Position in AAT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,198,452
+$607,179 QoQ
Shares Held
48,540
+51.1% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 244 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $32,913,532 across 12 REIT - Diversified names. AAT ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
702,443 | $18,649,861 | |
| 2 | WPC |
W. P. Carey Inc.
|
103,649 | $7,410,903 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
68,149 | $1,408,639 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
243,814 | $1,319,033 | |
| 5 | AAT |
American Assets Trust, Inc.
This page
|
48,540 | $1,198,452 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
49,659 | $610,805 | |
| 7 | JBGS |
JBG SMITH Properties
|
41,208 | $604,521 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
20,070 | $431,705 |
All Filings in AAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,452 | 48,540 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||