American Assets Capital Advisers, LLC

**American Assets Capital Advisers, LLC** manages $95M across a diversified portfolio of 36 positions. The strategy exhibits notable concentration in fixed income and technology infrastructure, highlighted by the top holding in VGSH at $13.6M. Further significant allocations include GSCE ($7.1M), AMT ($6.4M), and PLD ($5.7M). This positioning suggests a tactical tilt toward defensive fixed income while maintaining exposure to key growth sectors.

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