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, Q3 2025
Institutional positions in American Assets Trust, Inc. as of Sep 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
- 233
- +8 vs. Q2 2025
- Shares held
- 56.6M
- +159.7K (+0.3%) vs. Q2 2025
- Total value
- $1.15B
- +$34.0M (+3.1%) vs. Q2 2025
- New holders
- 36
- 93 more added
- Sold out
- 28
- 75 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 10 | $205 | 0.00% | −9−47.4% | Reduced |
| Bare Financial Services, Inc | 26 | $528 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $528 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $549 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $610 | 0.00% | +30 | New |
| Jones Financial Companies LLLP | 34 | $690 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 35 | $711 | 0.00% | +35 | New |
| Atlantic Trust, LLC | 37 | $752 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $813 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $975 | 0.00% | +48 | New |
| Picton Mahoney Asset Management | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 52 | $1.06K | 0.00% | +52 | New |
| Optiver Holding B.V. | 74 | $1.50K | 0.00% | +74 | New |
| JPL Wealth Management, LLC | 76 | $1.54K | 0.00% | +76 | New |
| Ronald Blue Trust, Inc. | 88 | $1.79K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 110 | $2.23K | 0.00% | +110 | New |
| Aster Capital Management (DIFC) Ltd | 111 | $2.26K | 0.00% | +111 | New |
| Principal Securities, Inc. | 122 | $2.48K | 0.00% | −54−30.7% | Reduced |
| Parkside Financial Bank & Trust | 133 | $2.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 133 | $2.70K | 0.00% | +18+15.7% | Added |
| True Wealth Design, LLC | 159 | $3.23K | 0.00% | +140+736.8% | Added |
| Simplex Trading, LLC | 200 | $4.00K | 0.00% | −70−25.9% | Reduced |
| Umb Bank N A | 203 | $4.13K | 0.00% | +34+20.1% | Added |
| Parallel Advisors, LLC | 287 | $5.83K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 293 | $5.96K | 0.00% | −461−61.1% | Reduced |
| Federated Hermes, Inc. | 321 | $6.52K | 0.00% | −1,794−84.8% | Reduced |
| Huntington National Bank | 327 | $6.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 337 | $6.85K | 0.00% | +208+161.2% | Added |
| Bessemer Group Inc | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 353 | $7.17K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 361 | $7.34K | 0.00% | +361 | New |
| Salomon & Ludwin, LLC | 387 | $7.89K | 0.00% | +387 | New |
| Rothschild Investment LLC | 389 | $7.90K | 0.00% | +39+11.1% | Added |
| Harbor Capital Advisors, Inc. | 427 | $9.00K | 0.00% | +16+3.9% | Added |
| Rockefeller Capital Management L.P. | 474 | $9.63K | 0.00% | +474 | New |
| Allworth Financial LP | 620 | $12.6K | 0.00% | +493+388.2% | Added |
| Fifth Third Bancorp | 666 | $13.5K | 0.00% | +13+2.0% | Added |
| Quarry LP | 667 | $13.6K | 0.00% | +667 | New |
| Rise Advisors, LLC | 674 | $13.7K | 0.00% | −41−5.7% | Reduced |
| Versant Capital Management, Inc | 801 | $16.3K | 0.00% | −191−19.3% | Reduced |
| GF Fund Management Co. Ltd. | 805 | $16.4K | 0.00% | −68−7.8% | Reduced |
| Signaturefd, LLC | 870 | $17.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 961 | $19.5K | 0.00% | −113−10.5% | Reduced |
| Brookfield Asset Management Inc. | 981 | $19.9K | 0.00% | +981 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,072 | $21.8K | 0.00% | +59+5.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,074 | $21.8K | 0.00% | +1,074 | New |
| Covestor Ltd | 1,350 | $27.0K | 0.01% | −5,069−79.0% | Reduced |
| Smartleaf Asset Management LLC | 1,427 | $28.8K | 0.00% | +696+95.2% | Added |
| Hantz Financial Services, Inc. | 1,795 | $36.0K | 0.00% | +646+56.2% | Added |
| Point72 Asset Management, L.P. | 2,018 | $41.0K | 0.00% | +2,018 | New |
| Essential Partners LLC | 2,137 | $43.4K | 0.01% | +2,046+2,248.4% | Added |
| EverSource Wealth Advisors, LLC | 2,289 | $46.5K | 0.00% | +585+34.3% | Added |
| US Bancorp | 2,329 | $47.3K | 0.00% | −7,573−76.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,261 | $66.3K | 0.00% | +488+17.6% | Added |
| Tower Research Capital LLC (TRC) | 4,135 | $84.0K | 0.00% | −639−13.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,346 | $88.3K | 0.00% | −965−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,925 | $100.1K | 0.00% | −43−0.9% | Reduced |
| Virtus Investment Advisers, Inc. | 8,321 | $169.1K | 0.05% | −159−1.9% | Reduced |
| EMC Capital Management | 8,731 | $177.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,775 | $198.6K | 0.01% | +9,775 | New |
| STRS Ohio | 9,800 | $199.1K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 10,005 | $203.3K | 0.00% | −408−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,429 | $211.9K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,634 | $216.1K | 0.00% | −200−1.8% | Reduced |
| Metis Global Partners, LLC | 10,649 | $216.4K | 0.01% | +10,649 | New |
| Ensign Peak Advisors, Inc | 10,807 | $219.6K | 0.00% | −17,800−62.2% | Reduced |
| Evergreen Capital Management LLC | 10,907 | $221.6K | 0.01% | +550+5.3% | Added |
| Nisa Investment Advisors, LLC | 11,201 | $227.6K | 0.00% | −1,559−12.2% | Reduced |
| KLP Kapitalforvaltning AS | 11,700 | $237.7K | 0.00% | +2,900+33.0% | Added |
| Vident Advisory, LLC | 12,074 | $245.3K | 0.00% | +12,074 | New |
| Aigen Investment Management, LP | 12,397 | $251.9K | 0.04% | +1,439+13.1% | Added |
| Mystic Asset Management, Inc. | 12,560 | $255.2K | 0.06% | +910+7.8% | Added |
| SRS Capital Advisors, Inc. | 13,400 | $272.3K | 0.00% | +13,176+5,882.1% | Added |
| Teachers Retirement System of the State of Kentucky | 13,594 | $277.0K | 0.00% | −2,353−14.8% | Reduced |
| UniSuper Management Pty Ltd | 13,700 | $278.4K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,937 | $283.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,016 | $285.0K | 0.00% | +428+3.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,415 | $292.9K | 0.00% | +2,189+17.9% | Added |
| Arizona State Retirement System | 14,472 | $294.1K | 0.00% | +199+1.4% | Added |
| Yousif Capital Management, LLC | 14,695 | $298.6K | 0.00% | −2,878−16.4% | Reduced |
| Handelsbanken Fonder AB | 14,802 | $301.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,831 | $301.0K | 0.00% | +745+5.3% | Added |
| Centiva Capital, LP | 14,820 | $301.1K | 0.03% | +14,820 | New |
| Diversified Trust Co | 14,988 | $304.6K | 0.01% | +1,559+11.6% | Added |
| BNP Paribas Arbitrage, SA | 15,630 | $317.6K | 0.00% | +10,751+220.4% | Added |
| One Wealth Advisors, LLC | 16,464 | $334.5K | 0.04% | +16,464 | New |
| Magnetar Financial LLC | 16,465 | $334.6K | 0.00% | +16,465 | New |
| Daiwa Securities Group Inc. | 16,943 | $344.0K | 0.00% | +358+2.2% | Added |
| Engineers Gate Manager LP | 17,400 | $353.6K | 0.00% | +1,601+10.1% | Added |
| Susquehanna International Group, LLP | 17,404 | $353.6K | 0.00% | −47,939−73.4% | Reduced |
| Standard Life Aberdeen plc | 17,568 | $354.9K | 0.00% | +2,137+13.8% | Added |
| Integrated Wealth Concepts LLC | 17,660 | $358.9K | 0.00% | +1,230+7.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,601 | $372.2K | 0.00% | +18,601 | New |
| Coppell Advisory Solutions LLC | 13,311 | $373.6K | 0.04% | −6,723−33.6% | Reduced |
| Cerity Partners LLC | 18,597 | $377.9K | 0.00% | +18,597 | New |
| Creative Planning | 19,667 | $399.6K | 0.00% | +6,878+53.8% | Added |
| Ritholtz Wealth Management | 20,644 | $419.5K | 0.01% | −10,285−33.3% | Reduced |
| Quantinno Capital Management LP | 20,809 | $422.9K | 0.00% | +7,172+52.6% | Added |
| HighTower Advisors, LLC | 20,811 | $422.9K | 0.00% | +21+0.1% | Added |
| Vert Asset Management LLC | 20,869 | $424.1K | 0.14% | 00.0% | Unchanged |