Ankerstar Wealth’s American Assets Trust AAT Stock Holding History

Ankerstar Wealth’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 Q1	–	Sell	-8	Closed	-$151	–	956
2025 Q4	$151	Buy	+8	New	+$154	﹤0.01%	944

Other funds holding AAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAI

American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ankerstar Wealth's AAT Position: Q1 2026 in Review

Ankerstar Wealth sold out of American Assets Trust (AAT) in Q1 2026, closing a stake of 8 shares — an estimated $151 sold.

Ankerstar Wealth first reported a position in AAT in Q4 2025 and held it in 1 quarter. The position peaked at $151 in Q4 2025. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

Ankerstar Wealth reported no remaining American Assets Trust position as of Q1 2026 after selling out during the quarter.
Ankerstar Wealth sold 8 American Assets Trust shares in Q1 2026, an estimated $151.
Ankerstar Wealth first reported a position in American Assets Trust in Q4 2025 and held it in 1 quarter.
Ankerstar Wealth's American Assets Trust position peaked at $151 in Q4 2025.
235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Ankerstar Wealth's 13F filing for Q1 2026, filed 14 May 2026.