American Assets Capital Advisers, LLC — 13F Holdings & Portfolio

CIK 1626691 · latest 13F-HR filed 2025-11-04

American Assets Capital Advisers, LLC manages $94.7M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are VGSH (14.34%), FTAI (7.54%), AMT (6.74%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 0 new positions, exited 4, added to 20, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$94.7M

Long-equity book

Holdings

36

Distinct positions

Period

2025-09-30

Filed 2025-11-04

Q/Q Activity

+0 / −4 / ↑20 / ↓10

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CAESARS ENTERTAINMENT INC NE$2.2M +92.5%
  • FTAI AVIATION LTD$1.7M +31.4%
  • PROLOGIS INC.$1.0M +21.6%
  • CBRE GROUP INC$975.8K +65.2%
  • COSTAR GROUP INC$835.8K +68.5%
Show all 20

Top Trims

  • FTAI INFRASTRUCTURE INC-$5.3M -48.5%
  • EQUINIX INC-$1.0M -16.7%
  • AMERICAN TOWER CORP NEW-$871.5K -12.0%
  • REXFORD INDL RLTY INC-$865.3K -58.0%
  • SUN CMNTYS INC-$620.1K -51.1%
Show all 10

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • NEW FORTRESS ENERGY INC$2.4M
  • GE VERNOVA INC$1.6M
  • VICI PPTYS INC$1.2M
  • BLACKSTONE INC$515.0K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $13.6M 14.34% 230,855 SH
2 FTAI AVIATION LTD FTAI G3730V105 $7.1M 7.54% 42,838 SH
3 AMERICAN TOWER CORP NEW AMT 03027X100 $6.4M 6.74% 33,206 SH
4 PROLOGIS INC. PLD 74340W103 $5.7M 5.98% 49,450 SH
5 FTAI INFRASTRUCTURE INC FIP 35953C106 $5.6M 5.93% 1,287,999 SH
6 EQUINIX INC EQIX 29444U700 $5.1M 5.35% 6,469 SH
7 CAESARS ENTERTAINMENT INC NE CZR 12769G100 $4.6M 4.85% 170,109 SH
8 DIGITAL RLTY TR INC DLR 253868103 $4.2M 4.43% 24,253 SH
9 SIMON PPTY GROUP INC NEW SPG 828806109 $4.1M 4.36% 22,028 SH
10 MACERICH CO MAC 554382101 $3.2M 3.35% 174,287 SH
11 VENTAS INC VTR 92276F100 $3.0M 3.15% 42,584 SH
12 CADIZ INC CDZI 127537207 $2.8M 2.99% 601,113 SH
13 MGM RESORTS INTERNATIONAL MGM 552953101 $2.5M 2.64% 72,068 SH
14 IRON MTN INC DEL IRM 46284V101 $2.5M 2.63% 24,433 SH
15 CBRE GROUP INC CBRE 12504L109 $2.5M 2.61% 15,698 SH
16 WELLTOWER INC WELL 95040Q104 $2.3M 2.39% 12,723 SH
17 CROWN CASTLE INC CCI 22822V101 $2.2M 2.36% 23,206 SH
18 EXTRA SPACE STORAGE INC EXR 30225T102 $2.2M 2.30% 15,490 SH
19 COSTAR GROUP INC CSGP 22160N109 $2.1M 2.17% 24,364 SH
20 PUBLIC STORAGE OPER CO PSA 74460D109 $1.5M 1.53% 5,027 SH
21 ALEXANDRIA REAL ESTATE EQ IN ARE 015271109 $1.4M 1.52% 17,316 SH
22 ZILLOW GROUP INC Z 98954M200 $1.3M 1.33% 15,621 SH
23 INVITATION HOMES INC INVH 46187W107 $1.2M 1.29% 41,767 SH
24 AVALONBAY CMNTYS INC AVB 053484101 $1.1M 1.21% 5,933 SH
25 SBA COMMUNICATIONS CORP NEW SBAC 78410G104 $992.1K 1.05% 5,131 SH
26 EQUITY RESIDENTIAL EQR 29476L107 $924.0K 0.98% 14,274 SH
27 WEYERHAEUSER CO MTN BE WY 962166104 $721.5K 0.76% 29,106 SH
28 REXFORD INDL RLTY INC REXR 76169C100 $626.5K 0.66% 15,239 SH
29 SUN CMNTYS INC SUI 866674104 $594.6K 0.63% 4,609 SH
30 ANNALY CAPITAL MANAGEMENT IN NLY 035710839 $553.2K 0.58% 27,373 SH
31 AGNC INVT CORP AGNC 00123Q104 $461.3K 0.49% 47,117 SH
32 AMERICAN HOMES 4 RENT AMH 02665T306 $443.4K 0.47% 13,335 SH
33 KIRBY CORP KEX 497266106 $426.6K 0.45% 5,112 SH
34 EQUITY LIFESTYLE PPTYS INC ELS 29472R108 $426.2K 0.45% 7,022 SH
35 CUBESMART CUBE 229663109 $347.0K 0.37% 8,535 SH
36 AMERICOLD REALTY TRUST INC COLD 03064D108 $123.2K 0.13% 10,064 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-04 $94.7M 36 0001626691-25-000013
2025-06-30 2025-08-06 $99.5M 40 0001626691-25-000005