American Assets Trust Inc reit shares owned by Creative Planning
Quarter-by-quarter ownership of American Assets Trust Inc reit (AAT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in American Assets Trust Inc reit
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Quarterly reported holdings in American Assets Trust Inc reit by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 20k | 20.32 |
| 2025-06-30 | $253k | 13k | 19.74 |
| 2024-12-31 | $265k | 10k | 26.26 |
| 2024-09-30 | $274k | 10k | 26.72 |
| 2024-06-30 | $229k | 10k | 22.38 |
| 2017-06-30 | $45k | 1.1k | 39.61 |
| 2017-03-31 | $42k | 1.0k | 41.50 |
| 2016-12-31 | $43k | 1.0k | 42.74 |
| 2016-09-30 | $48k | 1.1k | 43.64 |
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