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American Assets Trust Inc reit shares owned by LPL Financial

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

Historical chart of LPL Financial investment in American Assets Trust Inc reit

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All positions including American Assets Trust Inc reit held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 11k 18.93
2023-03-31 $300k 16k 18.59
2022-12-31 $429k 16k 26.50
2022-09-30 $471k 18k 25.70
2022-06-30 $530k 18k 29.69
2022-03-31 $505k 13k 37.88
2021-12-31 $454k 12k 37.53
2021-09-30 $382k 10k 37.46
2021-06-30 $309k 8.3k 37.32

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View all positions for LPL Financial

Top funds holding American Assets Trust Inc reit

BlackRock
Vanguard Group
American Assets
Rima Management
State Street Corporation
LSV Asset Management
American Assets Investment Management
Jpmorgan Chase & Co
Geode Capital Management
Ameriprise Financial
Charles Schwab Investment Management
Arrowstreet Capital, Limited Partnership
Northern Trust
Dimensional Fund Advisors
Nuveen

View all funds holding American Assets Trust Inc reit