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, Q1 2025
Institutional positions in American Assets Trust, Inc. as of Mar 31, 2025. 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
- 219
- +5 vs. Q4 2024
- Shares held
- 56.0M
- +1.54M (+2.8%) vs. Q4 2024
- Total value
- $1.13B
- −$301.1M (−21.1%) vs. Q4 2024
- New holders
- 34
- 77 more added
- Sold out
- 29
- 76 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $20 | 0.00% | −224−99.6% | Reduced |
| Dunhill Financial, LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $202 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 15 | $302 | 0.00% | −73−83.0% | Reduced |
| WPG Advisers, LLC | 26 | $524 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $665 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $806 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $806 | 0.00% | +40 | New |
| Picton Mahoney Asset Management | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $1.09K | 0.00% | +54 | New |
| Umb Bank N A | 57 | $1.15K | 0.00% | −98−63.2% | Reduced |
| Rothschild Investment LLC | 70 | $1.41K | 0.00% | −10−12.5% | Reduced |
| Ronald Blue Trust, Inc. | 88 | $1.77K | 0.00% | +54+158.8% | Added |
| Simplex Trading, LLC | 130 | $2.00K | 0.00% | +130 | New |
| Allworth Financial LP | 112 | $2.09K | 0.00% | −50−30.9% | Reduced |
| Lindbrook Capital, LLC | 112 | $2.26K | 0.00% | −158−58.5% | Reduced |
| Ameriflex Group, Inc. | 114 | $2.29K | 0.00% | +2+1.8% | Added |
| Farther Finance Advisors, LLC | 117 | $2.35K | 0.00% | −66−36.1% | Reduced |
| Massmutual Trust Co FSB | 130 | $2.62K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 167 | $3.00K | 0.00% | +167 | New |
| Boston Private Wealth LLC | 185 | $3.73K | 0.00% | +185 | New |
| Skopos Labs, Inc. | 222 | $4.47K | 0.00% | +151+212.7% | Added |
| Bessemer Group Inc | 230 | $5.00K | 0.00% | −20−8.0% | Reduced |
| Principal Securities, Inc. | 196 | $5.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 301 | $6.07K | 0.00% | +162+116.5% | Added |
| Covestor Ltd | 341 | $7.00K | 0.00% | −81−19.2% | Reduced |
| Harbor Capital Advisors, Inc. | 363 | $7.00K | 0.00% | +363 | New |
| EverSource Wealth Advisors, LLC | 470 | $9.46K | 0.00% | −29−5.8% | Reduced |
| WealthCollab, LLC | 580 | $11.7K | 0.01% | +84+16.9% | Added |
| Fifth Third Bancorp | 626 | $12.6K | 0.00% | +30+5.0% | Added |
| Rise Advisors, LLC | 652 | $13.1K | 0.01% | +10+1.6% | Added |
| Quarry LP | 765 | $15.4K | 0.00% | +765 | New |
| Advisor Group Holdings, Inc. | 872 | $17.6K | 0.00% | −46−5.0% | Reduced |
| GAMMA Investing LLC | 895 | $18.0K | 0.00% | −277−23.6% | Reduced |
| GF Fund Management Co. Ltd. | 915 | $18.4K | 0.00% | +36+4.1% | Added |
| Versant Capital Management, Inc | 1,069 | $21.5K | 0.00% | −197−15.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,316 | $26.4K | 0.00% | −44−3.2% | Reduced |
| Signaturefd, LLC | 1,683 | $33.9K | 0.00% | −175−9.4% | Reduced |
| Smartleaf Asset Management LLC | 2,017 | $40.4K | 0.00% | −446−18.1% | Reduced |
| Federated Hermes, Inc. | 2,356 | $47.5K | 0.00% | −471−16.7% | Reduced |
| State of Wyoming | 2,439 | $49.1K | 0.01% | −1,401−36.5% | Reduced |
| CWM, LLC | 2,543 | $51.0K | 0.00% | −503−16.5% | Reduced |
| KBC Group NV | 3,217 | $65.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,463 | $69.7K | 0.00% | +3,463 | New |
| Tower Research Capital LLC (TRC) | 3,609 | $72.7K | 0.00% | −14,787−80.4% | Reduced |
| Point72 (DIFC) Ltd | 3,780 | $76.1K | 0.01% | +3,151+501.0% | Added |
| Ameritas Investment Partners, Inc. | 4,853 | $97.7K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,765 | $116.1K | 0.03% | +5,765 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 6,573 | $132.4K | 0.03% | +4,172+173.8% | Added |
| The PNC Financial Services Group, Inc. | 6,661 | $134.2K | 0.00% | −200−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,737 | $135.7K | 0.00% | −3,646−35.1% | Reduced |
| M&G Plc | 8,153 | $163.1K | 0.00% | +8,153 | New |
| STRS Ohio | 8,700 | $175.2K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,800 | $177.2K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,343 | $208.3K | 0.00% | −4,129−28.5% | Reduced |
| US Bancorp | 10,415 | $209.8K | 0.00% | +9,425+952.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,429 | $210.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,435 | $210.2K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 10,600 | $213.5K | 0.06% | +300+2.9% | Added |
| CIBC World Markets Corp | 10,634 | $214.2K | 0.00% | +10,634 | New |
| Oregon Public Employees Retirement Fund | 10,834 | $218.2K | 0.00% | −300−2.7% | Reduced |
| Russell Investments Group, Ltd. | 10,844 | $218.4K | 0.00% | +1,510+16.2% | Added |
| ProShare Advisors LLC | 11,272 | $227.0K | 0.00% | −3,163−21.9% | Reduced |
| Nebula Research & Development LLC | 11,305 | $227.7K | 0.02% | +11,305 | New |
| Centiva Capital, LP | 11,816 | $238.0K | 0.01% | +11,816 | New |
| Mariner, LLC | 12,197 | $245.6K | 0.00% | −1,071−8.1% | Reduced |
| Van Eck Associates Corp | 12,201 | $246.0K | 0.00% | +893+7.9% | Added |
| Standard Life Aberdeen plc | 12,498 | $251.7K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 13,155 | $264.9K | 0.00% | +13,155 | New |
| Diversified Trust Co | 13,511 | $272.1K | 0.01% | +3,887+40.4% | Added |
| Amalgamated Bank | 13,588 | $274.0K | 0.00% | −444−3.2% | Reduced |
| UniSuper Management Pty Ltd | 13,700 | $275.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10,138 | $276.8K | 0.04% | +805+8.6% | Added |
| Maryland State Retirement & Pension System | 13,793 | $277.8K | 0.01% | −2,248−14.0% | Reduced |
| Natixis Advisors, L.P. | 13,796 | $278.0K | 0.00% | +618+4.7% | Added |
| Brevan Howard Capital Management LP | 13,808 | $278.1K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 13,821 | $278.4K | 0.05% | +2,400+21.0% | Added |
| One Wealth Advisors, LLC | 13,868 | $279.3K | 0.04% | −81−0.6% | Reduced |
| XTX Topco Ltd | 13,894 | $279.8K | 0.01% | +13,894 | New |
| State Board of Administration of Florida Retirement System | 13,937 | $280.7K | 0.00% | −11,139−44.4% | Reduced |
| Arizona State Retirement System | 13,976 | $281.5K | 0.00% | −169−1.2% | Reduced |
| Vident Advisory, LLC | 14,179 | $285.6K | 0.00% | −42,450−75.0% | Reduced |
| Handelsbanken Fonder AB | 14,802 | $298.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,848 | $319.2K | 0.00% | −1,486−8.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,947 | $321.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 15,924 | $321.0K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 16,086 | $324.0K | 0.19% | +16,086 | New |
| Daiwa Securities Group Inc. | 16,174 | $326.0K | 0.00% | +400+2.5% | Added |
| Nisa Investment Advisors, LLC | 16,663 | $335.6K | 0.00% | −1,826−9.9% | Reduced |
| Sterling Capital Management LLC | 17,517 | $352.8K | 0.01% | −708−3.9% | Reduced |
| Yousif Capital Management, LLC | 17,623 | $354.9K | 0.00% | −437−2.4% | Reduced |
| New York State Common Retirement Fund | 17,831 | $359.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,883 | $360.2K | 0.00% | −6,185−25.7% | Reduced |
| CWM Advisors, LLC | 19,782 | $398.4K | 0.05% | +2,677+15.7% | Added |
| Resona Asset Management Co.,Ltd. | 20,506 | $411.1K | 0.00% | +1,803+9.6% | Added |
| Vert Asset Management LLC | 20,869 | $420.3K | 0.14% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 21,534 | $433.7K | 0.03% | −586−2.6% | Reduced |
| Squarepoint Ops LLC | 21,973 | $442.5K | 0.00% | +21,973 | New |
| ExodusPoint Capital Management, LP | 22,011 | $443.0K | 0.01% | +22,011 | New |
| Louisiana State Employees Retirement System | 22,200 | $447.1K | 0.01% | −800−3.5% | Reduced |