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Creative Planning AAT Position History
American Assets Trust, Inc. • Real Estate
Quarters held
8
Latest value
$944K
Q3 2026
Peak value
$944K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $398K |
| Q4 2025 | $355K |
| Q1 2026 | $500K |
| Q2 2026 | $2K |
| Q2 2026 | $902K |
| Q3 2026 | $2K |
| Q3 2026 | $944K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $944K | 44.4K | — | — |
| Q3 2026 | $2K | 94 | — | — |
| Q2 2026 | $902K | 36.5K | — | — |
| Q2 2026 | $2K | 94 | — | — |
| Q1 2026 | $500K | 27.2K | — | — |
| Q4 2025 | $355K | 18.7K | — | — |
| Q3 2025 | $398K | 19.6K | — | — |
| Q3 2025 | $2K | 85 | — | — |
Other funds holding AAT
$182.1M
$161M
$149.9M
$139.6M
$135.8M
$129.7M
$69.1M
$69.1M