JACOBS LEVY EQUITY MANAGEMENT, INC
Position in AAT — American Assets Trust, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in AAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,343,744
+$1,471,378 QoQ
Shares Held
297,438
-6.8% QoQ
Ownership
0.484%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 244 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $9,512,382 across 2 REIT - Diversified names. AAT ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
This page
|
297,438 | $7,343,744 | |
| 2 | CTO |
CTO Realty Growth, Inc.
|
100,820 | $2,168,638 |
All Filings in AAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,343,744 | 297,438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,872,366 | 318,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,634,923 | 139,193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,875,909 | 141,531 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,940,933 | 148,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,758,354 | 136,959 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||