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 2025
Institutional positions in American Assets Trust, Inc. as of Dec 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
- 229
- 0 vs. Q3 2025
- Shares held
- 57.6M
- +1.23M (+2.2%) vs. Q3 2025
- Total value
- $1.09B
- −$55.0M (−4.8%) vs. Q3 2025
- New holders
- 29
- 72 more added
- Sold out
- 29
- 102 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 262 | $4.70K | 0.00% | +262 | New |
| Los Angeles Capital Management LLC | 228 | $4.36K | 0.00% | +228 | New |
| Parallel Advisors, LLC | 203 | $3.84K | 0.00% | −84−29.3% | Reduced |
| Massmutual Trust Co FSB | 199 | $3.77K | 0.00% | −154−43.6% | Reduced |
| Advisor Group Holdings, Inc. | 176 | $3.34K | 0.00% | −117−39.9% | Reduced |
| SRS Capital Advisors, Inc. | 139 | $2.63K | 0.00% | −13,261−99.0% | Reduced |
| True Wealth Design, LLC | 136 | $2.58K | 0.00% | −23−14.5% | Reduced |
| Parkside Financial Bank & Trust | 133 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 86 | $1.63K | 0.00% | +86 | New |
| Rockefeller Capital Management L.P. | 63 | $1.19K | 0.00% | −411−86.7% | Reduced |
| Ronald Blue Trust, Inc. | 62 | $1.17K | 0.00% | −26−29.5% | Reduced |
| MAI Capital Management | 62 | $1.17K | 0.00% | +62 | New |
| UMA Financial Services, Inc. | 53 | $1.00K | 0.00% | +53 | New |
| Transamerica Financial Advisors, Inc. | 52 | $984 | 0.00% | +4+8.3% | Added |
| Sunbelt Securities, Inc. | 44 | $833 | 0.00% | −8−15.4% | Reduced |
| Picton Mahoney Asset Management | 43 | $814 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $757 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $644 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 30 | $568 | 0.00% | +30 | New |
| Retirement Wealth Solutions LLC | 28 | $531 | 0.00% | −2−6.7% | Reduced |
| Rialto Wealth Management, LLC | 27 | $512 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $492 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $492 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11 | $208 | 0.00% | +11 | New |
| Assetmark, Inc | 11 | $208 | 0.00% | +11 | New |
| Global Retirement Partners, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $190 | 0.00% | −351−97.2% | Reduced |
| Ankerstar Wealth, LLC | 8 | $151 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 3 | $51 | 0.00% | +3 | New |
| B&I Capital AG | 0 | $0 | 0.00% | −285,996−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −102,512−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −74,081−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −59,791−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −34,714−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −33,585−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −32,345−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −29,903−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −28,260−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −27,775−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,329−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,970−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −17,660−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,404−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −16,465−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −8,321−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |