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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 2026

Institutional positions in American Assets Trust, Inc. as of Jun 30, 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
244
+13 vs. Q1 2026
Shares held
57.3M
−945.2K (−1.6%) vs. Q1 2026
Total value
$1.41B
+$341.5M (+31.8%) vs. Q1 2026
New holders
33
93 more added
Sold out
20
76 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 244 institutions
Q1 2021: 171 institutionsQ2 2021: 179 institutionsQ3 2021: 187 institutionsQ4 2021: 200 institutionsQ1 2022: 206 institutionsQ2 2022: 201 institutionsQ3 2022: 186 institutionsQ4 2022: 192 institutionsQ1 2023: 194 institutionsQ2 2023: 175 institutionsQ3 2023: 183 institutionsQ4 2023: 194 institutionsQ1 2024: 196 institutionsQ2 2024: 197 institutionsQ3 2024: 214 institutionsQ4 2024: 218 institutionsQ1 2025: 219 institutionsQ2 2025: 226 institutionsQ3 2025: 233 institutionsQ4 2025: 229 institutionsQ1 2026: 235 institutionsQ2 2026: 244 institutions
Value heldQ2 2026: $1.41B
Q1 2021: $1.86BQ2 2021: $2.15BQ3 2021: $2.16BQ4 2021: $2.15BQ1 2022: $2.18BQ2 2022: $1.72BQ3 2022: $1.45BQ4 2022: $1.50BQ1 2023: $1.05BQ2 2023: $1.06BQ3 2023: $1.07BQ4 2023: $1.24BQ1 2024: $1.20BQ2 2024: $1.23BQ3 2024: $1.47BQ4 2024: $1.46BQ1 2025: $1.13BQ2 2025: $1.12BQ3 2025: $1.15BQ4 2025: $1.09BQ1 2026: $1.07BQ2 2026: $1.41B
Institutions holding AAT and their total value by quarter
QuarterHoldersValue
Q2 2026244$1.41B
Q1 2026235$1.07B
Q4 2025229$1.09B
Q3 2025233$1.15B
Q2 2025226$1.12B
Q1 2025219$1.13B
Q4 2024218$1.46B
Q3 2024214$1.47B
Q2 2024197$1.23B
Q1 2024196$1.20B
Q4 2023194$1.24B
Q3 2023183$1.07B
Q2 2023175$1.06B
Q1 2023194$1.05B
Q4 2022192$1.50B
Q3 2022186$1.45B
Q2 2022201$1.72B
Q1 2022206$2.18B
Q4 2021200$2.15B
Q3 2021187$2.16B
Q2 2021179$2.15B
Q1 2021171$1.86B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q1 2026.

Institutions holding AAT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.894$22.0K0.00%+233+35.2%Added
IFP Advisors, Inc686$16.9K0.00%+533+348.4%Added
GF Fund Management Co. Ltd.665$16.4K0.00%−76−10.3%Reduced
US Bancorp656$16.2K0.00%−1,557−70.4%Reduced
Pinnacle Wealth Planning Services, Inc.559$13.8K0.00%+17+3.1%Added
Harbor Capital Advisors, Inc.527$13.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.359$8.86K0.00%+256+248.5%Added
Fifth Third Bancorp348$8.59K0.00%−73−17.3%Reduced
Assetmark, Inc336$8.30K0.00%+325+2,954.5%Added
Huntington National Bank327$8.07K0.00%00.0%Unchanged
Larson Financial Group LLC293$7.23K0.00%00.0%Unchanged
Essential Partners LLC280$6.91K0.00%+46+19.7%Added
Rothschild Investment LLC249$6.15K0.00%+3+1.2%Added
Global Retirement Partners, LLC249$6.15K0.00%+249New
Advisor Group Holdings, Inc.241$5.97K0.00%+123+104.2%Added
Los Angeles Capital Management LLC228$5.63K0.00%00.0%Unchanged
Massmutual Trust Co FSB220$5.43K0.00%00.0%Unchanged
North Star Investment Management Corp.220$5.43K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.203$5.01K0.00%−803−79.8%Reduced
Optiver Holding B.V.167$4.12K0.00%+131+363.9%Added
SJS Investment Consulting Inc.153$3.78K0.00%+147+2,450.0%Added
Bellevue Asset Management, LLC138$3.41K0.00%+138New
Umb Bank N A102$2.52K0.00%+9+9.7%Added
Cornerstone Financial Management LLC86$2.12K0.00%00.0%Unchanged
Bare Financial Services, Inc82$2.02K0.00%00.0%Unchanged
JPL Wealth Management, LLC79$1.95K0.00%+3+3.9%Added
True Wealth Design, LLC60$1.48K0.00%−21−25.9%Reduced
Clearstead Advisors, LLC56$1.38K0.00%+56New
Retirement Wealth Solutions LLC54$1.33K0.00%−1−1.8%Reduced
Wall Street Access Asset Management, LLC50$1.24K0.00%+50New
Transamerica Financial Advisors, Inc.43$1.06K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc40$9880.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.38$9380.00%00.0%Unchanged
Silicon Valley Capital Partners36$8920.00%00.0%Unchanged
Jones Financial Companies LLLP34$8560.00%00.0%Unchanged
Parkside Financial Bank & Trust33$8150.00%00.0%Unchanged
Signature Equity Partners, LLC30$7410.00%00.0%Unchanged
Rialto Wealth Management, LLC27$6670.00%00.0%Unchanged
WPG Advisers, LLC26$6420.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$2230.00%+9New
Gilpin Wealth Management, LLC3$750.00%00.0%Unchanged
Davis Capital Management3$740.00%+3New
Dunhill Financial, LLC2$660.00%00.0%Unchanged
Evolution Advisers, Inc.19$00.00%+19New
Waterfall Asset Management, LLC0$00.00%−279,323−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−55,452−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−51,237−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−24,971−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−23,002−100.0%Sold out
Toroso Investments, LLC0$00.00%−22,548−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−20,862−100.0%Sold out
SG Americas Securities, LLC0$00.00%−20,732−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−13,181−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−12,638−100.0%Sold out
UniSuper Management Pty Ltd0$00.00%−10,300−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−8,495−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−8,338−100.0%Sold out
Simplex Trading, LLC0$00.00%−613−100.0%Sold out
MAI Capital Management0$00.00%−204−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−190−100.0%Sold out
Quarry LP0$00.00%−176−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−160−100.0%Sold out
Root Financial Partners, LLC0$00.00%−125−100.0%Sold out
Breakwater Investment Management0$00.00%−26−100.0%Sold out
Skopos Labs, Inc.––––Not filed
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed