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,844,667 | 444,760 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,374,864 | 430,671 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,077,146 | 397,886 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,048,725 | 361,949 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||