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American Assets Trust Inc reit shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of American Assets Trust Inc reit (AAT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in American Assets Trust Inc reit

Tip: Access up to 7 years of quarterly data

All positions including American Assets Trust Inc reit held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Assets Trust Inc reit by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 628 22.51
2023-09-30 $13k 685 19.45
2023-06-30 $11k 573 19.20
2022-12-31 $4.0k 150 26.50
2022-09-30 $2.0k 97 20.62
2022-06-30 $4.0k 146 27.40
2022-03-31 $20k 508 40.00
2021-12-31 $20k 508 40.00

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View all positions for EverSource Wealth Advisors

Top funds holding American Assets Trust Inc reit

Vanguard Group
LSV Asset Management
Charles Schwab Investment Management
Dimensional Fund Advisors
Balyasny Asset Management
Kennedy Capital Management
Goldman Sachs Group
Bank of New York Mellon
Man Group
Rima Management
Norges Bank Investment Management
Allianz Asset Management
Legal & General Group
AQR Capital Management
Ubs Global Asset Management Americas

View all funds holding American Assets Trust Inc reit