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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AAT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AAT Position History
American Assets Trust, Inc. • Real Estate
Quarters held
5
Latest value
$406K
Q3 2026
Peak value
$406K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $372K |
| Q4 2025 | $276K |
| Q1 2026 | $201K |
| Q2 2026 | $396K |
| Q3 2026 | $406K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $406K | 18.8K | — | — |
| Q2 2026 | $396K | 15.8K | — | — |
| Q1 2026 | $201K | 10.8K | — | — |
| Q4 2025 | $276K | 14.9K | — | — |
| Q3 2025 | $372K | 18.6K | — | — |
Other funds holding AAT
$182.1M
$161M
$149.9M
$139.6M
$135.8M
$129.7M
$69.1M
$69.1M