Position in AAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,382
+$1,193 QoQ
Shares Held
56
+460.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 242 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $4,634,889 across 12 REIT - Diversified names. AAT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
|
594,326 | $4,207,828 | |
| 2 | WPC |
W. P. Carey Inc.
|
5,261 | $376,161 | |
| 3 | VICI |
Vici Properties Inc.
|
1,239 | $32,895 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
331 | $6,841 | |
| 5 | GNL |
Global Net Lease, Inc.
|
540 | $4,827 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
108 | $2,323 | |
| 7 | AAT |
American Assets Trust, Inc.
This page
|
56 | $1,382 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
69 | $848 |
All Filings in AAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382 | 56 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $189 | 10 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,335 | 361 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||