Superior Planning, LLC’s American Assets Trust AAT Stock Holding History

Superior Planning, LLC’s Portfolio AAT Stock Details AAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11K	Buy	+52	New	+$1.2K	﹤0.01%	1734

Other funds holding AAT

American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's AAT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in American Assets Trust (AAT) in Q3 2026: 52 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1734 among its holdings.

158 funds tracked by Wall St. Rank hold AAT as of Q3 2026.

Superior Planning, LLC held 52 shares of American Assets Trust worth $1.11K as of Q3 2026.
American Assets Trust was a new Superior Planning, LLC position in Q3 2026.
American Assets Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1734 holding.
158 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.