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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 389 | $7.90K | 0.00% | +39+11.1% | Added |
| Salomon & Ludwin, LLC | 387 | $7.89K | 0.00% | +387 | New |
| Clearstead Advisors, LLC | 361 | $7.34K | 0.00% | +361 | New |
| Massmutual Trust Co FSB | 353 | $7.17K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 337 | $6.85K | 0.00% | +208+161.2% | Added |
| Huntington National Bank | 327 | $6.64K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 321 | $6.52K | 0.00% | −1,794−84.8% | Reduced |
| Advisor Group Holdings, Inc. | 293 | $5.96K | 0.00% | −461−61.1% | Reduced |
| Parallel Advisors, LLC | 287 | $5.83K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 203 | $4.13K | 0.00% | +34+20.1% | Added |
| Simplex Trading, LLC | 200 | $4.00K | 0.00% | −70−25.9% | Reduced |
| True Wealth Design, LLC | 159 | $3.23K | 0.00% | +140+736.8% | Added |
| 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 |
| Principal Securities, Inc. | 122 | $2.48K | 0.00% | −54−30.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 111 | $2.26K | 0.00% | +111 | New |
| Wealthspire Advisors, LLC | 110 | $2.23K | 0.00% | +110 | New |
| Ronald Blue Trust, Inc. | 88 | $1.79K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 76 | $1.54K | 0.00% | +76 | New |
| Optiver Holding B.V. | 74 | $1.50K | 0.00% | +74 | New |
| Sunbelt Securities, Inc. | 52 | $1.06K | 0.00% | +52 | New |
| Picton Mahoney Asset Management | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $975 | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 40 | $813 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $752 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 35 | $711 | 0.00% | +35 | New |
| Jones Financial Companies LLLP | 34 | $690 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $610 | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 27 | $549 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $528 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $528 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $205 | 0.00% | −9−47.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,965,620−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −96,317−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −81,181−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −38,435−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −37,900−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −25,674−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,839−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,975−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,941−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −13,793−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −11,612−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,523−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Glenmede Investment Management, LP | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |