Position in AAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,264,900
-$1,818,982 QoQ
Shares Held
883,482
-7.5% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.57450632836888.ToString("F0")%
Shared 0.ToString("F0")%
None 12.425493671631115.ToString("F0")%
Common Shares in AAT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $552,644,083 across 16 REIT - Diversified names. AAT ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,064,351 | $247,638,064 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,991,357 | $135,332,613 | |
| 3 | JBGS |
JBG SMITH Properties
|
4,012,364 | $58,620,634 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
1,189,494 | $21,732,050 | |
| 5 | GNL |
Global Net Lease, Inc.
|
2,147,008 | $20,095,991 | |
| 6 | AAT |
American Assets Trust, Inc.
This page
|
883,482 | $16,264,900 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
2,532,367 | $11,826,151 | |
| 8 | SAFE |
Safehold Inc.
|
856,938 | $11,594,366 |
All Filings in AAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,264,900 | 883,482 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,083,882 | 955,303 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $20,507,652 | 1,009,235 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $20,088,433 | 1,017,136 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $22,798,336 | 1,131,993 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,513,466 | 1,047,733 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $33,672,219 | 1,260,188 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $23,149,623 | 1,034,389 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $21,713,046 | 991,011 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $29,001,114 | 1,288,366 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $24,068,515 | 1,237,456 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $17,550,756 | 914,102 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,902,752 | 586,485 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,735,375 | 556,052 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,195,134 | 474,150 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,862,432 | 769,779 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,508,162 | 488,471 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $13,162,068 | 350,708 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,960,563 | 346,354 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,920,379 | 319,667 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,905,532 | 212,871 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,528,812 | 260,693 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,332,969 | 138,355 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,949,322 | 213,697 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,465,375 | 138,615 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||