UMB Bank, n.a.

Position in AAT — American Assets Trust, Inc.

CIK 933429 Kansas City, MO

Position in AAT

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

Position Value

$2,518

+$806 QoQ

Shares Held

102

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#222

of 242 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

UMB Bank, n.a. holds $307,662 across 6 REIT - Diversified names. AAT ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	3,545	$253,467
2	VICI	Vici Properties Inc.	1,300	$34,515
3	GNL	Global Net Lease, Inc.	1,207	$10,790
4	SAFE	Safehold Inc.	269	$4,223
5	AAT	American Assets Trust, Inc. This page	102	$2,518
6	BNL	Broadstone Net Lease, Inc.	104	$2,149

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,518	102	+9.7%	Shares	Sole	2026-08-13
2026-03-31	$1,712	93	-69.2%	Shares	Sole	2026-05-11
2025-12-31	$5,716	302	+48.8%	Shares	Sole	2026-02-13
2025-09-30	$4,124	203	+20.1%	Shares	Sole	2025-11-04
2025-06-30	$3,337	169	+196.5%	Shares	Sole	2025-07-11
2025-03-31	$1,147	57	-63.2%	Shares	Sole	2025-04-14
2024-12-31	$4,070	155	0.0%	Shares	Sole	2025-01-16
2024-09-30	$4,141	155	+131.3%	Shares	Sole	2024-10-09
2024-06-30	$1,499	67	+168.0%	Shares	Sole	2024-07-29
2024-03-31	$547	25	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.