American Assets Trust, Inc.
AAT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001500217
In the last 90 days, American Assets Trust, Inc. insiders filed 9 open-market purchases and 0 sales; 244 institutions reported holding it in 13F filings for Q2 2026, worth $1.41B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in American Assets Trust, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 218
- +6 vs. Q3 2024
- Shares held
- 55.4M
- +487.2K (+0.9%) vs. Q3 2024
- Total value
- $1.46B
- −$12.6M (−0.9%) vs. Q3 2024
- New holders
- 28
- 86 more added
- Sold out
- 22
- 63 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 244 | $1.41B |
| Q1 2026 | 235 | $1.07B |
| Q4 2025 | 229 | $1.09B |
| Q3 2025 | 233 | $1.15B |
| Q2 2025 | 226 | $1.12B |
| Q1 2025 | 219 | $1.13B |
| Q4 2024 | 218 | $1.46B |
| Q3 2024 | 214 | $1.47B |
| Q2 2024 | 197 | $1.23B |
| Q1 2024 | 196 | $1.20B |
| Q4 2023 | 194 | $1.24B |
| Q3 2023 | 183 | $1.07B |
| Q2 2023 | 175 | $1.06B |
| Q1 2023 | 194 | $1.05B |
| Q4 2022 | 192 | $1.50B |
| Q3 2022 | 186 | $1.45B |
| Q2 2022 | 201 | $1.72B |
| Q1 2022 | 206 | $2.18B |
| Q4 2021 | 200 | $2.15B |
| Q3 2021 | 187 | $2.16B |
| Q2 2021 | 179 | $2.15B |
| Q1 2021 | 171 | $1.86B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 12 | $307 | 0.00% | +12 | New |
| WR Wealth Planners, LLC | 15 | $394 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $471 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $683 | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 33 | $867 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $893 | 0.00% | −5,741−99.4% | Reduced |
| Picton Mahoney Asset Management | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 46 | $1.21K | 0.00% | +46 | New |
| Sanctuary Wealth Management, L.L.C. | 48 | $1.26K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 71 | $1.85K | 0.00% | +71 | New |
| Rothschild Investment LLC | 80 | $2.10K | 0.00% | +25+45.5% | Added |
| Parallel Advisors, LLC | 88 | $2.31K | 0.00% | −16−15.4% | Reduced |
| Ameriflex Group, Inc. | 112 | $2.72K | 0.00% | +112 | New |
| Larson Financial Group LLC | 114 | $2.99K | 0.00% | +114 | New |
| Massmutual Trust Co FSB | 130 | $3.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 139 | $3.65K | 0.00% | −33−19.2% | Reduced |
| SJS Investment Consulting Inc. | 146 | $3.83K | 0.00% | +146 | New |
| Allworth Financial LP | 162 | $3.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 155 | $4.07K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $4.79K | 0.00% | −344−65.3% | Reduced |
| Principal Securities, Inc. | 196 | $5.15K | 0.00% | +7+3.7% | Added |
| Huntington National Bank | 225 | $5.91K | 0.00% | +7+3.2% | Added |
| Bessemer Group Inc | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 270 | $7.09K | 0.00% | −10−3.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 292 | $7.67K | 0.00% | +290+14,500.0% | Added |
| Covestor Ltd | 422 | $11.0K | 0.01% | −147−25.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 491 | $12.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 496 | $13.0K | 0.01% | +44+9.7% | Added |
| EverSource Wealth Advisors, LLC | 499 | $13.1K | 0.00% | −186−27.2% | Reduced |
| Fifth Third Bancorp | 596 | $15.7K | 0.00% | −94−13.6% | Reduced |
| Point72 (DIFC) Ltd | 629 | $16.5K | 0.00% | +629 | New |
| Rise Advisors, LLC | 642 | $16.9K | 0.01% | +8+1.3% | Added |
| GF Fund Management Co. Ltd. | 879 | $23.1K | 0.00% | +879 | New |
| Advisor Group Holdings, Inc. | 918 | $24.1K | 0.00% | +730+388.3% | Added |
| US Bancorp | 990 | $26.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,172 | $30.8K | 0.00% | +312+36.3% | Added |
| Versant Capital Management, Inc | 1,266 | $33.2K | 0.01% | +198+18.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,360 | $35.5K | 0.00% | −531−28.1% | Reduced |
| Loomis Sayles & Co L P | 1,681 | $44.0K | 0.00% | +1,681 | New |
| Signaturefd, LLC | 1,858 | $48.8K | 0.00% | −11−0.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,401 | $63.1K | 0.02% | +2,401 | New |
| Smartleaf Asset Management LLC | 2,463 | $64.1K | 0.01% | +1,711+227.5% | Added |
| Federated Hermes, Inc. | 2,827 | $74.2K | 0.00% | +1,089+62.7% | Added |
| Wolverine Asset Management LLC | 2,851 | $74.9K | 0.00% | −2,404−45.7% | Reduced |
| CWM, LLC | 3,046 | $80.0K | 0.00% | +417+15.9% | Added |
| KBC Group NV | 3,217 | $84.0K | 0.00% | +1,161+56.5% | Added |
| Quadrant Capital Group LLC | 3,396 | $89.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,840 | $100.8K | 0.01% | +3,840 | New |
| Ameritas Investment Partners, Inc. | 4,853 | $127.4K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,565 | $172.4K | 0.07% | −1,030−13.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,861 | $180.2K | 0.00% | +10+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 7,900 | $207.5K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9,333 | $211.0K | 0.03% | −5,027−35.0% | Reduced |
| Tocqueville Asset Management L.P. | 8,048 | $211.3K | 0.00% | −11−0.1% | Reduced |
| Inspire Advisors, LLC | 8,290 | $217.7K | 0.03% | −262−3.1% | Reduced |
| JustInvest LLC | 8,399 | $220.6K | 0.00% | −328−3.8% | Reduced |
| QRG Capital Management, Inc. | 8,618 | $226.3K | 0.00% | +73+0.9% | Added |
| STRS Ohio | 8,700 | $228.5K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,739 | $229.5K | 0.00% | +355+4.2% | Added |
| Retirement Planning Co of New England, Inc. | 8,770 | $230.3K | 0.11% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,800 | $231.1K | 0.00% | +8,800 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,167 | $240.7K | 0.00% | +9,167 | New |
| Russell Investments Group, Ltd. | 9,334 | $245.1K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 9,624 | $252.7K | 0.01% | +9,624 | New |
| Creative Planning | 10,095 | $265.1K | 0.00% | −172−1.7% | Reduced |
| Mystic Asset Management, Inc. | 10,300 | $270.5K | 0.07% | +200+2.0% | Added |
| BNP Paribas Arbitrage, SA | 10,383 | $272.7K | 0.00% | −3,084−22.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,429 | $273.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,435 | $274.0K | 0.00% | +10,435 | New |
| Evergreen Capital Management LLC | 10,955 | $287.7K | 0.01% | +110+1.0% | Added |
| IFM Investors Pty Ltd | 11,115 | $291.9K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 11,132 | $292.3K | 0.09% | +11,132 | New |
| Oregon Public Employees Retirement Fund | 11,134 | $292.4K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,308 | $297.0K | 0.00% | +1,851+19.6% | Added |
| Versor Investments LP | 11,421 | $299.9K | 0.05% | −1,300−10.2% | Reduced |
| Standard Life Aberdeen plc | 12,498 | $325.1K | 0.00% | +2,930+30.6% | Added |
| SG Americas Securities, LLC | 13,032 | $342.0K | 0.00% | −6,125−32.0% | Reduced |
| Natixis Advisors, L.P. | 13,178 | $346.0K | 0.00% | −542−4.0% | Reduced |
| Mariner, LLC | 13,268 | $348.4K | 0.00% | +107+0.8% | Added |
| Pictet Asset Management Holding SA | 13,323 | $349.9K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,333 | $350.1K | 0.03% | −12,563−48.5% | Reduced |
| UniSuper Management Pty Ltd | 13,700 | $359.8K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 13,808 | $362.6K | 0.01% | +5,676+69.8% | Added |
| One Wealth Advisors, LLC | 13,949 | $366.3K | 0.05% | +1,023+7.9% | Added |
| Amalgamated Bank | 14,032 | $368.0K | 0.00% | −126−0.9% | Reduced |
| Arizona State Retirement System | 14,145 | $371.4K | 0.00% | +117+0.8% | Added |
| SEI Investments Co | 14,329 | $376.3K | 0.00% | −3,788−20.9% | Reduced |
| ProShare Advisors LLC | 14,435 | $379.1K | 0.00% | +4,446+44.5% | Added |
| Verition Fund Management LLC | 14,472 | $380.0K | 0.00% | +6,350+78.2% | Added |
| American Century Companies Inc | 14,612 | $383.7K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 14,802 | $389.0K | 0.00% | +2,200+17.5% | Added |
| Voya Investment Management LLC | 15,424 | $405.0K | 0.00% | −984−6.0% | Reduced |
| Daiwa Securities Group Inc. | 15,774 | $414.0K | 0.00% | +270+1.7% | Added |
| EMC Capital Management | 15,924 | $418.0K | 0.23% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,947 | $419.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,041 | $421.2K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 16,775 | $440.5K | 0.01% | +16,775 | New |
| CWM Advisors, LLC | 17,105 | $449.2K | 0.05% | −174−1.0% | Reduced |