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 2026
Institutional positions in American Assets Trust, Inc. as of Mar 31, 2026. 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
- 235
- +11 vs. Q4 2025
- Shares held
- 58.3M
- +8.63M (+17.4%) vs. Q4 2025
- Total value
- $1.07B
- +$133.4M (+14.2%) vs. Q4 2025
- New holders
- 36
- 77 more added
- Sold out
- 25
- 87 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 32,117 | $591.3K | 0.00% | +3,549+12.4% | Added |
| Thrivent Financial for Lutherans | 31,601 | $582.0K | 0.00% | −849−2.6% | Reduced |
| Lighthouse Investment Partners, LLC | 31,447 | $578.9K | 0.02% | +31,447 | New |
| Macquarie Group Ltd | 29,457 | $542.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 29,173 | $537.1K | 0.00% | +29,173 | New |
| Evolve Private Wealth, LLC | 27,675 | $509.5K | 0.03% | +2,759+11.1% | Added |
| Susquehanna International Group, LLP | 27,394 | $504.3K | 0.00% | +27,394 | New |
| Creative Planning | 27,159 | $500.0K | 0.00% | +8,420+44.9% | Added |
| Illinois Municipal Retirement Fund | 25,354 | $466.8K | 0.01% | −1,203−4.5% | Reduced |
| Russell Investments Group, Ltd. | 25,183 | $463.6K | 0.00% | −36,023−58.9% | Reduced |
| New York State Teachers Retirement System | 25,154 | $463.0K | 0.00% | −1,390−5.2% | Reduced |
| Fox Run Management, L.L.C. | 24,971 | $458.7K | 0.08% | −202−0.8% | Reduced |
| Wells Fargo & Company | 24,421 | $449.6K | 0.00% | −38,238−61.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,388 | $449.0K | 0.00% | +209+0.9% | Added |
| Skopos Labs, Inc. | 23,058 | $424.5K | 0.01% | +23,058 | New |
| Handelsbanken Fonder AB | 23,002 | $423.0K | 0.00% | +4,900+27.1% | Added |
| American Century Companies Inc | 22,826 | $420.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,590 | $415.9K | 0.00% | +1,030+4.8% | Added |
| Toroso Investments, LLC | 22,548 | $415.1K | 0.00% | +1,070+5.0% | Added |
| Janus Henderson Group PLC | 22,453 | $413.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,564 | $397.0K | 0.00% | +4,871+29.2% | Added |
| Louisiana State Employees Retirement System | 21,000 | $386.6K | 0.01% | −600−2.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 20,997 | $385.8K | 0.00% | +807+4.0% | Added |
| Vert Asset Management LLC | 20,869 | $384.2K | 0.12% | −407−1.9% | Reduced |
| Gsa Capital Partners LLP | 20,862 | $384.0K | 0.02% | +20,862 | New |
| SG Americas Securities, LLC | 20,732 | $382.0K | 0.00% | −12,808−38.2% | Reduced |
| State of Tennessee, Treasury Department | 20,172 | $371.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,669 | $362.1K | 0.00% | −3,291−14.3% | Reduced |
| Vanguard Global Advisers, LLC | 19,016 | $350.1K | 0.00% | +19,016 | New |
| Standard Life Aberdeen plc | 18,421 | $339.1K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 18,322 | $337.3K | 0.00% | +363+2.0% | Added |
| Evergreen Capital Management LLC | 18,300 | $336.9K | 0.01% | +7,931+76.5% | Added |
| One Wealth Advisors, LLC | 17,875 | $329.1K | 0.04% | +1,263+7.6% | Added |
| Van Eck Associates Corp | 17,055 | $314.0K | 0.00% | +583+3.5% | Added |
| Diversified Trust Co | 17,054 | $314.0K | 0.01% | +2,066+13.8% | Added |
| Ethic Inc. | 16,967 | $312.4K | 0.00% | +16,967 | New |
| Mariner, LLC | 15,955 | $293.7K | 0.00% | −4,031−20.2% | Reduced |
| Mystic Asset Management, Inc. | 15,460 | $284.6K | 0.07% | +1,700+12.4% | Added |
| Canada Pension Plan Investment Board | 15,200 | $279.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14,994 | $276.0K | 0.01% | −8,923−37.3% | Reduced |
| BNP Paribas Arbitrage, SA | 14,873 | $273.8K | 0.00% | −274−1.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,415 | $265.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,200 | $261.4K | 0.00% | −11,297−44.3% | Reduced |
| State Board of Administration of Florida Retirement System | 13,937 | $256.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 13,778 | $254.0K | 0.00% | −93−0.7% | Reduced |
| Arizona State Retirement System | 13,437 | $247.4K | 0.00% | −202−1.5% | Reduced |
| Balyasny Asset Management LLC | 13,181 | $242.7K | 0.00% | +13,181 | New |
| Odyssean, LLC | 13,080 | $240.8K | 0.09% | −8,770−40.1% | Reduced |
| LPL Financial LLC | 12,687 | $233.6K | 0.00% | +1,369+12.1% | Added |
| Integrated Wealth Concepts LLC | 12,638 | $232.7K | 0.00% | +12,638 | New |
| Yousif Capital Management, LLC | 12,562 | $231.3K | 0.00% | −269−2.1% | Reduced |
| Metis Global Partners, LLC | 12,407 | $228.4K | 0.01% | +1,758+16.5% | Added |
| Teachers Retirement System of the State of Kentucky | 12,035 | $221.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 11,789 | $217.0K | 0.00% | +370+3.2% | Added |
| Coppell Advisory Solutions LLC | 7,462 | $214.8K | 0.13% | −847−10.2% | Reduced |
| JustInvest LLC | 11,182 | $205.9K | 0.00% | +11,182 | New |
| Wealth Enhancement Advisory Services, LLC | 10,778 | $201.2K | 0.00% | −4,081−27.5% | Reduced |
| Oregon Public Employees Retirement Fund | 10,806 | $198.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,736 | $197.6K | 0.00% | −10,162−48.6% | Reduced |
| QRG Capital Management, Inc. | 10,563 | $194.5K | 0.00% | +10,563 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,429 | $192.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,400 | $191.5K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 10,300 | $189.6K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 10,190 | $187.6K | 0.02% | +10,190 | New |
| Vestcor Inc | 9,632 | $177.0K | 0.00% | +9,632 | New |
| Quadrant Capital Group LLC | 8,495 | $156.4K | 0.00% | −774−8.4% | Reduced |
| IFM Investors Pty Ltd | 8,338 | $153.5K | 0.00% | +8,338 | New |
| Chilton Capital Management LLC | 7,100 | $130.7K | 0.00% | +800+12.7% | Added |
| Federation des caisses Desjardins du Quebec | 6,160 | $113.4K | 0.00% | +2,006+48.3% | Added |
| Nisa Investment Advisors, LLC | 5,817 | $107.1K | 0.00% | −2,545−30.4% | Reduced |
| BFSG, LLC | 5,788 | $106.6K | 0.01% | +5,788 | New |
| GAMMA Investing LLC | 5,019 | $92.4K | 0.00% | +4,327+625.3% | Added |
| Tower Research Capital LLC (TRC) | 4,435 | $81.6K | 0.00% | +1,234+38.6% | Added |
| Ameritas Investment Partners, Inc. | 4,346 | $80.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,155 | $76.5K | 0.00% | −1,603−27.8% | Reduced |
| TD Waterhouse Canada Inc. | 4,133 | $75.4K | 0.00% | +4,133 | New |
| Ronald Blue Trust, Inc. | 3,607 | $66.4K | 0.00% | +3,545+5,717.7% | Added |
| UBS Asset Management Americas Inc | 3,293 | $60.6K | 0.00% | −373,059−99.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,557 | $47.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,213 | $40.7K | 0.00% | −96−4.2% | Reduced |
| Covestor Ltd | 2,168 | $40.0K | 0.03% | +848+64.2% | Added |
| Brookfield Asset Management Inc. | 1,602 | $29.5K | 0.00% | +621+63.3% | Added |
| EverSource Wealth Advisors, LLC | 1,482 | $27.3K | 0.00% | −94−6.0% | Reduced |
| Signaturefd, LLC | 1,182 | $21.8K | 0.00% | +333+39.2% | Added |
| Versant Capital Management, Inc | 1,154 | $21.2K | 0.00% | +15+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,006 | $18.5K | 0.00% | −424−29.7% | Reduced |
| Smartleaf Asset Management LLC | 991 | $18.2K | 0.00% | −321−24.5% | Reduced |
| GF Fund Management Co. Ltd. | 741 | $13.6K | 0.00% | −60−7.5% | Reduced |
| Hantz Financial Services, Inc. | 661 | $12.0K | 0.00% | −440−40.0% | Reduced |
| Simplex Trading, LLC | 613 | $11.3K | 0.00% | +613 | New |
| Harbor Capital Advisors, Inc. | 527 | $10.0K | 0.00% | +107+25.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 542 | $9.98K | 0.00% | −116−17.6% | Reduced |
| Fifth Third Bancorp | 421 | $7.75K | 0.00% | −32−7.1% | Reduced |
| Huntington National Bank | 327 | $6.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 293 | $5.39K | 0.00% | +293 | New |
| Farther Finance Advisors, LLC | 270 | $4.96K | 0.00% | −135−33.3% | Reduced |
| Rothschild Investment LLC | 246 | $4.53K | 0.00% | −10−3.9% | Reduced |
| Essential Partners LLC | 234 | $4.31K | 0.00% | −836−78.1% | Reduced |
| SRS Capital Advisors, Inc. | 230 | $4.23K | 0.00% | +91+65.5% | Added |
| Los Angeles Capital Management LLC | 228 | $4.20K | 0.00% | 00.0% | Unchanged |