Position in AAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$591,273
+$50,481 QoQ
Shares Held
32,117
+12.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 11.149858330479185.ToString("F0")%
Shared 0.ToString("F0")%
None 88.85014166952081.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $31,179,823 across 12 REIT - Diversified names. AAT ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
737,292 | $20,142,817 | |
| 2 | WPC |
W. P. Carey Inc.
|
92,420 | $6,280,863 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
65,345 | $1,193,853 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
164,616 | $856,003 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
32,117 | $591,273 | |
| 6 | JBGS |
JBG SMITH Properties
|
34,560 | $504,921 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
23,617 | $436,678 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
31,460 | $359,587 |
All Filings in AAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,273 | 32,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $540,792 | 28,568 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $811,865 | 39,954 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $547,608 | 27,727 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $722,119 | 35,855 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,417,541 | 53,981 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $207,294 | 9,209 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||