American Assets Capital Advisers, LLC 13F 持仓 · 最近申报 2025年Q3
American Assets Capital Advisers 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 9,474.94 万美元。前几大持仓：VGSH（14.34%）、FTAI（7.54%）、AMT（6.74%）。本季前 25 大持仓中：增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $13.6M | 14.34% | 230,855 | 持平 |
| 2 | FTAI | FTAI AVIATION LTD | $7.1M | 7.54% | 42,838 | 减持 |
| 3 | AMT | AMERICAN TOWER CORP NEW | $6.4M | 6.74% | 33,206 | 增持 |
| 4 | PLD | PROLOGIS INC. | $5.7M | 5.98% | 49,450 | 增持 |
| 5 | FIP | FTAI INFRASTRUCTURE INC | $5.6M | 5.93% | 1.3M | 减持 |
| 6 | EQIX | EQUINIX INC | $5.1M | 5.35% | 6,469 | 减持 |
| 7 | CZR | CAESARS ENTERTAINMENT INC NE | $4.6M | 4.85% | 170,109 | 增持 |
| 8 | DLR | DIGITAL RLTY TR INC | $4.2M | 4.43% | 24,253 | 减持 |
| 9 | SPG | SIMON PPTY GROUP INC NEW | $4.1M | 4.36% | 22,028 | 减持 |
| 10 | MAC | MACERICH CO | $3.2M | 3.35% | 174,287 | 减持 |
| 11 | VTR | VENTAS INC | $3.0M | 3.15% | 42,584 | 减持 |
| 12 | CDZI | CADIZ INC | $2.8M | 2.99% | 601,113 | 减持 |
| 13 | MGM | MGM RESORTS INTERNATIONAL | $2.5M | 2.64% | 72,068 | 增持 |
| 14 | IRM | IRON MTN INC DEL | $2.5M | 2.63% | 24,433 | 增持 |
| 15 | CBRE | CBRE GROUP INC | $2.5M | 2.61% | 15,698 | 增持 |
| 16 | WELL | WELLTOWER INC | $2.3M | 2.39% | 12,723 | 增持 |
| 17 | CCI | CROWN CASTLE INC | $2.2M | 2.36% | 23,206 | 增持 |
| 18 | EXR | EXTRA SPACE STORAGE INC | $2.2M | 2.30% | 15,490 | 增持 |
| 19 | CSGP | COSTAR GROUP INC | $2.1M | 2.17% | 24,364 | 增持 |
| 20 | PSA | PUBLIC STORAGE OPER CO | $1.5M | 1.53% | 5,027 | 增持 |
| 21 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.4M | 1.52% | 17,316 | 持平 |
| 22 | Z | ZILLOW GROUP INC | $1.3M | 1.33% | 15,621 | 增持 |
| 23 | INVH | INVITATION HOMES INC | $1.2M | 1.29% | 41,767 | 减持 |
| 24 | AVB | AVALONBAY CMNTYS INC | $1.1M | 1.21% | 5,933 | 增持 |
| 25 | SBAC | SBA COMMUNICATIONS CORP NEW | $992,079 | 1.05% | 5,131 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR