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SAX WEALTH ADVISORS, LLC → AAT
SAX WEALTH ADVISORS, LLC AAT Position History
American Assets Trust, Inc. • Real Estate
Quarters held
1
Latest value
$228K
Q3 2026
Peak value
$228K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $228K | 10.7K | — | — |
Other funds holding AAT
$182.1M
$161M
$149.9M
$139.6M
$135.8M
$129.7M
$69.1M
$69.1M