MORGAN STANLEY

Position in AAT — American Assets Trust, Inc.

CIK 895421 NEW YORK, NY

Back to AAT Full portfolio

Position in AAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$23,548,949

+$7,284,049 QoQ

Shares Held

953,785

+8.0% QoQ

Ownership

1.55%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 242 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in AAT Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $596,229,214 across 16 REIT - Diversified names. AAT ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	9,157,668	$243,136,079
2	WPC	W. P. Carey Inc.	2,047,971	$146,429,924
3	JBGS	JBG SMITH Properties	3,941,026	$57,814,849
4	BNL	Broadstone Net Lease, Inc.	1,571,937	$32,491,934
5	GNL	Global Net Lease, Inc.	3,098,025	$27,696,340
6	AAT	American Assets Trust, Inc. This page	953,785	$23,548,949
7	SAFE	Safehold Inc.	793,269	$12,454,319
8	NXDT	Nexpoint Diversified Real Estate Trust	2,243,416	$11,643,326

All Filings in AAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,548,949	953,785	+8.0%	Shares	Defined	2026-08-13
2026-03-31	$16,264,900	883,482	-7.5%	Shares	Defined	2026-05-15
2025-12-31	$18,083,882	955,303	-5.3%	Shares	Defined	2026-05-27
2025-09-30	$20,507,652	1,009,235	-0.8%	Shares	Defined	2026-05-27
2025-06-30	$20,088,433	1,017,136	-10.1%	Shares	Defined	2025-08-15
2025-03-31	$22,798,336	1,131,993	+8.0%	Shares	Defined	2025-05-15
2024-12-31	$27,513,466	1,047,733	-16.9%	Shares	Defined	2025-05-15
2024-09-30	$33,672,219	1,260,188	+21.8%	Shares	Defined	2025-05-14
2024-06-30	$23,149,623	1,034,389	+4.4%	Shares	Defined	2025-05-14
2024-03-31	$21,713,046	991,011	-23.1%	Shares	Defined	2024-10-17
2023-12-31	$29,001,114	1,288,366	+4.1%	Shares	Defined	2024-08-16
2023-09-30	$24,068,515	1,237,456	+35.4%	Shares	Defined	2023-11-15
2023-06-30	$17,550,756	914,102	+55.9%	Shares	Defined	2023-08-14
2023-03-31	$10,902,752	586,485	+5.5%	Shares	Defined	2023-05-15
2022-12-31	$14,735,375	556,052	+17.3%	Shares	Defined	2023-02-14
2022-09-30	$12,195,134	474,150	-38.4%	Shares	Defined	2022-11-14
2022-06-30	$22,862,432	769,779	+57.6%	Shares	Defined	2022-10-27
2022-03-31	$18,508,162	488,471	+39.3%	Shares	Defined	2022-10-27
2021-12-31	$13,162,068	350,708	+1.3%	Shares	Defined	2022-02-14
2021-09-30	$12,960,563	346,354	+8.3%	Shares	Defined	2021-11-15
2021-06-30	$11,920,379	319,667	+50.2%	Shares	Defined	2021-08-23
2021-03-31	$6,905,532	212,871	-18.3%	Shares	Defined	2021-05-17
2020-12-31	$7,528,812	260,693	+88.4%	Shares	Defined	2021-02-16
2020-09-30	$3,332,969	138,355	-35.3%	Shares	Defined	2020-11-13
2020-06-30	$5,949,322	213,697	+54.2%	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.