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American Assets Trust Inc reit shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in American Assets Trust Inc reit

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All positions including American Assets Trust Inc reit held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $456k 17k 26.72
2024-06-30 $374k 17k 22.38
2024-03-31 $366k 17k 21.91
2023-09-30 $334k 17k 19.45

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View all positions for Integrated Wealth Concepts

Top funds holding American Assets Trust Inc reit

BlackRock
BlackRock
Vanguard Group
American Assets
State Street Corporation
LSV Asset Management
T. Rowe Price Investment Management
American Assets Investment Management
Charles Schwab Investment Management
Geode Capital Management
Nuveen Asset Management
Allianz Asset Management
Morgan Stanley
Dimensional Fund Advisors
Northern Trust

View all funds holding American Assets Trust Inc reit