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, Q2 2025
Institutional positions in American Assets Trust, Inc. as of Jun 30, 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
- 226
- +8 vs. Q1 2025
- Shares held
- 56.5M
- +526.7K (+0.9%) vs. Q1 2025
- Total value
- $1.12B
- −$11.3M (−1.0%) vs. Q1 2025
- New holders
- 36
- 96 more added
- Sold out
- 28
- 70 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 176 | $3.48K | 0.00% | −20−10.2% | Reduced |
| Umb Bank N A | 169 | $3.34K | 0.00% | +112+196.5% | Added |
| Parkside Financial Bank & Trust | 133 | $2.63K | 0.00% | +100+303.0% | Added |
| IFP Advisors, Inc | 129 | $2.55K | 0.00% | +129 | New |
| Allworth Financial LP | 127 | $2.51K | 0.00% | +15+13.4% | Added |
| Ameriflex Group, Inc. | 116 | $2.30K | 0.00% | +2+1.8% | Added |
| Farther Finance Advisors, LLC | 115 | $2.27K | 0.00% | −2−1.7% | Reduced |
| Essential Partners LLC | 91 | $1.80K | 0.00% | +91 | New |
| Ronald Blue Trust, Inc. | 88 | $1.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $1.03K | 0.00% | +52 | New |
| Picton Mahoney Asset Management | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 46 | $909 | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 40 | $790 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $731 | 0.00% | +37 | New |
| Twin Peaks Wealth Advisors, LLC | 36 | $699 | 0.00% | +36 | New |
| Jones Financial Companies LLLP | 34 | $675 | 0.00% | +34 | New |
| Rialto Wealth Management, LLC | 27 | $534 | 0.00% | +27 | New |
| Bare Financial Services, Inc | 26 | $514 | 0.00% | −28−51.9% | Reduced |
| WPG Advisers, LLC | 26 | $514 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $514 | 0.00% | +26 | New |
| True Wealth Design, LLC | 19 | $376 | 0.00% | +9+90.0% | Added |
| Global Retirement Partners, LLC | 19 | $366 | 0.00% | +19 | New |
| Larson Financial Group LLC | 10 | $198 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $198 | 0.00% | +10 | New |
| CIBC Private Wealth Group, LLC | 8 | $158 | 0.00% | +8 | New |
| Assetmark, Inc | 5 | $99 | 0.00% | +5 | New |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −462,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −106,846−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −81,700−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −72,962−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −68,116−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −32,672−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −30,078−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −27,856−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,841−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,002−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −14,179−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,894−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,868−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,796−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −13,155−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,816−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,573−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |